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

An Account Receivable Clerk is accountable for securing revenue by verifying and posting receipts while resolving discrepancies.

The primary duties of this position entail supporting customer payments by recording cash, checks and credit card transactions, posting revenues by verifying and recording transactions form lock box and local deposits, updating receivables by calculating unpaid invoices, maintaining records by microfilming invoices, debits and credits, accomplishing accounting and organization mission by completing relevant results as needed, assisting financial management and analysis as requested, achieving accounting and organization mission by creating related results as needed, providing monthly financial and management reports, overseeing client trust accounts, accounts receivable write-offs and payment reversals, organizing and maintaining up to date financial records.

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

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.

Has a clear knowledge of the audience and does not use complex vocabularies and jargons.

Exhibits excellent listening skills and attentiveness while on the call.

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.

Shows willingness to mentor those staff under him/her and to share knowledge and information freely.

Puts to effect good and active listening skills by giving those under him/her time to say what they have to say.

3

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.

Has a high marginally functional department that is converted into a highly productive team

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

3

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Holds high ethical standards that are apparent through all the work delivered

Always ready to take on more tasks even before finishing the first

2

COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner.

Always looks for opportunities to take on leadership responsibilities at work, in the community and everywhere else

Always has a ready and prepared mindset. Perceives oneself as a warrior who never gives up until all enemies are defeated

3

SELF AWARENESS: Self Awareness is the ability to have a sound understanding of who you are as a person and how to relate to the world in which you live by understanding your strengths and weaknesses and how to manage them in the workplace.

Acknowledges and recognizes the emotions of other colleagues and instills a constructive attitude and positive during complex and difficult times

Maintains awareness of one's own emotions and uses this knowledge to guide one's actions and to think in a favorable manner

2

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Establishes criteria for success in order to make it easier to track the goals' progress and know when one has achieved them

Considers how own goals fit with other plans one has in life in order to avoid conflicting plans that can cause problems

2

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.

Separates the company money with personal finances in order to gauge profit easily and keep track of the company's expenses

Makes sure taxes are paid as promptly as possible to avoid penalties from late payments

3

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Excels at prioritizing work by avoiding being involved in endless details

Creates and implements effective time-saving strategies and has a great sense of timing

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.

Demonstrates exceptional ability to capture the perspectives of customers so as to meet their expectations and retain them

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

PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

Give an instance of any administrative blunder you have ever made and how did you resolve it?

[employee comments]
LEADERSHIP SKILLS:

Are you reliable to answer the employees? questions without lying?

Are you willing to learn new trends to equip you as a better leader?

[employee comments]
INITIATIVE:

Are you pushed to think creatively and explore new opportunities?

How well do you handle work pressure, deadlines, and coworkers?

[employee comments]
COMPETITIVENESS:

Are there times you have had to demonstrate leadership skills at work in order to stand out from the rest of your colleagues?

Are there situations where you made periodic mistakes while trying to learn something new?

[employee comments]
SELF AWARENESS:

Can you describe some circumstances and situations that brought out your best at work?

Are there times when you have reacted to someone or something in the workplace in a way you did not intend to? How did you fix that?

[employee comments]
REALISTIC GOAL SETTING:

How do you decide on your goals? How do you ensure that they are realistic?

What are some of the things that you have done to improve your ability to set realistic goals?

[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?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

Is there a time you had to seek assistance from another person to solve a problem quickly?

[employee comments]
PROCESS IMPROVEMENT:

How often do you encourage colleagues to undergo training on new procedures?

How often do you use existing benchmarks to complete processes in accordance with the set standards?

[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:

Related Articles