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

An Accounts Payable Associate is responsible for providing financial, administrative and clerical support by ensuring payments are completed and all expenses controlled by receiving payments, processing, verifying and reconciling invoices according to the established policies and procedures in an efficient, timely and accurate manner.

The major responsibilities include Settling processed work by validating entries and comparing system records to balances, charging expenses to reports and cost centers by examining invoices and recording entries, matching purchase orders to invoices and entering invoices into computer, paying employees by receiving and verifying expense reports for advances, preparing checks, paying vendors by monitoring discount opportunities, reviewing federal ID numbers, maintaining accounting ledgers by verifying and posting account transactions, protecting organization's value by keeping information confidential.

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

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Evaluates ideas and opinions in an unbiased manner without favoritism.

Demonstrates excellent problem-solving skills by accessing a problem and devising the best possible solution for it.

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.

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

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 participate in discussion and considers their ideas before responding

Meets as a group for the occasional relaxed gathering in order to know each other well and work better together

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

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

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

3

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

Takes the initiative to contact customers or research the effectiveness of the suggested solutions; continues to try new solutions until the desired result is achieved

Aligns personal goals with those of the team or company and works hard to achieve them promptly and efficiently

2

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.

Looks at the company's financial performance and compares it with financial statements from the past in order to project the future of the company, its expenses, and cash flow

Develops comprehensive financial statements or loan proposals in order to establish a strong relationship with lenders and secure loans

2

DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness.

Treats everyone the way they wish to be treated and never alienates others

Always discourages any form of harassment, bullying, and abrasive behavior and leads in promoting team building activities

3

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

Excels at teaching team members the complex concepts learned in training sessions

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

3

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

Give an instance you hurriedly made a decision without thinking it through and what was the result?

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
ACCURACY:

Are you keen when it comes to gathering data and information?

How much time do you dedicate to ensure you deliver an error free task?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

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 describe a team experience which you have found rewarding?

Can you describe the most disappointing team experience you have ever had? Is there anything you could have done to prevent it?

[employee comments]
PERSONAL GROWTH:

Do you make an immediate corrective action based on the coaching or feedback you receive?

Would you like to see your career grow as the company does?

[employee comments]
COMPETITIVENESS:

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

Mention a time you made an intentional effort to get to know someone from another culture. What was the result?

[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?

When you have a lot of projects you need to complete, what do you do to accomplish them effectively and promptly?

[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]
DIVERSITY AWARENESS:

What efforts are you making to promote professional development courses and forums that enhance diversity?

Can you think of a situation where you failed to accept diverse views? How did you correct the situation?

[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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