Use this step by step explanation to craft a good employee performance feedback review for an invoice clerk. Find the right words with quality phrases.
An Invoice Clerk is responsible for issuing invoices, credit memos, updating customer records and issuing monthly customer statements in the accounting department of any organization.
The responsibilities for this position are updating customer records and issuing monthly customer statements, interacting with vendors and clients to ensure accuracy, comparing invoices against purchase orders, receiving documents to verify receipts of the items ordered, recording data for follow up, contacting vendors regarding errors in bills, maintains all files of suitable ordered and received them on delivery, returning all returnable goods to the sellers, figuring out and confirming prices and discounts offered and cross checks to see they are accurate on the invoices.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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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 |
|---|---|---|
| CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product. | Provides timely feedback to all customers including the most difficult ones. Always meets the changing needs of clients by redefining the customer service process. | 3 |
| VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business. | Seeks for clarifications on issues that are not well understood Maintains direct eye contact with the audience when giving a speech. | 3 |
| WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication. | Exudes great creativity with the content and uses simple words to create a story. Follows to the letter all form and rules of proper writing, and tries to develop other creative styles. | 3 |
| 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. | Knows how to put the other person on hold and professionally unholds them. Ensures to do callbacks to give responses and feedback if promised to do so earlier. | 2 |
| 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. | Has a perfect sense of humor and always makes jokes to make others laugh. Recognizes and manages the effects of personal stress and of those who are around properly. | 3 |
| DEALING WITH DIFFICULT PEOPLE: Dealing with Difficult People is learning how to tactfully calm down an obnoxious person who is either verbally attacking you or stealthily criticizing you or your professional contribution. | Keeps one's cool and avoids resorting to name-calling no matter the response of the other person Sticks to the facts without feeling the need to explain oneself; states a clear narrative that isn't bogged down with too much detail or emotion | 3 |
| ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude. | Understands, negotiates and balances diverse views and beliefs, particularly in multicultural environments, to reach workable solutions Surveys clients about their experience with the company and modifies service delivery based on the findings | 2 |
| CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise. | Shows an extraordinary ability to understand what customers are experiencing and is able to meet all their needs fully Clearly outlines the steps needed to resolve a problem in the simplest way possible | 3 |
| SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects. | Excels at assigning resources and identifying resource loading in an organized manner Adds enough contingency time for any unexpected events when scheduling tasks | 3 |
| DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate. | Possesses in-depth literacy skills coupled with exceptional numeracy skills when working with data Demonstrates exceptional spelling, punctuation and grammar when typing data into relevant software | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: Do you put in an extra effort and time in emergencies to ensure the needs of customers are met? How would you describe your relationship with clients? What impact has it had on your performance? | [employee comments] |
| VERBAL COMMUNICATION: How well can you rate your verbal skills and what are you doing to improve? Do you give people ample time to talk before you state your point or views? | [employee comments] |
| WRITING SKILLS: Do you normally counter check your work for grammatical errors before submitting? How many languages can you comfortably use in your writing? | [employee comments] |
| PHONE SKILLS: Give an instance you were called by an irate caller and explain how you handled it? Do you typically take charge of the phone calls you make and how do you ensure to have everything under control? | [employee comments] |
| INTERPERSONAL SKILLS: Are you always approachable or people tend to find it hard to approach you? How well do you receive and at the same time give constructive feedback? | [employee comments] |
| DEALING WITH DIFFICULT PEOPLE: Is there a time when you have had to respond to an unhappy customer? How did you deal with him/her? When you work with a group of people, disagreements are common. Can you describe a time when you handled a disagreement in your workgroup? How was it solved? | [employee comments] |
| ADAPTABILITY: Can you describe a project or situation which required you to remain open-minded and flexible in order to succeed? Is there a time you had to adjust to a colleague's working style or technique in order to meet a deadline or achieve an objective? | [employee comments] |
| CUSTOMER SERVICE: Were there any times you came across customers with special needs? How did you assist them? Are there any instances where you delayed responding to a customer and did you give any explanations for the delay? | [employee comments] |
| SCHEDULING: What are you doing to identify and prioritize more important tasks? How often do you create a routine to get repetitive tasks done more efficiently? | [employee comments] |
| DATA ENTRY: What efforts are you making to improve your ability to do repetitive tasks for long periods of time? What efforts are you making to improve your ability to work with different data entry software packages? | [employee comments] |
Summary |
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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: |