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

An Inventory & Operations Auditor is liable for consistently checking the accuracy test of perpetual inventory stock quantity records for material control and accounting purposes. This position is also responsible for investigating discrepancies, locate error sources from lists and initiate corrective actions.

The primary duties include advising the operating management on inventory and accounting problems and recommending improvements to the system, participating in the implementation of the inventory system development as necessary, monitoring and ensuring all inventory transactions, errors, and reports, exercising both quantitative and analytical skills to make workable decisions, analyzing inventory procedures to provide solutions that are cost effective, correcting notable mistakes in the reports received.

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

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Exudes a great wealth of knowledge and present concrete facts while negotiating.

Acts soberly when a difficult situation arises during the negotiation process.

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.

Takes charge of the telephone conversation when making the call first.

Mirrors back some of the words spoken by the other person and shows a good attention skill.

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.

Knows how to manage time properly and ensures all tasks are completed before deadlines.

Shows good customer service abilities and knows how to make a visitor feel at ease and comfortable.

2

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Disagrees gracefully and respectfully when he or she does not accept or agree on a particular thing.

Knows how to solve problems by coming up with workable solutions effectively.

3

PRACTICAL THINKING: Practical Thinking is the skill to think creatively about projects or work that requires your full attention to be completed and to bring great results.

Pays attention to how a person is framing a problem in order to know the real cause and think of ways on how to solve it

Investigates things for oneself rather than assuming that the other person knows what he/she is talking about

3

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

Ties goals to own values and interests in order to give them more meaning and stay motivated to achieve them

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.

Acts as a role model to the members of the team and talks to them about the importance of high work standards and quality

Uses a range of project management tools and techniques to keep projects and their activities on track

2

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Makes efforts to implement policies that drive change towards the latest trends

Looks for more information that can assist in understanding the current market trends

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

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Puts extra effort to understand the audience in order to target the message in reports and proposals appropriately

Shows willingness to learn how to acknowledge cited works appropriately

2

Self Evaluation

Self Evaluation Question

Employee Comments

NEGOTIATION SKILLS:

Have you ever been involved in any negotiation process? What did you learn from it?

Describe your best and worst moments of any negotiation process you have been part of?

[employee comments]
PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[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]
INTERPERSONAL SKILLS:

Are you always approachable or people tend to find it hard to approach you?

How well do you receive instructions and follow them through to achieve the desired results?

[employee comments]
PRACTICAL THINKING:

Some situations require one to think in a practical manner while others require critical thinking. Can you give an example when you have used the two strategies to solve a problem at work?

What have you done to improve your practical thinking skills? How has this helped your career life?

[employee comments]
PROJECT AND GOAL FOCUS:

How do you communicate your goals to other members of the team? Give an example

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

[employee comments]
QUALITY MANAGEMENT:

How do you ensure that your suppliers meet the company quality standards? How do you know when a product quality has dropped?

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]
BUSINESS TREND AWARENESS:

What efforts are you making to increase your accuracy in predicting future business trends?

What efforts are you making to know what customers want?

[employee comments]
SCHEDULING:

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

Can you think of a time you failed to schedule a task ahead of time? How did you correct the situation?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What efforts are you making to learn the value of good written communication when writing reports and proposals?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[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:

Written by on