Use this step by step explanation to craft a good employee performance feedback review for a business process auditor. Find the right words with quality phrases.
A Business Process Auditor is responsible for protecting the assets of an organization by completing audits and recommending improvements. This position should be well equipped with a bachelor's degree in the accounting department or related field and a few years experiences to showcase his work practically.
The primary roles of this position include monitoring compliance with regulations and controls through monitoring and analyzing records, reports, promoting practices and documentation, preparing and distributing draft reports to the executive management, closing audit work papers and memoranda by documenting audit tests and findings, communicating the audit progress and findings to the management, improving protection by recommending changes in the internal control structure.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business. | Prepares adequately well before delivering that all-important speech before others. Shows great eloquence when it comes to delivering speeches and talks. | 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. Mirrors back some of the words spoken by the other person and shows a good attention skill. | 2 |
| KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise. | Is able to differentiate between irrelevant and critical pieces of information and gather information from various sources to reach a conclusion Responds to and anticipates customers' needs in a timely, courteous and professional manner regardless of the customer's attitude | 2 |
| KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity. | Maintains a neat job performance record; does quality work, shows up on time and keeps a good attendance history Remains positive even when something does not turn out as expected and keeps trying until one gets it right | 2 |
| DECISION MAKING: Decision Making is the art of making choices by identifying a decision, gathering information and assessing alternative resolutions before settling on one. | Evaluates the risk associated with each suggested alternative before making a decision or coming to a conclusion Asks a variety of people with various backgrounds for responses in order to evaluate how majority of other people view the decision | 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. | Has established an easy way to meet all the company goals set 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. | Creates a vision board to help one visualize end goals more clearly and get inspired to take consistent action Creates a diary that documents the goal pursuit in order to get clarity on the goals | 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. | Audits the work of other employees in order to ensure that the right procedures or steps are being followed 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 |
| SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects. | Makes effort to schedule tasks for the day ahead of time Often adds some contingency time for unexpected events when scheduling tasks | 2 |
| TECHNOLOGY TREND AWARENESS: Technology Trend Awareness is staying updated with the useful upcoming trends that can serve your business better and easier. | Shows interest to learn more about online confidentiality, privacy and security Encourages use of artificial intelligence to execute repetitive, multiple, and complex tasks efficiently | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| VERBAL COMMUNICATION: How well can you rate your verbal skills and what are you doing to improve? How do you aim to improve your verbal communication skills to be the best in it? | [employee comments] |
| PHONE SKILLS: Give an instance you were called by an irate caller and explain how you handled it? How well do you close conversations and do you feel you leave the callers in a satisfied position? | [employee comments] |
| KNOWLEDGE OF COMPANY PROCESSES: How do you prioritize customer's issues in order to ensure that service is provided to the customers even during critical periods? In your opinion, what are some of the common procedures that should be eliminated in your company? Explain why. | [employee comments] |
| KNOWLEDGE OF JOB: Can you describe two instances when you have demonstrated knowledge of job at work? Think of a time when you were assigned a very sensitive task. How did you gather all the required information to perform the task? | [employee comments] |
| DECISION MAKING: Is there a time when you have had to deal with a difficult customer? If yes, explain how you went about deciding on what strategy to employ when dealing with the customer What is one of the most difficult decisions you have made in the last six months? What made it difficult and how did you go about it? | [employee comments] |
| POTENTIAL FOR ADVANCEMENT: Are you part of the accomplishers or losers who contribute to the company's losses? What measures are you meaning to use to become better in executing your duties? | [employee comments] |
| PROJECT AND GOAL FOCUS: How do you communicate your goals to other members of the team? Give an example How do you keep track of your project to make sure everything is in order? | [employee comments] |
| QUALITY MANAGEMENT: Describe a specific time when you have had to deal with a team member who constantly produced substandard work. How did you go about it? Describe a time when you had to deal with an angry client because you had delivered a poor quality product. How did you handle the situation? | [employee comments] |
| SCHEDULING: What efforts are you making to employ the best practices and standards when scheduling projects? How often do you encourage others to work steadily towards both career and personal goals? | [employee comments] |
| TECHNOLOGY TREND AWARENESS: Can you describe a situation where you successfully utilized the power of virtual workplaces to save time and money? How often do you encourage colleagues to use of artificial intelligence to execute repetitive, multiple, and complex tasks more efficiently? | [employee comments] |
Summary |
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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: |