Use this step by step explanation to craft a good employee performance feedback review for an accounting assistant. Find the right words with quality phrases.
An accounting Assistant is the right man helper of accountants that have particular tasks assigned to them that include: administrative support and clerical duties such as typing, filing, making phone calls, handling emails and basic book keeping while maintaining the office and keep it running smoothly.
More of the duties include: Reconciling finance accounts plus direct debits, managing office petty cash transactions, controlling credits and chasing debts owed to the company, working with spreadsheets to prepare sales, purchase ledgers and journals, preparing statutory accounts, sorting out both incoming and outgoing daily posts while answering any queries that may come up as well as ensuring all payments, amounts, and records are all correct.
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 |
|---|---|---|
| ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit. | Follows proper work reporting channels when handling work related issues. Documents all processes and items and is accountable to everything given out to him or her. | 2 |
| 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. | Tries to be as comfortable and relaxed as possible before making any telephone call. Avoids any form of distractions before making a telephone call. | 2 |
| PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training. | Organizes a good, balanced and dynamic presentation with high impact results. Does proper research on the topic to be presented to gather all updated facts and figures. | 2 |
| CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking. | Highly demonstrates assertive and decisive ability when finding solutions for problems. Examines the implications and possible consequences to any particular action carefully. | 3 |
| MANAGING EXPENSES: Managing Expenses refers to the systems deployed by a business to process, pay and audit the employee-initiated expenses that may include travel, entertainment, telephone, etc. | Allows the use of the available resources before new ones are provided to avoid wastage Maintains clear financial records that are accurate, easy to understand and readable | 2 |
| CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues. | Sees trends, patterns and missing pieces when looking at information and tries to draw links between the information and the context Sees beyond the current business model and suggests new ways of working that are different from competitors | 2 |
| ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it. | Makes and effort to create new ways that help one's own tasks get done faster, easily and more effectively Enjoys helping other employees and considers them as partners in building something of value | 2 |
| PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down. | Uses more positive or neutral words to describe the situation and avoids words that may make one feel frustrated about the situation Prepares for the worst possible outcome and how to deal with it; tries something else when a solution one has implemented doesn't work | 2 |
| 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. | Asks for upfront payments from clients, introduces plans that give discounts for pre-payments or full payments, and adds late payments penalties where possible Develops comprehensive financial statements or loan proposals in order to establish a strong relationship with lenders and secure loans | 2 |
| PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly. | Finds a place for everything so that resources, data and all the tools needed for projects are easily accessible; maintains a clear project team structure Knows how to create projects' contracts with clear terms and conditions that are agreed upon by both parties, and how to administer the contracts | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Do you feel that you follow all the rules and regulations to the letter? Is there teamwork in the organization? How do teams perform when assigned tasks and projects to handle? | [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] |
| PRESENTATION SKILLS: Give an instance your presentation backfired and what was your backup plan? How can you rate your experience level when it comes to giving presentations? | [employee comments] |
| CRITICAL THINKING: Elaborate on a given occasion that you made the best decision. How did you feel about it? How well do you consider having a concrete conclusion when presenting your ideas? | [employee comments] |
| MANAGING EXPENSES: Do you keep daily, weekly or monthly data on every expense from all teams? Do you require an upgrade of any systems that you use to record and store data? | [employee comments] |
| CONCEPTUAL THINKING: Describe the most complex task you have ever accomplished. What information did you use when handling this task? Describe a time when you needed to develop and use a complex procedure in order to complete a task. What obstacles did you encounter when handling the task? | [employee comments] |
| ENJOYMENT OF THE JOB: Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it? Can you describe a working environment that makes you happy and more productive? | [employee comments] |
| PROBLEM/SITUATION ANALYSIS: How do you weigh the advantages and disadvantages of a solution before implementing it? What are some of the challenges that you have encountered when analyzing problems and how have you faced them? | [employee comments] |
| FINANCIAL MANAGEMENT: Describe a time when your company has faced an unexpected expense. What was the expense and how did you handle it? Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this? | [employee comments] |
| PROJECT MANAGEMENT: What methods/techniques have you used to track the progress of a team project? Describe a time when you have prevented a project from derailing How do you make sure that you and your team deliver a project on time or exceed customer expectations? | [employee comments] |
Summary |
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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: |