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

A Junior Auditor is responsible for analyzing data and checking the financial records of organizations to ensure they conform to business and accountancy regulations and ethics. This position is an entry-level role in the field of accountancy while reporting to the senior auditor.

Duties of this post are, planning audits, reviewing controls, conducting audit tests and preparing financial reports according to the principles and policies or accounting, developing status and internal communications reports, documenting audit issues and writing audit reports, following up on outstanding audit issues and audit tasks, organizing appraisals with financial records, control managements, practices, policies and reports, analyzing contracts, investigating claims and validating vital financial documents and files.

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

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Ensures to counter check the work once finished to correct wrong punctuations, spellings, and incorrect grammar.

Seeks the guidance of a mentor on how to develop the various writing skill sets.

2

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Speaks with good clarity and uses correct language to address the other person.

Ensures to do callbacks to give responses and feedback if promised to do so earlier.

2

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.

Shows great confidence when it comes to making decisions and sticking to them.

Always ready to help other team members with their work to ensure it is completed on time.

2

DEALING WITH DIFFICULT PEOPLE: Dealing with Difficult People is learning how to tactfully calm down an obnoxious person who is either verbally attacking you or stealthily criticizing you or your professional contribution.

Does not disagree with impossible people; looks for ways to be agreeable with them or just ignores them in order to avoid fights

Does not share anything personal with an impossible person even when they seem normal or act like a friend

2

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.

Consistently maintains composure during times of stress and helps others do the same

Quick in adjusting to change in the performance of duties

2

POTENTIAL FOR ADVANCEMENT: The potential for Advancement is the ability to make something better by being more skillful, more efficient, and more useful to produce high-quality results.

Shows great confidence in the ability to meet the challenging set targets

Manages time well and schedules tasks well spread in daily tasks

2

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Avoids distractions such as answering non-work related calls in order to remain focused on accomplishing own tasks

Writes down own goals with actionable commitments in order to make them real

2

QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks.

Develops procedures and systems to manage information and data effectively and shares these with other employees

Places quality results in a place where everyone can see in order to demonstrate own commitment to quality and high standards to the members of the team

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

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Constantly draws conclusions from scientific analyses or arguments and constantly makes predictions from experimental data

Breaks bigger issues into smaller manageable parts when faced with complex situations during research

2

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

Do you get to draft or outline your writing first before you set out to write?

Can you say you have a good mix and balance in your choice of words and writing styles respectively?

[employee comments]
PHONE SKILLS:

Have you ever interrupted someone while talking over the phone? How did the conversation turn out?

What is the best solution you have ever given to someone over the phone and was the caller satisfied?

[employee comments]
TEAMWORK SKILLS:

Give an example where you helped diffuse team tensions when there was an issue?

Give an instance you helped your team members to finish their tasks before the deadline?

[employee comments]
DEALING WITH DIFFICULT PEOPLE:

How would you deal with a team member who is always picking fights with others or is difficult to work with?

When you work with a group of people, disagreements are common. Can you describe a time when you handled a disagreement in your workgroup? How was it solved?

[employee comments]
FLEXIBILITY:

Do you execute tasks promptly or are you always late?

Are you able to handle more than one task within a given period?

[employee comments]
POTENTIAL FOR ADVANCEMENT:

Do you fully commit yourself to serve your company and do your best?

Do you pay careful attention to coaching and implement it in your work?

[employee comments]
PROJECT AND GOAL FOCUS:

Where do you see yourself in the next five years? What are you going to do to achieve this?

Describe a time when you have missed an important project deadline due to poor planning. What did you do?

[employee comments]
QUALITY MANAGEMENT:

How have you helped your team members produce quality work? How has this improved the overall productivity of the team?

Describe the most recent project you have completed. What are some of the most common quality issues you identified and what was the cause?

[employee comments]
QUANTITY OF WORK:

What are some of the skills you have acquired to improve your productivity at work?

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]
RESEARCH:

How often do you encourage colleagues to employ analytical skills when examining the consequences of a certain solution?

What are you doing to improve your ability to point out, define, and analyze existing problems?

[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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