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

A Bookkeeper is responsible for maintaining records of financial transactions by establishing accounts, posting sales, ensuring legal requirements compliance.

The essential duties of this position include developing systems to account for financial transactions a chart or statements, defining bookkeeping policies and procedures, maintaining subsidiary accounts by verifying, allocating and posting transactions, balancing subsidiary accounts by reconciling entries, maintaining general ledger by transferring the subsidiary account summaries, balancing general ledger by preparing a trial balance, combining all entries, maintaining a historical record by filing documents, preparing the financial reports by collecting, analyzing and summarizing account information and trends, contributing to team effort by accomplishing related results as required, complying with the federal, state and local 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

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.

Talks in a steady speed rate, not so fast and not so slow.

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.

Consistently ensures to communicate in an apparent, efficient, concise, and timely manner.

Handles conflict in a very creative and constructive manner to achieve the best solution for all.

3

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Lets everyone find their strength and work to contribute to the common goal, rather than trying to do everything

Uses email discussions, document sharing services, and online wikis to communicate and keep group members up to date

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

Treats all employees with respect making them feel valued and worth

3

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Consistently meets personal objectives even those that look challenging to the ordinary employee

Demonstrates high initiative and energy in pursuing the set goals

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.

Coordinates others in finding workable solutions to devices that won't perform

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.

Volunteers a few hours a week with a community association in order to gain valuable experience that can be used in the workplace

Grabs every opportunity that helps in getting noticed at work as this is a great step to building a professional competitive reputation

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.

Completes tasks on time, avoids time wasters and establishes appropriate priorities

Seeks assistance to solve a problem quickly and avoids lagging behind

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.

Integrates parallel processing techniques to ensure that related processes can run simultaneously to improve efficiency

Generates new perspectives and ideas that improve processes and hosts ideation sessions with key team members to generate more ideas

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

Excels at developing paragraphs that introduce, develop, connect, and conclude ideas

3

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

Have you ever interrupted someone while talking over the phone? How did the conversation turn out?

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:

Do you think you are a good role model to your junior staff?

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

[employee comments]
COLLABORATING WITH OTHERS:

Can you give the best example of a time when you worked cooperatively as a team member to complete an important task?

Can you describe a project you were working on, that required input from people in different departments or at different levels of the company? How did you go about it?

[employee comments]
LEADERSHIP SKILLS:

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

Is the company's interest the center of your interest as you work?

[employee comments]
PERSONAL GROWTH:

Are you fully committed to remaining an active part of the company?

Are you personally aware of areas you need to change?

[employee comments]
PHYSICAL ABILITIES:

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

Are you physically fit to take on tasks that require human strength?

[employee comments]
COMPETITIVENESS:

What are some of the projects, tasks or activities you took part in to improve your personal skills?

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

[employee comments]
TIME MANAGEMENT:

Do you plan your time and evaluate how you use it periodically 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]
PROCESS IMPROVEMENT:

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

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

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

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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