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

An accounts receivable clerk is responsible for securing all the company revenue by verifying and posting all the receipts as well as resolving any hidden discrepancies. This is to ensure that all the funds are collected, recorded and channeled in the right manner.

Besides securing the company revenue, other duties include: Performs a wide variety of accounting and bookkeeping duties, maintaining contacts with attorneys, all the staff, all vendors plus the clients, developing automated spreadsheets, preparing daily bank deposit, generating accounting statements and reports, researches and applies all the unallocated cash, updates all the receivables by totaling the unpaid invoices, accomplishing all the accounting and organization mission through completing related results as needed.

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

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

Is open-minded and seeks to learn from other people concerning knowledge and new ideas.

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.

Consistently ensures to communicate in an apparent, efficient, concise, and timely manner.

Puts to effect good and active listening skills by giving those under him/her time to say what they have to say.

3

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.

Selects one's tasks, with a general sequence of events in mind, in order to complete them without needless repetition or redundancy

Works ahead; starts early to set up and prepare when one knows there will be a big rush

3

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Develops teamwork and cooperation while participating in a group and works towards solutions that generally benefit everyone

Regularly exchanges feedback with group members in order to help them know their strong areas and work on areas that need improvement

3

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Highly disciplined and punctual in all aspects displaying character that others should follow

Shows lots of initiative and takes the lead on projects

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.

Has great knowledge of the technology and knows how to implement it efficiently

Always willing to jump in and learn something new to help make work easier

2

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.

Pushes oneself out of the comfort zone and does not allow fear to hold them back

Seeks out challenges and celebrates each achievement even when one's efforts yield small victories

3

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.

Weighs both the positive and negative effects of the suggested solutions to the problem or situation at hand

Defines own goals specifically and makes them as realistic and as attainable as possible

3

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Fixes issues that affect the quantity of work one produces and derives ways to prevent these issues from recurring

Rewards oneself when one consistently exceeds the set output goals in order to stay motivated to work harder

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Demonstrates deep understanding of all the key components of reports and proposals

Excels at developing paragraphs that introduce, develop, connect, and conclude ideas

3

Self Evaluation

Self Evaluation Question

Employee Comments

INNOVATION:

How well do you deal with pressure when it comes to developing workable solutions to problems?

Do you delegate work and how has it benefitted you as an individual?

[employee comments]
ADMINISTRATIVE SKILLS:

Do you think you are a good role model to your junior staff?

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
MULTI-TASKING:

What effect does handling many things simultaneously have on you? When is the last time this happened?

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

[employee comments]
COLLABORATING WITH OTHERS:

Can you give the best example of a time when you worked cooperatively as a team member to complete an important task?

Can you describe the most disappointing team experience you have ever had? Is there anything you could have done to prevent it?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

Are you able to schedule your work to match the company's calendar?

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Are you keen to check every detail at the start and close of every day?

[employee comments]
SELF CONFIDENCE:

Is there a time you took on a task or project you considered out of your comfort zone? How did you feel?

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:

What information do you research when analyzing a problem and how do you use it?

Describe a time when you have anticipated a problem. What did you do about it?

[employee comments]
QUANTITY OF WORK:

Describe how you schedule tasks in a normal work day. What kind of tasks do you reserve for when you are most productive?

Is there an instance when you have used shortcuts to get a job done? How did this affect your productivity?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[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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