Use this step by step explanation to craft a good employee performance feedback review for an inventory & operations auditor. Find the right words with quality phrases.

An Inventory & Operations Auditor is liable for consistently checking the accuracy test of perpetual inventory stock quantity records for material control and accounting purposes. This position is also responsible for investigating discrepancies, locate error sources from lists and initiate corrective actions.

The primary duties include advising the operating management on inventory and accounting problems and recommending improvements to the system, participating in the implementation of the inventory system development as necessary, monitoring and ensuring all inventory transactions, errors, and reports, exercising both quantitative and analytical skills to make workable decisions, analyzing inventory procedures to provide solutions that are cost effective, correcting notable mistakes in the reports received.

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

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Listens actively and keenly to the other negotiation parties to understand their perspective.

Raises relevant issues that seem to be a stumbling block to the negotiation process.

3

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Speaks in a very clear enunciation and is well understood by the other person on the other end.

Ends telephone conversations professionally and ensures that the other person on the line is satisfied.

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.

Analyzes problems first before providing solutions that are relevant and workable.

3

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Effectively manages emotions as well as the emotions of others.

Is assertive and expresses oneself in a respectful and understandable manner.

3

PRACTICAL THINKING: Practical Thinking is the skill to think creatively about projects or work that requires your full attention to be completed and to bring great results.

Pays attention to how a person is framing a problem in order to know the real cause and think of ways on how to solve it

Investigates things for oneself rather than assuming that the other person knows what he/she is talking about

3

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Regularly checks the progress of own goals in order to stay on track and know whether or not to tweak own actions

Creates a diary that documents the goal pursuit in order to get clarity on the goals

2

QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks.

Agrees on high standards and quality on the outset, when working with a client or other employees

Monitors the progress of assignments against the agreed standards of work and/or milestones

2

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Possesses first-hand information about what consumers want and ensures it is readily available

Makes exceptional strategic decisions, capitalizes on good opportunities, and overcomes any fierce competition

3

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Possesses exceptional ability to create effective and reliable project schedules

Demonstrates an excellent work-life balance and has enough time for both work and other people

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.

Excels at classifying information and structuring reports and proposals in an appropriate format

Acknowledges cited works and demonstrates deep understanding of the appropriate referencing styles

3

Self Evaluation

Self Evaluation Question

Employee Comments

NEGOTIATION SKILLS:

Have you ever compromised to help reach an acceptable solution?

Have you ever lost your temper while negotiating with someone and what was the outcome?

[employee comments]
PHONE SKILLS:

Give an instance you were called by an irate caller and explain how you handled it?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

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

[employee comments]
INTERPERSONAL SKILLS:

Give an instance your personality affected your relationships with others. How did you resolve it?

Do you always seek to make people relaxed when they are talking to you or do you use intimidation?

[employee comments]
PRACTICAL THINKING:

How have you helped other employees improve their ability to think practically? How has this benefited the company?

How have you involved others in practical thinking? Give an example of the last time you did this at work

[employee comments]
PROJECT AND GOAL FOCUS:

How many company goals have you achieved in the past six months? What approach did you take to reach them?

How do you keep track of your project to make sure everything is in order?

[employee comments]
QUALITY MANAGEMENT:

How have you helped your team members produce quality work? How has this improved the overall productivity of the team?

What systems have you used to manage information and improve quality effectively? Would you recommend these systems to other companies?

[employee comments]
BUSINESS TREND AWARENESS:

What efforts are you making to increase your understanding about current business trends?

What efforts are you making to know what customers want?

[employee comments]
SCHEDULING:

What are you doing to identify and prioritize more important tasks?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

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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