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

An Accounts Collector is responsible for acquiring records for debts owed to the company or individual as well as receiving the post payments to accounts and collecting debts. This position maintains the overall files on the financial status of customer accounts.

The primary responsibilities for this post are sending out notices to overdue accounts, keeping records on the financial situation of auditors, collecting payments and post to accounts, reaching out to customers with unpaid debt with an attempt to collect them, keeping track of delinquent accounts, advising customers of default consequences and debt repayment, trying to repossess merchandise if client has not paid the debt, setting up compensation plans according to their ability to pay, making personal visits if required to collect debts.

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

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Always questions what the team is doing to try to ensure that everyone is benefiting.

Drives team-related work and activities forward and ensure tasks are handled to completion.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Implements all procedures required and do not compromise on quality.

Knows how well to gather and analyze information and data given.

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.

Manages to accomplish set goals and objectives within the stipulated timeframe and with minimal resources.

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.

Highly useful in bonding employees together to create a solid team

Motivates and encourages the team to take responsibility for their performance

2

DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period.

Keeps all commitments and works with coworkers to help them keep theirs

Demands reliability from others especially when working as a team

3

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Communicates the plan of the company to see tangible results in a clear, effective way

Confidently communicates decisions reached by the company clearly and effectively

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.

Embraces the power of professional associations as a way of gaining wisdom, knowledge, and experience

Focuses on the clients' exact demands and remains committed to meeting those demands

3

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.

Considers renting equipment rather than buying in order to avoid maintenance costs and overpaying on equipment that is only required for a certain period of time

Keeps track of sales' call logs and their results in order to know what works for customers and drop what doesn't

2

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.

Demonstrates exceptional capacity to work anytime from anywhere and on any device

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.

Takes advantage of each and every training session to advance skill set and career

Learns new concepts quickly and applies them in completing projects and in realizing career goals

3

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

Give an example where you helped diffuse team tensions when there was an issue?

Are you always aware of your roles and responsibilities within the team and how do you feel about them?

[employee comments]
ACCURACY:

How well do you take in instructions and follow them to the letter?

Describe an instance you made an error that led to significant problems and what did you learn afterward?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

How well do you manage the pressures of your administrative position?

[employee comments]
LEADERSHIP SKILLS:

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

Do you reprimand your employees or discuss situations with them?

[employee comments]
DEPENDABILITY:

Can your manager depend on you to handle tasks without being asked to do so?

Are your work results and your reliability in harmony and dos your record show that?

[employee comments]
ORIENTATION TO WORK:

How well do handle pressure and stress in the workplace?

How well do you relate to your co-workers and management?

[employee comments]
COMPETITIVENESS:

What sort of projects did you generate that required you to go beyond your job description?

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

[employee comments]
FINANCIAL MANAGEMENT:

What tools/techniques have you used to keep track of the company's cash flow? How have these tools/techniques helped the accounts department?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
TECHNOLOGY SAVVY:

How often do you seek for assistance when faced with challenges related to installing, using, and troubleshooting computer software?

What efforts are you making to learn how to troubleshoot modern electronic devices?

[employee comments]
TRAINING OTHERS:

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

How often do you encourage team members to share concepts learned in training sessions?

[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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