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

An accounts receivable clerk is responsible for securing all the company revenue by verifying and posting all the receipts as well as resolving any hidden discrepancies. This is to ensure that all the funds are collected, recorded and channeled in the right manner.

Besides securing the company revenue, other duties include: Performs a wide variety of accounting and bookkeeping duties, maintaining contacts with attorneys, all the staff, all vendors plus the clients, developing automated spreadsheets, preparing daily bank deposit, generating accounting statements and reports, researches and applies all the unallocated cash, updates all the receivables by totaling the unpaid invoices, accomplishing all the accounting and organization mission through completing related results as needed.

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

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

Not afraid to make mistakes and shows great resolve to learn from experiences.

Encourages others to appreciate and use their skills and abilities in the right way.

2

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Demonstrates a good ability to a make sound administrative decisions with fairness.

Effectively maintains proper records in an organized manner to avoid duplication or loss of data and information.

2

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.

Keeps a selection of simpler projects or smaller tasks and performs them while waiting for inspiration or information on a larger project

Posts one's to-do list in a prominent place spot in order to remind oneself what really needs to get done

2

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.

Addresses underlying causes of low participation; finds out why a group member is not fulfilling the assigned role or barely attending meetings

Keeps the team size balanced in order to maintain effective communication and teamwork

2

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.

Pays careful attention to important details when assessing and appraising an employee or staff

Highly receptive to coaching and managerial feedback on the overall assessment

2

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Has great knowledge of the technology and knows how to implement it efficiently

Consistently watching for new measures to help the team overcome the challenges

2

SELF CONFIDENCE: Self Confidence is the ability to know who you are and what you are capable of doing which shows in your behavior, your body language, how you speak, etc.

Always thinks of ways to knock the ball out of the park with each new project or task

Is honest about one's personal goals and expectations and makes an effort to remain true to them

3

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.

Looks at the problem from different directions in order to identify the root cause rather than getting sidetracked by the symptom

Tries to form own goals in the sense of actions one can take to achieve the desired goals

2

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Fully understands the numbers behind productivity and works hard and smart to streamline departmental and company operations

Creates and implements time management strategies that streamline own tasks and processes in order to meet deadlines

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.

Evaluates samples of published reports and proposals to gain confidence in preparing and writing reports and proposals

Understands several components of writing reports and proposals and is willing to learn more

2

Self Evaluation

Self Evaluation Question

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]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
MULTI-TASKING:

What system do you use to keep track of multiple projects? How has this helped you meet deadlines?

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

[employee comments]
COLLABORATING WITH OTHERS:

Can you describe a team experience which you have found rewarding?

Describe a time when you have had to work with a difficult team member. How did you handle it?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

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

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Do you communicate effectively to ensure adequate use of equipment or machines?

[employee comments]
SELF CONFIDENCE:

Is there a time you interjected a different side of an issue or a different point of view? How did you go about it?

What is one thing you do that makes you like yourself and your work?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Your manager wants to buy a program that will improve the customer service and asks you for a recommendation. How would you reply?

Describe a time when you have anticipated a problem. What did you do about it?

[employee comments]
QUANTITY OF WORK:

Describe a big change that occurred in a project you were working on. How did you take advantage of this change to improve your productivity?

Describe a time when you had to focus all your attention and energy to get a project done. Did you meet the set productivity goals?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

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

[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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