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

An Accounts Payables Clerk is responsible for completing payments and controlling expenses by receiving processing, verifying and reconciling invoices.

The essential functions include combining processed work by verifying entries and comparing system reports to balances, protecting the organization's value by keeping the information confidential, Charging expenses to records and cost centers by analyzing invoice/expense reports, assessing entries, paying vendors by monitoring discount opportunities, verifying federal id numbers, scheduling and recording checks, resolving purchase order, contract, invoice or payment discrepancies and documentation, insuring credit is received for exceptional memos, issuing stop-payments or purchase order revisions, paying employees b collect and verifying expense statements and requests for advances, preparing checks, reporting sales taxes by calculating requirements on paid invoices, coding 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

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Knows how to play excellently with mini-stories in a way that captures the readers.

Avoids the usage of overly long sentences while developing content.

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.

Empathizes with other person and try to be as personable as possible.

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.

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.

Exhibits a winning attitude among the team encouraging them to view challenges differently

Structures the assignment and projects to further strengthen teamwork among the employees

3

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Leads a team of heavy lifters who run heavy equipment and machines with ease

Always the first choice whenever a person is required to perform new technology tasks

3

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.

Joins associations with like-minded professionals to help create relationships that can help tap new, exciting ideas into the business

Knows how to empathize and sympathize with co-workers in order to build harmony and avoid conflicts in the workplace

2

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

Assists others in managing their time and building their time-management skills

3

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.

Makes efforts to implement policies that drive change towards the latest trends

Makes some efforts to surveys competitors to find out what is making them thrive

2

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.

Starts all process improvement efforts with clear objectives and always identifies processes that fall within the context of business goals

Possesses the best insight into the root cause of errors in processes and is always able to correct any errors

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.

Demonstrates deep understanding of all the key components of reports and proposals

Uses a clear, logical structure that achieves internal cohesion and coherence

3

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

How do you receive feedback and do you set yourself to apply the ones you feel are beneficial to your writing?

Do you take online courses to help yourself to improve your mastery in writing?

[employee comments]
PHONE SKILLS:

Have you ever made a call while drinking or eating? How can you rate the conversation?

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:

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

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
LEADERSHIP SKILLS:

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

Can you be trusted to poor coach employees to see a change in their performance?

[employee comments]
PHYSICAL ABILITIES:

Do you stay updated on the new technology that is in the market for the equipment you are working with

What areas do you think you need to improve on?

[employee comments]
COMPETITIVENESS:

What are some of the things you have done to help co-workers improve their professional competitive skills?

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

[employee comments]
TIME MANAGEMENT:

Are you able to distinguish between unimportant and important tasks when working on a project?

How do you react when you realize that time is running out and you are yet to finish a project?

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of a new business trend that challenged you most and how did you implement change?

What efforts are you making to overcome competition and what strategies are you using to get new opportunities?

[employee comments]
PROCESS IMPROVEMENT:

Which techniques are you employing to identify bottlenecks in processes and the points at which improvements can be made?

How often do you attend think tank and ideation sessions to learn new ideas on improving processes?

[employee comments]
WRITING REPORTS AND PROPOSALS:

Have you ever failed to proofread and edit a report or proposal before submitting? How did you correct the situation?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[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