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

An Account Receivable Clerk is accountable for securing revenue by verifying and posting receipts while resolving discrepancies.

The primary duties of this position entail supporting customer payments by recording cash, checks and credit card transactions, posting revenues by verifying and recording transactions form lock box and local deposits, updating receivables by calculating unpaid invoices, maintaining records by microfilming invoices, debits and credits, accomplishing accounting and organization mission by completing relevant results as needed, assisting financial management and analysis as requested, achieving accounting and organization mission by creating related results as needed, providing monthly financial and management reports, overseeing client trust accounts, accounts receivable write-offs and payment reversals, organizing and maintaining up to date financial records.

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

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.

Maintains a cool head whenever the person on the line seems arrogant and uncontrollable.

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.

Demonstrates good knowledge of technology issues and can comfortably use and maintain technology related equipment.

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

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

Organizes directs and guides the subordinates to a rewarding finish line

2

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Does not pause to be told what to do, always seeks new tasks to work on

Has a high sense of responsibility always completing projects on time

3

COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner.

Volunteers a few hours a week with a community association in order to gain valuable experience that can be used in the workplace

Takes advantage of free online education options in order to keep updated on emerging trends on one's career

2

SELF AWARENESS: Self Awareness is the ability to have a sound understanding of who you are as a person and how to relate to the world in which you live by understanding your strengths and weaknesses and how to manage them in the workplace.

Remains calm, actively listens and tries to focus on the positive in order to manage challenges and maintain momentum in day-to-day work

Remains confident, energized and enthusiastic in the face of very challenging and prolonged work demands

2

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Breaks a goal down into milestones in order to help make a plan for achieving it later on

Revises unrealistic goals in order to make them more achievable or lets them go and creates new ones

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Uses a mobile payment system to accelerate cash flow and to make payment for products and services faster and easier

Develops comprehensive financial statements or loan proposals in order to establish a strong relationship with lenders and secure loans

2

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Completes tasks on time, avoids time wasters and establishes appropriate priorities

Makes commitments to meet deadlines and makes productive use of the available time

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.

Encourages automation of manual processes to enhance efficiency and accuracy

Makes effort to understand the cause of errors in processes and puts enough effort to correct the errors

2

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

Have you ever made a call while drinking or eating? How can you rate the conversation?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
ADMINISTRATIVE SKILLS:

Being in a leadership role, do you feel you influence those around you positively?

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

[employee comments]
LEADERSHIP SKILLS:

Are you reliable to answer the employees? questions without lying?

Are you willing to learn new trends to equip you as a better leader?

[employee comments]
INITIATIVE:

Are you creative enough to come up with decisions for hard tasks?

Do you establish personal priorities to enable you to complete first tasks first?

[employee comments]
COMPETITIVENESS:

What are some of the things you have done to help co-workers improve their professional competitive skills?

Have you ever participated in a networking event? How did you interact with other people attending the event?

[employee comments]
SELF AWARENESS:

Can you describe some circumstances and situations that brought out your best at work?

What is one area you have consistently developed in the last year?

[employee comments]
REALISTIC GOAL SETTING:

Describe step-by-step, how you go about setting your goals. How do you determine your goals' requirements?

What are some of the things that you have done to improve your ability to set realistic goals?

[employee comments]
FINANCIAL MANAGEMENT:

What tools/techniques have you used to keep track of the company's cash flow? How have these tools/techniques helped the accounts department?

Describe a time when you have had to deal with a customer who had exceeded the company's payment term. How did you go about it?

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

How do you react when you realize that time is running out and you are yet to finish a project?

[employee comments]
PROCESS IMPROVEMENT:

How often do you encourage colleagues to undergo training on new procedures?

How often do you attend think tank and ideation sessions to learn new ideas on improving 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: