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

A Billing Manager is liable for leading and planning all billing operations, maintaining revenue by establishing, implementing and controlling the billing system as well as streamlining ongoing billing processes across multiple markets. This job is highly visible and requires a strong leader with the ability to prioritize, plan and direct the department.

Other essential responsibilities include overseeing and streamlining billing and collections processes, closing of the billing group information every end of the month, planning and implementing quality assurance for all operations, staffing discussions, and planning interviews, assisting with the implementation of a new billing system, meeting billing financial standards through providing an annual billing budget information, monitoring expenditures, implementing corrective actions as required by the company, accomplishing billing departmental objectives by measuring the billing results against the plans.

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.

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

3

INSPIRING OTHERS: Inspiring is encouraging one to be their best in contributing to the vision of an organization where they are placed and entrusted to work.

Is very genuine and honest with other employees and to oneself, and does not pretend to be someone one is not

Arranges a group discussion in order to address a problem and avoids targeting a particular group member during the conversation

3

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Have no difficulty at all working along with others in the organization

Creates an environment of open communication and trust among the employees and management

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.

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

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

3

HANDLING STRESS: Handling Stress is the skill to balance the requirements of the job and your abilities or available resources in performing it.

Postpones major work changes such as new projects or changing departments when feeling stressed or anxious

Does not over commit or offer to take on projects when one does not realistically have enough time

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Identifies and meets with the appropriate parties in order to develop an understanding of the set goals and desired results

Takes pride in own work and encourages other people to do the same; effectively balances service, quality, and productivity standards

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.

Sends out invoices as soon as one can or after releasing goods and services in order not to forget to ask for payments

Keeps business trips' costs minimal; does not overspend on luxurious traveling or accommodation

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Understands how financial decisions affect the bottom line; knows about general accounting and financial principles that affect the project at hand

Knows how to create projects' contracts with clear terms and conditions that are agreed upon by both parties, and how to administer the contracts

2

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.

Commended for having deep understanding of the current market trends

Stays up-to-date with the latest trends and implements policies that drive change towards the latest trends

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

Utilizes modern electronic devices to share and store data such as external storage disks

3

Self Evaluation

Self Evaluation Question

Employee Comments

ADMINISTRATIVE SKILLS:

Do you encourage those under you to perform professionally at all times?

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

[employee comments]
INSPIRING OTHERS:

What are some of the things you have done in the past to improve your ability to inspire others at work?

Give a good example of a time when there was a conflict in your team, but you were able to fix it. What had happened? What did you do?

[employee comments]
TEAM BUILDING:

Are you a team player or a mere observer? What do you need to change?

What is one specific lesson you learned from your team that you could not learn by working alone?

[employee comments]
COMPETITIVENESS:

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

Have you ever participated in a networking event? How did you interact with other people attending the event?

[employee comments]
HANDLING STRESS:

Give an example of a time when you have worked with a team that was facing a very stressful situation. How did you help the team members handle the situation?

Is there a time when your work has been criticized? How did you receive the criticism?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you were not satisfied with the results you achieved for your goals? What was the problem?

Describe a project that you have started on your own recently. What motivated you to get started?

[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 you have had to deal with a customer who had exceeded the company's payment term. How did you go about it?

[employee comments]
PROJECT MANAGEMENT:

What methods/techniques have you used to track the progress of a team project? Describe a time when you have prevented a project from derailing

What is the greatest challenge you faced on your last project? How did you overcome it? What lesson did you learn?

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of any business trends that you predicted accurately?

Do you encourage your colleagues to attend conferences and local events that provide networking opportunities with other professionals?

[employee comments]
TECHNOLOGY SAVVY:

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

Have you ever advocated the use of modern electronic devices that can assist in sharing and storing data more efficiently?

[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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