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

Payroll clerk issues accurate pay to employees by calculating earnings and deductions by the established rules and guidelines. To get the final payment owed to each employee, he/she must compile and record time and payroll data; time worked, production, commissions, deductions, post wages and then prepare paychecks.

Other important tasks for this position includes maintaining the payroll information by collecting, calculating and entering data, updating payment information by recording changes in insurance coverage, savings deductions, job titles and department transfers, preparing reports by collecting summaries of earnings, taxes, deductions, leave, nontaxable wages, Resolves payroll discrepancies by collecting and analyzing information

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

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

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.

Shows great ability to assess and manage any form of risks that might arise.

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.

Makes a list of things one need to refer to often and puts it next to one's computer for quick access

Simplifies tasks that one cannot eliminate such as routine tasks and tries to perform them in as much detail as they require

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.

Takes performance appraisal and evaluation seriously and makes improvement on them

Takes actions that lead to marked improvements in the fulfillment of the employees

2

ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values.

Apparently, communicates the standards and expectations regarding ethical behavior in the workplace

Educates the employees to keep them acutely aware of the company standards, expectations, and values regarding fairness, honesty, and integrity

2

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Ability to lead others in setting personal goals that all result in accomplishing the company goals

Welcomes coaching and training that brings out more hidden ability

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.

Sees customers like real people with real needs thus, gains real sense of fulfillment and purpose from taking care of those needs

Gets to work early and does not call in sick unless when it is absolutely necessary

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.

Tries to break the problem down into smaller, manageable parts in order to decrease anxiety and think more clearly

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

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

Keeps track of sales' call logs and their results in order to know what works for customers and drop what doesn't

2

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Uses effective search strategies to look for new sources of knowledge and information relevant to a given task

Seeks for networking opportunities and encourages others to do the same in order to learn more from others

2

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

How frequently do you engage your audience during any presentation?

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 respond to issues and what do you feel is your weak point when dealing with problems?

[employee comments]
MULTI-TASKING:

Describe a situation that required you to do a number of things at the same time. How did you handle it?

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

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

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

Are you able to schedule your work to match the company's calendar?

[employee comments]
ETHICAL BEHAVIOR:

Do you keep your word at all time or do you fail to be honest?

Are you willing to make serious sacrifices to keep your commitment to the company?

[employee comments]
PERSONAL GROWTH:

Do you accept positive criticism and work on the areas that need change?

Do you find it hard to work with the management in certain areas?

[employee comments]
ENJOYMENT OF THE JOB:

Describe a time when you went beyond your employer's expectations in order to get the job done

Do you prefer working as part of a team or alone? Given a choice, what percentage of your time would you allocate to each?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

How do you weigh the advantages and disadvantages of a solution before implementing it?

Describe the most difficult situation/problem you have ever solved. What steps did you take to diagnose it and what was the outcome?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
KNOWLEDGE MANAGEMENT:

Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation?

What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities?

[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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