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

Payroll clerk issues accurate pay to employees by calculating earnings and deductions by the established rules and guidelines. To get the final payment owed to each employee, he/she must compile and record time and payroll data; time worked, production, commissions, deductions, post wages and then prepare paychecks.

Other important tasks for this position includes maintaining the payroll information by collecting, calculating and entering data, updating payment information by recording changes in insurance coverage, savings deductions, job titles and department transfers, preparing reports by collecting summaries of earnings, taxes, deductions, leave, nontaxable wages, Resolves payroll discrepancies by collecting and analyzing information

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

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.

Knows the audience well enough to use proper language and terms.

Knows how to get and maintain the attention of the audience.

3

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

Moves away from the norm and tries to rethink how things are done.

Always approaches challenges in a very creative and intelligent way.

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.

Sets aside time for intense or complex tasks that require one's full concentration

Sets a timer or makes a mental note to remind oneself to pay attention to a task when one gets distracted

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 conscientious and detail oriented in evaluating others to ensure every detail is precise

Always an excellent team player who cooperates and listens to others

3

ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values.

Consistently completes projects based on honest data gathering and analysis

Has made significant changes in policies and programs to eliminate unfair treatment

3

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Carries a clear vision of what future to build and works diligently to make it a reality

Handles challenging tasks that exceed the level of education in an outstanding manner

3

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Enjoys attending meetings; likes being at the center of challenging and thoughtful discussions that lead to decisions, initiatives and changes

Is visionary; takes time to make goals and finds the best way to accomplish them

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

Opens own mind to a solution that may work and tries it out instead of making snap judgments based on little experience and information

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Makes clear financial projections in order to be able to foresee and address possible future problems

Makes sure that expansions are made carefully and steadily; avoids pushing too much money into expansions

3

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Recognizes the vital importance of current knowledge and puts mechanisms in place for alerts to new knowledge

Demonstrates deep understanding of how to use learning techniques and leads in assisting others with knowledge

3

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

Have you ever gone for presentation without preparing well? How did the presentation go?

What do you like or dislike most about giving presentations?

[employee comments]
INNOVATION:

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

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

[employee comments]
MULTI-TASKING:

What system do you use to keep track of multiple projects? How has this helped you meet deadlines?

What are some of the ways and techniques that you have found to make handling of multiple tasks easier and more effective?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

Do you treat the employees the same even the weak ones?

[employee comments]
ETHICAL BEHAVIOR:

Do you keep your word at all time or do you fail to be honest?

Do you give honor where it's due or do you withhold it from those who have done well?

[employee comments]
PERSONAL GROWTH:

Are you fully committed to remaining an active part of the company?

Do you find it hard to work with the management in certain areas?

[employee comments]
ENJOYMENT OF THE JOB:

How do you maintain enjoyment of the job after experiencing a setback on your way to achieving your goals?

Can you describe a time when you made a suggestion to improve the work in your department? What was the outcome?

[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]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
KNOWLEDGE MANAGEMENT:

What efforts are you making to improve your knowledge searching strategies?

Can you think of a situation where you didn't comply with knowledge management standards? How did you correct the situation?

[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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