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

The audit assistant assists in financial reporting of the company's finances. This position is created as a link between the auditor and the finance department to facilitate a smooth flow of the auditing process.

Some of the duties covered are, assisting in reporting of the financial reports on either daily, monthly or within the set schedule, manages the reports and ensure they are all accurate and by the accepted accounting principles, Assists the auditor to make statements which are based on the company standards, coordinate the activities with the staff and the senior auditor concerned, prepares balance sheets in the interest of the organization.

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.

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

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.

Always seeks to ask questions as a form of finding a sound basis to solving a problem.

Questions regularly to find out if the decision taken will achieve the desired effect.

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.

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

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.

Always stays up to date with developments in the evaluation and appraisal field

Highly seasoned with professional skills with versatile expertise in various areas

3

DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work.

Displays an unwavering dedication to the company and its mission

Highly certain of the ability to get any job done and done well

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

Takes full responsibility for mistakes made from solutions that one has implemented and refrains from blaming other people

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.

Dedicates own attention to a project one is working on in order to be more efficient

Creates a calendar for daily tasks in order to have a clear picture of the work that one is needed to do, and sticks to it

3

BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world.

Maintains a neutral tone when disagreeing with what others are saying

Makes efforts to build and nurture relationship and makes efforts to meet others

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.

Shows willingness to check for current knowledge before use and works with others to be updated about new knowledge

Shows willingness to share own knowledge and makes contributions to team knowledge resources

2

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Demonstrates willingness to apply better practices and standards when scheduling projects

Makes effort to set enough time for most of the essential tasks

2

Self Evaluation

Self Evaluation Question

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:

How well do you research and gather facts and information before solving an issue?

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
INNOVATION:

What is the worst decision you had ever made when you were trying to solve a particular problem?

Describe the best and the worst decision you have ever made?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

Do you concentrate so much on the negative and forget the positives?

[employee comments]
DEDICATION TO WORK:

Are you available to do what is expected of you within a set timeline?

Do you agree with your supervisors view on areas you need to change?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

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

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

[employee comments]
DEADLINES - ON TIME:

How do you handle distractions and interruptions at work? Is there a time when you were distracted when doing an important task? What did you do?

Which is one of the most difficult projects you have ever done? What made it difficult and how did you go about making it a success?

[employee comments]
BUSINESS ETIQUETTE:

Are you making any efforts to build and nurture relationships and do you create time to meet people?

Do you make introductions in meetings and do you introduce people according to their ranks?

[employee comments]
KNOWLEDGE MANAGEMENT:

What are you doing to improve your capabilities of reviewing knowledge requirements for new tasks?

What efforts are you making to improve your skills in analyzing knowledge from different sources?

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

How often do you create a routine to get repetitive tasks done more efficiently?

[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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