Use this step by step explanation to craft a good employee performance feedback review for an account administrator. Find the right words with quality phrases.
An Account Administrator is responsible for providing administrative support to accountants, undertaking clerical tasks like typing, filing making calls, etc. to help maintain the office and keep it running smoothly.
The duties and responsibilities of this position include working with spreadsheets, sales, purchase orders and journals, preparing statutory accounts, Reconciling finance accounts and direct debits, managing petty cash transactions, calculating and checking to ensure the payments, amounts, and records are correct, sorting out incoming and outgoing daily post and answering any queries, controlling debts and chasing debts, producing documents, reports, tables, and graphics, maintaining various project databases including updating records and creating custom reports.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| 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. Exhibits excellent listening skills and attentiveness while on the call. | 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. | Evaluates all possible solutions and chooses the one that will deliver the best results. Gathers all the necessary facts and information first before making any decision. | 3 |
| COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others. | Lets everyone find their strength and work to contribute to the common goal, rather than trying to do everything Meets as a group for the occasional relaxed gathering in order to know each other well and work better together | 3 |
| FACILITATION: Facilitation is making tasks or life easy for others while ensuring the daily running of successful meetings or workshops or business at large. | Sets the start and end times of a meeting and communicates it to the team members before the actual meeting States the group rules when necessary but avoids going overboard in order to not restrict expression in the group | 3 |
| MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives. | Inspires and fosters team's commitment and trust, facilitates cooperation and motivates team members to accomplish team goals Identifies and analyzes problems, weighs the accuracy and relevance of information, and generates alternative solutions or makes recommendations | 3 |
| MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks. | Manages the assigned team in an excellent manner without any flaws Ability to understand each personal attitude and deal with it professionally | 3 |
| APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them. | Takes the appropriate steps to follow the provided action plan Highly receptive to coaching and managerial feedback on the overall assessment | 2 |
| COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition. | Understands the value of completing projects as a team instead of alone Brings individual workers together to satisfy deadlines and work efficiently as one | 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. | Excels at classifying information and structuring reports and proposals in an appropriate format Acknowledges cited works and demonstrates deep understanding of the appropriate referencing styles | 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 proficient typing skills with high accuracy and exceptional typing speed Excels at transcribing documents, typing up manuscripts, and inputting complex statistical data | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| PHONE SKILLS: Give an instance you were called by an irate caller and explain how you handled it? How well do you close conversations and do you feel you leave the callers in a satisfied position? | [employee comments] |
| PROBLEM SOLVING: How well do you solve issues and are you confident in your abilities? Are you in most cases conversant with what the problem is before you solve it? | [employee comments] |
| COLLABORATING WITH OTHERS: What are some of the challenges you have faced when working with others? How do you manage to stay focused despite the challenges? Can you describe the most disappointing team experience you have ever had? Is there anything you could have done to prevent it? | [employee comments] |
| FACILITATION: Is there a time when you have had to deal with a group member who does not attend group meetings? How did you go about it? How do you encourage group members to stay motivated when there is work pressure? | [employee comments] |
| MANAGING AT TEAM: How do you think your reporting staff would comment on your strengths, weaknesses, and managing style? Is there a time when you have praised an employee in public? How did you go about it? | [employee comments] |
| MANAGEMENT SKILLS: What role have you played in your team and their success? Do your workers respect or fear you and do your leadership role intimidate them? | [employee comments] |
| APPRAISAL AND EVALUATION SKILLS: Do you find fault with some of the employees you assess? Are you able to schedule your work to match the company's calendar? | [employee comments] |
| COOPERATION WITH COLLEAGUES: Are you willing to reconcile when a conflict occurs in the workplace? What are your strengthens and how do you utilize them in the group? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: How often do you encourage others to acknowledge cited works? What efforts are you making to meet the needs of the target audience when writing reports and proposals? | [employee comments] |
| DATA ENTRY: What measures are you putting in place to maintain data confidentiality? How often do you encourage others to learn more computer skills? | [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: |