Use this step by step explanation to craft a good employee performance feedback review for an accounts payable clerk. Find the right words with quality phrases.

An accounts payable clerk is the center of all the operations in the finance office as he handles all the expenses by receiving, processing, verifying and reconciling all the invoices and completing all the payments. He is the oil that makes the finance department run smoothly.

Other general duties includes: Reconciling processed work by verifying entries, comparing system reports to balances, checking vendor accounts by reconciling all the monthly statements and any related transactions, coding invoices, familiarize with all foreign currency and the in-house wire system, ability to prepare and process checks for multi companies, updating and maintaining vendor database, auditing and verifying expense reports

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Reports to the relevant personnel in case any aspect of the workplace is not in order.

Identifies and maintains a defined location for keeping necessary items.

3

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Able to piece together elements and come up with proper deductions on issues.

Demonstrates excellent problem-solving skills by accessing a problem and devising the best possible solution for it.

3

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Identifies problems easily and then comes up with potentially workable solutions

Always tries to suggest new alternatives of achieving pre-set goals and objectives.

3

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Adheres to all company policies, rules, and regulations and ensures all those he leads follows the same path.

Shows good customer service abilities and knows how to make a visitor feel at ease and comfortable.

2

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Evaluates when multitasking is necessary; whether it is going to help one get more work done or it is only going to result to one doing multiple tasks slowly or badly

Allows extra time for interruptions when planning for how long one expects everything else to take

3

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Successfully applies knowledge acquired in the daily tasks that are undertaken

Have physical abilities that favor the company in doing manual tasks

2

ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude.

Takes new challenges and looks for a new way to solve problems at short notice

Thinks of ways to make changes work, rather than identifying why changes will not work

3

SELF CONFIDENCE: Self Confidence is the ability to know who you are and what you are capable of doing which shows in your behavior, your body language, how you speak, etc.

Seeks out positive colleagues and mentors when feeling down and avoids naysayers and jealous types who want to see one fail

Speaks assertively in order to get people to listen and deliver one's own ideas with conviction

2

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Brainstorms possible ways to resolve the issue at hand and writes down possible solutions even those that seem absurd

Accepts that the problem already exists and puts more energy into solving it rather than in resisting it

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Determines appropriate measures, prioritizes, and coordinates these measures for oneself and for project members in order to achieve the project goals

Identifies, analyzes, and prioritizes both internal and external project issues and develops mitigation plans

3

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Do you feel that you follow all the rules and regulations to the letter?

Do you feel the workplace is organized enough to enable you to perform?

[employee comments]
CRITICAL THINKING:

How well do you consider all the factors available before making your decision?

Do you always try to inquire further, what could be the missing elements that could achieve a positive outcome?

[employee comments]
INNOVATION:

What is the worst decision you had ever made when you were trying to solve a particular problem?

How well do you work with a group or team to come up with innovative ideas?

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

How well do you manage the pressures of your administrative position?

[employee comments]
MULTI-TASKING:

Describe a situation that required you to do a number of things at the same time. How did you handle it?

What tips have you used to differentiate tasks that fit well in multi-tasking from those that require your undivided attention?

[employee comments]
PHYSICAL ABILITIES:

Do you stay updated on the new technology that is in the market for the equipment you are working with

What areas do you think you need to improve on?

[employee comments]
ADAPTABILITY:

If you were given a new project to lead without prior knowledge, what steps would you take to tackle it?

Can you describe a situation where you had to move into action without a plan when solving a difficult problem?

[employee comments]
SELF CONFIDENCE:

Can you describe a time you thought you were going to fail in a task? What did you do to succeed?

Have you had times when others questioned your ability to handle a certain task? How have you handled such situations?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Describe a time when you solved a problem without all the necessary information about it in hand. How did you go about it and what was the outcome?

What are some of the challenges that you have encountered when analyzing problems and how have you faced them?

[employee comments]
PROJECT MANAGEMENT:

What methods/techniques have you used to track the progress of a team project? Describe a time when you have prevented a project from derailing

Describe the full project life cycle. How have you used the cycle to manage your projects effectively?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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