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

An Account Clerk is responsible for providing accounting support to accounting supervisors and other managers within the department by keying in daily worksheets to the general ledger system, ensuring files are complete and maintained as required.

Essential duties for this post include maintaining account records by making copies and filing, reconciling bank statements by comparing statements with the general ledger, maintaining accounting databases by entering data into the computer and processing backups, verifying financial reports by running performance analysis software program, compiling and sorting invoices and checks, issuing checks for accounts payable, recording business transactions, supporting the accounting personnel, providing front desk customer service, matching invoices to work orders, opening mail and matching payment to invoices.

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

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.

Refrains from speaking too often or having the urge to interrupt others while they speak.

Maintains good and proper body language while speaking to people.

2

POLITICAL SKILLS: Political Skills are abilities to build connections with other people to get things done within the formal and informal power structure of an organization.

Always makes those around to feel important, cared for, and appreciated.

Demonstrates good negotiations skills to arrive at beneficial and amicable agreements.

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.

Encourages and promotes innovation, teamwork, and inclusiveness amongst the employees.

Knows how to negotiate on issues effectively and to get the best deals from the negotiations.

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.

Tries as much as possible to make people feel comfortable at all times.

Adept at taking instructions and ensuring to follow them to the book.

2

LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place.

Generates a positive, measurable outcome that results into team work spirit

Motivates and encourages the team to take responsibility for their performance

2

CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions.

Takes calculated risks on the understanding of technology and how to use it

Encourages teammates to think of better ways to solve problems

2

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Makes a list of short and long-term goals in order to stay focused and keep on top of the projects that one needs to complete

Sets realistic, attainable goals and regularly tracks their progress in order to know what level one is currently working at and what level one needs to be

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.

Shows up on time for meetings, makes efforts to avoid missing meetings and prepares for meetings on time

Shows willingness to improve listening skills and to pay more attention to speakers

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Seeks assistance when handling customers with special needs and works well with most customers

Explains reasons for delays if it takes more time to find a solution

2

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Attends think tank and ideation sessions to learn more ideas on improving processes

Encourages parallel processing of related processes to improve process efficiency

2

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Give an instance you were given the opportunity to talk to people. What was the reaction?

How do you aim to improve your verbal communication skills to be the best in it?

[employee comments]
POLITICAL SKILLS:

How do you handle any form of crisis when it arises and how can you rate yourself in term of handling any crisis?

How well do you give and receive constructive feedback from those around you?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

Give an instance of any administrative blunder you have ever made and how did you resolve it?

[employee comments]
INTERPERSONAL SKILLS:

How well do you work with those around you to ensure things are done?

Do you always seek to influence people in a good way and support them in their efforts?

[employee comments]
LEADERSHIP SKILLS:

Are you interested in the growth of the team and the profitability of the company as well?

Can you be trusted to poor coach employees to see a change in their performance?

[employee comments]
CREATIVITY:

Do you understand how critical, creative thinking skills are to an organization?

Do you believe you have now the experience to make better decisions in situations where you've done wrong ones?

[employee comments]
QUANTITY OF WORK:

What are some of the factors you have considered when delegating tasks to your team members in order to increase their productivity?

Is there an instance when you have used shortcuts to get a job done? How did this affect your productivity?

[employee comments]
BUSINESS ETIQUETTE:

How often do you encourage others to stand up when shaking hands or meeting new people?

What steps do you take to ensure a conversation runs smoothly even when disagreeing with what others are saying?

[employee comments]
CUSTOMER SERVICE:

Were there any times you came across customers with special needs? How did you assist them?

Are there any instances where you delayed responding to a customer and did you give any explanations for the delay?

[employee comments]
PROCESS IMPROVEMENT:

Is there any time you failed to set objectives when initiating process improvement efforts? How did you correct the mistake?

What efforts are you making to improve your ability to detect the root cause of errors in processes?

[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: