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

A Posting Clerk is responsible for recording details of business transactions and posts entries to the proper records.

The responsibilities of this position includes receiving payments for accounts, posting payments, processing refunds or account adjustments, making necessary notes on accounts, opening and processing mail, managing incoming and outgoing faxes, receiving all calls related to accounts, conduct research on misplaced data, locate payments, work with customers to keep them informed of the situation of their payments, calculating and maintaining records of the amount of money the customers owe a company, resolving any errors in calculations and billing, updating customers accounts when payments are received.

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

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.

Understands the importance of customer satisfaction and does more than required to ensure customer retention.

Knows how to listen to customers attentively to extract the important details required to assist them effectively.

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.

Talks in a steady speed rate, not so fast and not so slow.

Gives the other person on the line time to ask before responding accordingly.

3

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Knows how to resolve any outstanding client issues and problems amicably.

Is decisive when it comes to making decisions and sticks by the decisions made.

3

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

Ensures that he or she works in a quiet environment to avoid distractions that can lead to possible errors.

Looks at situations from different perspectives and not only in a one-sided way.

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.

Takes a deep breath before responding to an argument in order to collect one's thoughts and calm one's emotions

Practices empathy by stepping back and reflecting on how one would feel in the other person's shoes, instead of judging them immediately

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.

Reads books and attends webinars, workshops, classes, seminars, etc. that help in professional growth

Seeks out opportunities for growth and expanding self horizons in order to have more to offer at work

2

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Listens intently in order to understand what one needs to do and deliver appropriately

Does what one can to help around the office without being specifically ordered to do so

3

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

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Possesses exceptional ability to point out, define, and analyze existing problems

Possesses outstanding ability to summarize information, explain the motives, aims, results, and conclusions of a research

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 exceptional ability to do the same task repeatedly for long periods of time

Excels at transcribing documents, typing up manuscripts, and inputting complex statistical data

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]
PHONE SKILLS:

Have you ever interrupted someone while talking over the phone? How did the conversation turn out?

Do you usually call back when you promise to do so and have you ever failed to so at any given point?

[employee comments]
PROBLEM SOLVING:

How well do you accommodate other people ideas and opinions when trying to solve a problem?

How well do you brainstorm before setting out to solve a problem?

[employee comments]
ACCURACY:

Give an instance you overloaded yourself with work and how you would rate the work you submitted.

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

[employee comments]
DEALING WITH DIFFICULT PEOPLE:

How would you deal with a team member who is always picking fights with others or is difficult to work with?

How do you differentiate between a person who is deliberately difficult from one who is difficult due to some stress he/she is going through?

[employee comments]
COMPETITIVENESS:

Are there times you have had to demonstrate leadership skills at work in order to stand out from the rest of your colleagues?

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

[employee comments]
FOLLOWING DIRECTIONS:

Can you give an example of a time when you were able to demonstrate your ability to follow instructions?

Can you describe a time when you received complex instructions? How did you make sure you understood each and every detail?

[employee comments]
CUSTOMER SERVICE:

Is there a time when you were asked a question and you were unable to answer? Did you seek assistance?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
RESEARCH:

How often do you use mathematical techniques such as statistical tests to manipulate data?

How often do you employ logic and reason when determining the merits of an argument?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

What efforts are you making to improve your ability to work with different data entry software packages?

[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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