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

An accounting Clerk is responsible for providing support to the accounting managers and supervisors within the company while ensuring that the corporation's daily accounting functions are run accurately and efficiently without any fault.

Other duties include: keeping and updating financial records, preparing reports as well reconciling bank statements, keying in daily worksheets to the general ledger, updating files with complete information, handling accounts payables, assisting the accounting personnel, compiling and sorting invoices and checks, keeping and updating all records for charges and refunds, researching, tracking and resolving all the accounting problems, providing front desk customer service and matching invoices to work orders.

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

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.

Demonstrates a good knowledge of the company's rules and regulations

Does away with obsolete and unwanted work items to create even more space

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.

Makes good eye contact with the audience from the start of the presentation to the end.

2

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Recognizes other people's ideas and abilities by demonstrating trust in them.

Demonstrates good listening skills and always pays attention when other people express their ideas.

2

SUPERVISORY SKILLS: Supervisory Skills is the ability to lead and manage people effectively in a difficult and challenging atmosphere in the day to day life.

Designs action plans and deadlines for each subordinate to accomplish their work

Splits and schedules work into manageable activities for each employee to carry out

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.

Maintains a positive outlook even when performance is not very pleasing

Highly seasoned with professional skills with versatile expertise in various areas

3

FLEXIBILITY: Flexibility is an important skill that allows employers and employees to make an arrangement about working on maintaining a work/life balance to help organizations improve the productivity and efficiency of their balance.

Embraces change with renewed energy to work hard and deliver as per requirements

Struggles with tasks that are not part of the job descriptions to see them completed at the right time

2

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Gathers all the facts and gets inputs from others before making effective decisions

Always willing to work on activities that can affect the company with great caution

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

Volunteers for new projects and makes new goals which one is excited to tackle, rather than hiding under the desk

2

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

Reads directions in the order they are written on the project and avoids skipping ahead and forgetting to go back

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

Sets a deadline for when a situation should be solved and a schedule for reporting in order to stay on track and know when one is falling apart

2

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Do you feel you value your job? Explain your answer.

Do you feel the workplace is organized enough to enable you to perform?

[employee comments]
PRESENTATION SKILLS:

Have you ever gone for presentation without preparing well? How did the presentation go?

How can you rate your experience level when it comes to giving presentations?

[employee comments]
INNOVATION:

How well do you deal with pressure when it comes to developing workable solutions to problems?

How well do you work with a group or team to come up with innovative ideas?

[employee comments]
SUPERVISORY SKILLS:

Do you understand your core roles and responsibilities as a supervisor?

Do you favor some of the workers in your supervisory duties?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you find fault with some of the employees you assess?

Do you work with the employees after the assessment to see better results?

[employee comments]
FLEXIBILITY:

Are you flexible enough to take on new urgent tasks that do not originally belong to you?

Are you consistent in following the descriptions given to finish tasks?

[employee comments]
ORIENTATION TO WORK:

Do you follow the company's policies in executing the tasks given?

Are you too hard on yourself when you make mistakes?

[employee comments]
ENJOYMENT OF THE JOB:

How do you maintain enjoyment of the job after experiencing a setback on your way to achieving your goals?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
FOLLOWING DIRECTIONS:

Which is one time you have made mistakes due to not following directions? Were the mistakes fixed? How did you do it?

Describe a time when you missed some steps in a project due to not paying attention to details. How did you fix it?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Describe a time when you solved a problem without all the necessary information about it in hand. How did you go about it and what was the outcome?

What are some of the challenges that you have encountered when analyzing problems and how have you faced them?

[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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