Use this step by step explanation to craft a good employee performance feedback review for an external audit manager. Find the right words with quality phrases.

An External Audit Manager is hired from outside the company and made in charge of approving an organization's financial information. Under this position, both junior and senior accountants work together to complete the tasks assigned. These auditors include those who belong to the company and have worked on the records that are provided to this new auditor. External auditing firms are established to ensure that every company meets the expected standards of accounting.

Other tasks for this position includes identifying risks and managing them, Producing reports, highlighting issues and providing a potential solution, engaging with senior staff to gain a good understanding of the business, ensuring compliance with internal and external requirements.

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.

Offers workable solutions to the various problems and ideas being faced by the team.

Shows great skill and ability to be resourceful in a team and uses available resources to achieve the highest possible results.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Implements all procedures required and do not compromise on quality.

Looks at situations from different perspectives and not only in a one-sided way.

3

KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity.

Looks for new ways and ideas to improve a task one has been assigned, or a project one is working on

Regularly asks for feedback in order to know what others expect, any weak areas and what one needs to work on first

3

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Always ready to share information and knowledge for the joint development of the workers

Establishes and maintains a corporate culture of reliability and caring

2

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.

Always stays up to date with developments in the evaluation and appraisal field

Always strives to succeed with maximum effectiveness in every area

3

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Ensures good example is set before other employees especially the newbies

Does not use grooming that conflicts with the company policy

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Practices a deeper level of awareness and pays attention to own actions in order to avoid damaging work relationships

Chooses own words carefully and states own points clearly in order to avoid in order to avoid confusion about goals and expectations

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.

Asks oneself what the situation is, makes a list of issues within the situation, and defines why each one is a problem

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

3

ROLE AWARENESS: Role Awareness is the ability to be informed of your role in a given environment as well as understand the expectations placed on a position and to see how they are met apparently.

Is coachable and pays attention to what one is told; is always ready to learn from others in order to grow

Thinks of way that one can improve own performance and implements them in order to add value to the company

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.

Demonstrates awareness of all the knowledge relevant to the roles assigned and always knows the knowledge requirements for new tasks

Communicates effectively and succinctly, tailors oral and written communication for the audience, and uses exceptional approaches when doing all tasks

3

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

How well do you work while you are on a team or a group?

Are you always aware of your roles and responsibilities within the team and how do you feel about them?

[employee comments]
ACCURACY:

Which environment do you work comfortably well, noisy or quiet environment?

How much time do you dedicate to ensure you deliver an error free task?

[employee comments]
KNOWLEDGE OF JOB:

How have you improved your knowledge of the job? In what ways have you helped other employees improve their knowledge of the job?

Can you give two or three examples of times when you have worked with groups of people to accomplish tasks? What was your role?

[employee comments]
MANAGEMENT SKILLS:

How do employees and supervisors respond to your leadership skills?

Do you support the employees and the projects they are undertaking to ensure they reach their goals?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you find fault with some of the employees you assess?

Do you work with the employees after the assessment to see better results?

[employee comments]
APPEARANCE AND GROOMING:

Are you satisfied with what you wear and do you show too much flesh?

Do your dressing and attitude create a professional atmosphere that attracts people?

[employee comments]
PERSONAL RELATIONSHIPS:

Describe a time when you were successful in building a relationship with a difficult person at work. How did you go about it?

How do you make sure to keep the existing relationships with other employees and customers strong every single day?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Your manager wants to buy a program that will improve the customer service and asks you for a recommendation. How would you reply?

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

[employee comments]
ROLE AWARENESS:

Describe a project that failed because you were not aware of your role in it. How did you go about it?

Explain how your department has benefited from employees being more aware of their roles. How has this benefited the company at large?

[employee comments]
KNOWLEDGE MANAGEMENT:

Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation?

How often do you encourage others to participate in networking opportunities that can assist in gaining more knowledge?

[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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