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

Bookkeeping is the art of understanding math and figuring out numbers while keeping track of every single expense in the entire company. A bookkeeper is responsible for making sure every transaction, deposit or income is recorded daily in the company's ledger. Using either cash or checks books or software to track the numbers, it is mandatory to produce precise data that enterprises can rely on.

Other responsibilities includes, developing accounting systems to account for any financial transaction through an establishment of auditors charts, maintaining general ledger by transferring subsidiary account summaries, balancing subsidiary accounts through reconciling entries, ensuring the company's legal requirements compliance

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

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Respects the ideas and opinions that the other team members have to say.

Looks for ways to turn talk into practical solutions and actions that have a positive impact.

3

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Gives a clear and well-structured delivery when making a presentation.

Adjusts very well to the new surrounding and exudes a great aura of confidence.

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

Keenly evaluates solutions and seeks to develop useful recommendations that achieve good results.

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.

Knows how to manage time properly and ensures all tasks are completed before deadlines.

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

2

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Communicates the plan of the company to see tangible results in a clear, effective way

Confidently communicates decisions reached by the company clearly and effectively

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.

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

Values criticism and does not feel embarrassed after receiving negative feedback from other employees or clients

3

PERSONAL ACCOUNTABILITY: Personal Accountability is the feeling that you are entirely responsible for your actions and consequences taking ownership without blaming others.

Looks beyond the requirements of one's own job description to offer suggestions for problem-solving and improvement of overall company operations

Takes own responsibilities seriously and consistently meets the company's expectations for professionalism, service, and quality

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

Tries to look for solutions from other people who have faced the same situation, how they have solved it and the kind of challenges they have faced along the way

3

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Dedicates own attention to a project one is working on in order to be more efficient

Schedules regular breaks between tasks in order to maintain focus and get the time to evaluate complex issues with the project

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

Takes short breaks between tasks in order to get ready for the next task, boost morale, and increase productivity

3

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

Give an example where you helped diffuse team tensions when there was an issue?

Do you show leadership skills while you are in a team and how will you rate your leadership skills?

[employee comments]
PRESENTATION SKILLS:

Give an instance your presentation backfired and what was your backup plan?

What presentation method do you like and why do you like it?

[employee comments]
INNOVATION:

Give an instance that you had to fall on your plan B when things did not work out as intended?

How well do you respond to issues and what do you feel is your weak point when dealing with problems?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

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

[employee comments]
ORIENTATION TO WORK:

Do you deliver your work within the set deadlines or are you always making excuses?

Are you too hard on yourself when you make mistakes?

[employee comments]
SELF CONFIDENCE:

Is there someone who has contributed to your self-confidence? What did that person do to build up your feeling of self-worth?

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

[employee comments]
PERSONAL ACCOUNTABILITY:

Can you describe a day when your supervisor was absent, and you had to make tough decisions? What are some of the decisions you made?

Would you rather design procedures and plans or implement/manage them? Why?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

How do you weigh the advantages and disadvantages of a solution before implementing it?

What factors have you considered when developing and evaluating solutions to a problem?

[employee comments]
DEADLINES - ON TIME:

Is there a time when you have failed to meet an important deadline? What was the problem and how did you go about it?

Which is one of the most difficult projects you have ever done? What made it difficult and how did you go about making it a success?

[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?

What do you think can be done differently to improve the overall productivity of your company?

[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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