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

An Account Clerk is responsible for providing accounting support to accounting supervisors and other managers within the department by keying in daily worksheets to the general ledger system, ensuring files are complete and maintained as required.

Essential duties for this post include maintaining account records by making copies and filing, reconciling bank statements by comparing statements with the general ledger, maintaining accounting databases by entering data into the computer and processing backups, verifying financial reports by running performance analysis software program, compiling and sorting invoices and checks, issuing checks for accounts payable, recording business transactions, supporting the accounting personnel, providing front desk customer service, matching invoices to work orders, opening mail and matching payment to invoices.

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

VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business.

Seeks for clarifications on issues that are not well understood

Always attentive when the other people are putting their points across.

3

POLITICAL SKILLS: Political Skills are abilities to build connections with other people to get things done within the formal and informal power structure of an organization.

Knows how to network and build beneficial partnerships with other people.

Shows strong interpersonal skills and abilities that help to build a good rapport with people.

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.

Always seeks to improve by seeking and providing constructive feedback.

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.

Can comfortably get into a conversation with just about anyone.

Follows the company culture strictly and inspires the same from his or her colleagues.

2

LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place.

Manages the department that is popularly known for its high level of teamwork

Uses a unique team approach to develop and utilize the unique talents that each employee holds

3

CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions.

Takes calculated risks on the understanding of technology and how to use it

Shows ability to give required solutions for any presented problem

2

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Produces more than expected in all assigned areas regardless of how high the output or production goals are set

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

3

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.

Makes minimal side conversations in meetings and puts the phone away in most meetings

Makes efforts to build and nurture relationship and makes efforts to meet others

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Possesses a loyal customer base and is viewed as the person to go to by returning customers

Always has the right answers to the most difficult questions

3

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Excels at mapping processes and is an expert at using business process models and flow charts to capture complex scenarios

Sets measurable benchmarks for tracking processes and uses the recorded data to set standards of completing future processes

3

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Who is the greatest orator that you admire and why do you admire them?

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
POLITICAL SKILLS:

How well do you convince others to buy into your ideas and in what you believe?

Give an instance you made a hurried decision and what was the impact?

[employee comments]
ADMINISTRATIVE SKILLS:

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

Give an instance, or example that you can say is your proudest moment of being in an administrative capacity?

[employee comments]
INTERPERSONAL SKILLS:

Give an instance that your feelings and emotions became a hindrance to building meaningful relationships with others?

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

[employee comments]
LEADERSHIP SKILLS:

Do you lead others where you are not willing to go?

Do you reprimand your employees or discuss situations with them?

[employee comments]
CREATIVITY:

Do you encourage your workmates to think creatively and enact the creativity in their daily work?

Are you motivated to do better every time you give a workable solution to a challenge?

[employee comments]
QUANTITY OF WORK:

What are some of the skills you have acquired to improve your productivity at work?

Is there an instance when you have used shortcuts to get a job done? How did this affect your productivity?

[employee comments]
BUSINESS ETIQUETTE:

Can you think of an instance where you felt you had raised your voice? How did you correct the situation?

What steps do you take to ensure a conversation runs smoothly even when disagreeing with what others are saying?

[employee comments]
CUSTOMER SERVICE:

Were there any times you came across customers with special needs? How did you assist them?

What efforts are you making to gain more understanding about company products?

[employee comments]
PROCESS IMPROVEMENT:

Is there any time you failed to set objectives when initiating process improvement efforts? How did you correct the mistake?

Have you ever failed to map existing processes and 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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