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

An Invoice Control Clerk is liable for checking the accuracy of the purchase order with the seller invoices and supporting documents provided to verify the accuracy of billing data and ensure receipt of the items ordered.

The primary roles for this position includes compiling data from vendor invoices, collecting supporting documents to verify accuracy of billing data, ensuring receipt of items ordered, comparing invoices to ensure compliance with the company's policies and procedures, following up on invoices and credit memorandums, recording data in control records, computing figures to determine prices and discounts, contacting buyers regarding errors in partial or duplicate process or substitutions, maintaining files of returnable items received from or those returned to vendors, writing checks, preparing vouchers authorizing payments to the suppliers.

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

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.

Knows how to play excellently with mini-stories in a way that captures the readers.

Avoids the usage of overly long sentences while developing content.

3

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Knows when to walk away from the current deal and make another deal.

Shows great confidence and composure while negotiating with other people on issues.

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.

Ensures to proofread work at all times before giving it in to avoid mistakes.

3

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Is able to communicate information and ideas respectfully to ensure that messages and information are understood and have the desired impact

Is able to restrain negative actions and keep own actions under control when facing a difficult situation or working under pressure

3

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Chooses tasks that are fluent, routine, and familiar to multi-task or those that do require one's full focus to accomplish

Allows extra time for interruptions when planning for how long one expects everything else to take

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

Stays up-to-date with the latest innovations and trends in the specific career field

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.

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

Sets payment terms of no more than seven days in order to ensure that payments are not lost in the process or forgotten

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Takes pride in serving all clients equally in a warm and friendly way

Excels at offering special and unique solutions to customers with special needs

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Conveys technical and complex information and ideas in an appropriate format and language

Leads in preparing reports and proposals that persuade and provide information

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 a responsible and industrious working attitude and pays attention to details

3

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

What is your best and worst piece of writing? Explain your answer.

How many languages can you comfortably use in your writing?

[employee comments]
NEGOTIATION SKILLS:

When negotiating how well do you take charge of the process?

Have you ever lost your temper while negotiating with someone and what was the outcome?

[employee comments]
ACCURACY:

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

How do you do your research and do you use factual data and information while doing any task?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Describe a situation where you have provided advice on procedures and the use of the company resources. Was your advice taken? If yes, what was the outcome?

What steps have you taken to encourage other employees to keep up-to-date with the company's rules, structures, networks, and systems?

[employee comments]
MULTI-TASKING:

What system do you use to keep track of multiple projects? How has this helped you meet deadlines?

What tips have you used to differentiate tasks that fit well in multi-tasking from those that require your undivided attention?

[employee comments]
COMPETITIVENESS:

What are some of the projects, tasks or activities you took part in to improve your personal skills?

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

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

How often do you encourage others to employ writing styles that are reader-friendly?

[employee comments]
DATA ENTRY:

What efforts are you making to improve your ability to do repetitive tasks for long periods of time?

Have you ever failed to meet a tight deadline? What efforts did you make to improve?

[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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