Use this step by step explanation to craft a good employee performance feedback review for an audit assistant. Find the right words with quality phrases.
The audit assistant assists in financial reporting of the company's finances. This position is created as a link between the auditor and the finance department to facilitate a smooth flow of the auditing process.
Some of the duties covered are, assisting in reporting of the financial reports on either daily, monthly or within the set schedule, manages the reports and ensure they are all accurate and by the accepted accounting principles, Assists the auditor to make statements which are based on the company standards, coordinate the activities with the staff and the senior auditor concerned, prepares balance sheets in the interest of the organization.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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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. | Engages well with audiences before, during and after delivering a presentation. Creates a very lively and positive outlook when delivering a presentation. | 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. | Highly demonstrates assertive and decisive ability when finding solutions for problems. Thinks through issues in a very logical manner that results in finding the best solution to a problem. | 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 |
| 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 |
| DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work. | Puts in astounding amount of time in projects to make them a success Actively seek out opportunities to take on the most demanding and difficult tasks | 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. | 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 |
| 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. | Takes responsibility for own mistakes; looks at the situation in a positive way and shows the willingness to improve Uses online calendars to organize own tasks and get email and text reminders for crucial deadlines | 2 |
| BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world. | Shows up before a meeting starts, never misses a meeting and prepares for meetings ahead of time Excels at building and nurturing relationships with others and is never too busy to meet others | 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 exceptional responsibility for developing knowledge management skills and has the best ideas for improving the knowledge of colleagues | 3 |
| SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects. | Excels at using standard scheduling terminologies all team members can understand Adds enough contingency time for any unexpected events when scheduling tasks | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| PRESENTATION SKILLS: What was the highest score or reviews you received for any presentation that you have made so far? When it comes to nervousness, how do you manage or deal with it before hand? | [employee comments] |
| CRITICAL THINKING: Do you get to appreciate and learn from your mistakes and how do you deal with making wrong decisions? How well do you consider having a concrete conclusion when presenting your ideas? | [employee comments] |
| INNOVATION: Explain how you go about when solving a problem or an issue? How well do you respond to issues and what do you feel is your weak point when dealing with problems? | [employee comments] |
| APPRAISAL AND EVALUATION SKILLS: How do you balance quality and quantity in terms of the performance? Do you treat the employees the same even the weak ones? | [employee comments] |
| DEDICATION TO WORK: Do you feel unable to accomplish a task even before beginning it? Do you give your very best in a group setting or you sit back and allow others to do your work? | [employee comments] |
| PROBLEM/SITUATION ANALYSIS: Can you explain the steps you have taken to troubleshoot a problem? How effective have these steps been? What factors have you considered when developing and evaluating solutions to a problem? | [employee comments] |
| DEADLINES - ON TIME: How do you handle distractions and interruptions at work? Is there a time when you were distracted when doing an important task? What did you do? How do you determine how much time is needed to finish a certain task? Is there a time when you have felt overloaded with work? What did you do? | [employee comments] |
| BUSINESS ETIQUETTE: What efforts are you making to improve your dressing code? What would you like to improve about yourself in order to be more pleasant to work with? | [employee comments] |
| KNOWLEDGE MANAGEMENT: How often do you encourage others to share their knowledge and experience? What efforts are you making to stay alerted with new knowledge? | [employee comments] |
| SCHEDULING: What efforts are you making to employ the best practices and standards when scheduling projects? How often do you create a routine to get repetitive tasks done more efficiently? | [employee comments] |
Summary |
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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: |