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

Bookkeeping is the art of understanding math and figuring out numbers while keeping track of every single expense in the entire company. A bookkeeper is responsible for making sure every transaction, deposit or income is recorded daily in the company's ledger. Using either cash or checks books or software to track the numbers, it is mandatory to produce precise data that enterprises can rely on.

Other responsibilities includes, developing accounting systems to account for any financial transaction through an establishment of auditors charts, maintaining general ledger by transferring subsidiary account summaries, balancing subsidiary accounts through reconciling entries, ensuring the company's legal requirements compliance

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

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Displays good leadership skills and has great abilities to influence others.

Encourages other team members to continue to improve themselves and to do well at all time.

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.

Knows how to use true stories in between the presentation to pass across a point or to grab the audience's attention.

2

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

Knows how to receive and give constructive feedback to other people's ideas.

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.

Consistently ensures to communicate in an apparent, efficient, concise, and timely manner.

Analyzes problems first before providing solutions that are relevant and workable.

3

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.

Communicates the plan of the company to see tangible results in a clear, effective way

Always a result-driven individual who is focused on what builds the company

3

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.

Seeks out positive colleagues and mentors when feeling down and avoids naysayers and jealous types who want to see one fail

Smiles in order to relieve stress, feel more relaxed and appear composed to others when talking to a group of colleagues

2

PERSONAL ACCOUNTABILITY: Personal Accountability is the feeling that you are entirely responsible for your actions and consequences taking ownership without blaming others.

Exceeds one's commitment to others by frequently setting realistic team goals and projects before deadline

Admits misjudgments mistakes and errors and informs others when one is not able to meet a commitment

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.

Finds a more positive side of the situation and focuses on it in order to reduce the situation's negative emotional impact

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

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Takes responsibility for own mistakes; looks at the situation in a positive way and shows the willingness to improve

Negotiates due dates with the people concerned in order to have more control and reduce stress when working on a project

2

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

Always goes that extra mile; is responsible for a major improvement in own department's productivity

Raises the bar for other employees and is energized by problems that would easily derail others

2

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

How well do you work while you are on a team or a group?

Are you always aware of your roles and responsibilities within the team and how do you feel about them?

[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]
INNOVATION:

Give an instance you thought critically and came up with workable solutions?

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

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

How conversant are you with the technology while dispensing your administrative roles?

[employee comments]
ORIENTATION TO WORK:

How well do handle pressure and stress in the workplace?

How do you deal with office confrontation and do you feel justice has been served right?

[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?

Do you feel full of self-confidence or do you wish you had more of it?

[employee comments]
PERSONAL ACCOUNTABILITY:

Can you describe a day when your supervisor was absent, and you had to make tough decisions? What are some of the decisions you made?

What are some of the special responsibilities and assignments you have been given in the past that are not part of your routine?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

What information do you research when analyzing a problem and how do you use it?

What factors have you considered when developing and evaluating solutions to a problem?

[employee comments]
DEADLINES - ON TIME:

How have you kept yourself motivated to meet deadlines at work? How have you helped others on the same?

What are some of the things that you include in your to-do lists to make them effective? How has this helped you meet your deadlines?

[employee comments]
QUANTITY OF WORK:

Describe a time when you have had to adjust your working pattern in order to be more productive. How did this affect the quantity of work you produced?

Describe a training program that you have enhanced or developed to improve the quantity of work produced by your team. How has this benefited the team?

[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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