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

An Account Resolution Analyst is responsible for establishing and maintaining relationships with both internal and external clients to address inquiries, resolve issues and ensuring timely and accurate adjustments as they relate to invoices by the policies, procedures, and agreements that are set.

Essential functions for this post include generating reports for all facilities weekly and monthly while uploading into specified system, researching client relates inquiries and issues as required, providing backup or credit facilities due to the billing questions, generating, printing, uploading and distributing invoices for external customers, maintaining an accurate and complete up to date contact information, keeping records of researched information from client emails as well saving them to a shared public file drive, invoicing any miscellaneous charges.

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

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.

Possesses superior administrative skills and knowledge and effectively applies them to the various work related assignments.

Promotes a peaceful and productive working environment for all staff members.

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.

Communicates unambiguously and concisely that gives others an easy time to comprehend what is being passed across.

Knows how to solve problems by coming up with workable solutions effectively.

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

Carries a strong orientation skill that directly contributes to the solidarity and focus of 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.

Excellent ability in learning and understanding key tricks on the new technology

Is not scared to make periodic mistakes or take calculated risks

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

Knows how to manage time effectively and gets every project or task done within the assigned time

3

ENTHUSIASM: Enthusiasm is an intense enjoyment or a lively interest in a certain thing with a zest and a strong belief that can be felt by those around you.

Always concentrates on own work thus it becomes easier to ignore challenges and obstacles in the workplace

Shows interest in one's own work and offers tips for getting the job done more efficiently to others performing the same task

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

Makes commitments to meet deadlines and makes productive use of the available time

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

Excels in redefining customer service processes to meet the ever-changing needs of customers

3

TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually.

Known as the person to go to for assistance when faced with problems related to operating modern electronic devices

Shows in-depth understanding on how to keep computers and mobile devices free from unauthorized access

3

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Leads in participating in specialized training programs and seeks for more specialized training opportunities

Shows excitement and eagerness to attend training sessions and is yet to miss any training session

3

Self Evaluation

Self Evaluation Question

Employee Comments

ADMINISTRATIVE SKILLS:

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

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?

How well do you receive and at the same time give constructive feedback?

[employee comments]
LEADERSHIP SKILLS:

Do you offer concern and assistance for poorly performing employees?

Do you reprimand your employees or discuss situations with them?

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Are you keen to check every detail at the start and close of every day?

[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]
ENTHUSIASM:

Think of a time you had an idea and you got other employees to follow you. What was the idea?

Describe a time you did more than was required of your job description. How did you feel about that?

[employee comments]
TIME MANAGEMENT:

Do you maintain a plan and say no to constant interruptions while working?

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

[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 redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
TECHNOLOGY SAVVY:

Can you describe a situation where you successfully utilized the power of computers to process tasks more efficiently and accurately?

What are you doing to increase your capacity to operate modern electronic devices?

[employee comments]
TRAINING OTHERS:

How often do you encourage team members to take part in training sessions?

What are you doing to prepare for training sessions ahead of time?

[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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