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

An Accounts Payables Clerk is responsible for completing payments and controlling expenses by receiving processing, verifying and reconciling invoices.

The essential functions include combining processed work by verifying entries and comparing system reports to balances, protecting the organization's value by keeping the information confidential, Charging expenses to records and cost centers by analyzing invoice/expense reports, assessing entries, paying vendors by monitoring discount opportunities, verifying federal id numbers, scheduling and recording checks, resolving purchase order, contract, invoice or payment discrepancies and documentation, insuring credit is received for exceptional memos, issuing stop-payments or purchase order revisions, paying employees b collect and verifying expense statements and requests for advances, preparing checks, reporting sales taxes by calculating requirements on paid invoices, coding 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

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.

Reads widely to come up with new exciting words and writing styles.

Has developed a specialty of writing about a particular subject with ease and comfort.

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.

Tries to be as comfortable and relaxed as possible before making any telephone call.

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

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.

Demonstrates a good ability to cope very well when under high pressure.

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

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Excellent ability in learning and understanding key tricks on the new technology

Consistently watching for new measures to help the team overcome the challenges

2

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.

Looks for opportunities to practice different skills, implement new processes, take on new responsibilities and learn a new software

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

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.

Excels at prioritizing work by avoiding being involved in endless details

Creates and implements effective time-saving strategies and has a great sense of timing

3

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.

Shows interest to learn more skills in scientific and technical market research

Makes efforts to adjust and respond more quickly to new trends

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.

Gathers knowledge to assist in modeling a process to make it work as expected

Encourages parallel processing of related processes to improve process efficiency

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.

Demonstrates willingness to learn how to apply appropriate writing conventions when expressing ideas in reports and proposals

Shows willingness to learn how to acknowledge cited works appropriately

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?

Do you have a mentor to guide you in your writing and how has it benefited you so far?

[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]
ADMINISTRATIVE SKILLS:

Do you think you are a good role model to your junior staff?

How conversant are you with the technology while dispensing your administrative roles?

[employee comments]
LEADERSHIP SKILLS:

Do you lead others where you are not willing to go?

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

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Do you communicate effectively to ensure adequate use of equipment or machines?

[employee comments]
COMPETITIVENESS:

Are there times you have had to demonstrate leadership skills at work in order to stand out from the rest of your colleagues?

What have you done to increase your knowledge and understanding about competitiveness in the workplace?

[employee comments]
TIME MANAGEMENT:

Were there any instances where you felt that you took more time to get work done than other times?

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

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of a new business trend that challenged you most and how did you implement change?

Do you encourage your colleagues to attend conferences and local events that provide networking opportunities with other professionals?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to implement parallel processing of related processes?

How often do you eliminate steps that are of no value in a process?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

How often do you encourage others to employ writing styles that are reader-friendly?

[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: