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

A Statement Distribution Clerk is accountable for dispatching and distributing bank statements that have already been prepared, signed and sealed for the customers.

The primary responsibilities of this position include ensuring all the statements are signed and sealed ready for dispatch, helping with sealing and signing off of accounts, handles checks signature verification, stops payment notices, cancels checks using unique bank machines, loads machines with statements ready for dispatch, completes orders for checks, compiling data about the bank statements, looking up customer information for report delivery, taking orders for checks and ensuring they are sent out, mailing out statements, weighing statements in envelopes and affixing correct postage, answering enquiries.

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.

Excellently handles clients and does not get any complaints against him/her.

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

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

Thinks about whether there are resources to manage or distribute other than own time and attention

3

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

Keeps copies of detailed and complicated directions on files for projects and tasks that are done infrequently, for future reference

Does what one is asked to do in the workplace as long as it is moral, reasonable and harmless

2

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

Utilizes tools and techniques that ensure that projects and goals remain on target and within the set budget

Generates enthusiasm and commitment from others in order to set and achieve challenging goals or objectives

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.

Hires a good bookkeeper or uses an accounting software to keep accurate and timely track of the company's income and costs

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

3

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

Takes part in redefining customer service process to meet the ever-changing needs of customers

Puts more effort in providing feedback on time after a customer makes an inquiry

2

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

Puts more effort to participate in specialized training programs and shows interest to look for more training opportunities

Makes effort to evaluate the outcomes of a training session

2

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.

Demonstrates exceptional understanding of the appropriate writing styles when expressing ideas

Uses a clear, logical structure that achieves internal cohesion and coherence

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.

Demonstrates outstanding ability to work under pressure and tight deadlines

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

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you actively solicit feedback from customers to determine their concerns and needs? Explain how.

Which biggest challenge have you encountered in customer service and how did you deal with it?

[employee comments]
ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

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

[employee comments]
MULTI-TASKING:

Describe a time when you have had to perform multiple tasks at the same time. What are some of the challenges you faced?

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

[employee comments]
FOLLOWING DIRECTIONS:

How do you make sure that you remember all the instructions you have received to perform a certain task?

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

[employee comments]
RESULTS ORIENTATION:

What are some of the most common things that prevent people from achieving results from their goals? What do you think they should do differently?

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

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

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]
CUSTOMER SERVICE:

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

Are there any instances where some customers declined following a queue? How did you correct such situations?

[employee comments]
TRAINING OTHERS:

How often do you participate in specialized training and what efforts are you making to look for more training opportunities?

How often do you encourage team members to share concepts learned in training sessions?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[employee comments]
DATA ENTRY:

What measures are you putting in place to maintain data confidentiality?

What are you doing to improve your spelling, punctuation and grammar when typing?

[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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