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

A Reconciliation Machine Operator is liable for using the calculating machine to compute for numerical data including statistical and accounting data using addition, multiplication, subtraction and division to find totals and post accurate records.

Primary responsibilities for this post are recording statistical data, verifying past computations for accuracy, preparing statements, bills, and invoices using operating machines, operating bookkeeping machines, cleaning the machines and replacing ribbons as needed, performing extraction of roots, posting totals to inventories and summary sheets, encoding transcription documents, balancing batch control totals, posting purchase orders, reports of goods received, invoices and paid vouchers to ledgers, transfers data from calculating machine to computer.

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

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.

Always very keen to avoid mistakes and delivers error free work.

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.

Starts the more involved or longer tasks first, and fills in the gaps with the shorter, self-contained or well-defined tasks

Works ahead; starts early to set up and prepare when one knows there will be a big rush

3

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

Effectively encourages team members' participation in attaining goals by identifying strengths of each member and assigning tasks based on those strengths

Takes pride in own work and encourages other people to do the same; effectively balances service, quality, and productivity standards

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.

Keeps track of all the company's expenses in order to fine-tune where the company's money goes

Keeps track of the company loans from banks and makes sure to pay back the loans first before using the remaining profit on the company's expenses

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 in redefining customer service processes to meet the ever-changing needs of customers

3

TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually.

Possesses exceptional knowledge in troubleshooting modern electronic devices and always detects and solves any problem

Utilizes modern electronic devices to share and store data such as external storage disks

3

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

Makes attempts to apply skills learned in training session to advance skill set and career

Encourages team members to share concepts learned in training sessions

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 willingness to learn how to apply appropriate writing conventions when expressing ideas in reports and proposals

Shows willingness to learn how to acknowledge cited works appropriately

2

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 proficient typing skills with high accuracy and exceptional typing speed

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

3

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Possesses excellent communication skills when explaining complex machines to clients

Excels at using computer aided design technologies when converting design information and requirements into a workable drawing

3

Self Evaluation

Self Evaluation Question

Employee Comments

ACCURACY:

How well do you take in instructions and follow them to the letter?

Are you someone who needs constant monitoring or supervision to deliver reliable work?

[employee comments]
MULTI-TASKING:

Describe a situation that required you to do a number of things at the same time. How did you handle it?

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

[employee comments]
RESULTS ORIENTATION:

Is there a time when you have handled a project that demanded a lot of effort? How did you go about it?

How do you motivate your team members to stay focused on achieving results?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when you have had to deal with a customer who had exceeded the company's payment term. How did you go about it?

[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]
TECHNOLOGY SAVVY:

How often do you seek for assistance when faced with challenges related to installing, using, and troubleshooting computer software?

What efforts are you making to learn how to troubleshoot modern electronic devices?

[employee comments]
TRAINING OTHERS:

What are you doing to concentrate during training sessions and do you encourage others to concentrate?

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 learn how to integrate primary data and secondary sources accurately?

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 literacy and numeracy skills when working with data?

What efforts are you making to improve your typing skills?

[employee comments]
MECHANICAL SKILLS:

What are you doing to improve your math skills and apply them in analyzing problems and designing solutions?

How often do you rely on sketches, verbal instructions, and notes to complete project designs?

[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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