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

A Bookkeeper is responsible for maintaining records of financial transactions by establishing accounts, posting sales, ensuring legal requirements compliance.

The essential duties of this position include developing systems to account for financial transactions a chart or statements, defining bookkeeping policies and procedures, maintaining subsidiary accounts by verifying, allocating and posting transactions, balancing subsidiary accounts by reconciling entries, maintaining general ledger by transferring the subsidiary account summaries, balancing general ledger by preparing a trial balance, combining all entries, maintaining a historical record by filing documents, preparing the financial reports by collecting, analyzing and summarizing account information and trends, contributing to team effort by accomplishing related results as required, complying with the federal, state and local requirements.

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.

Knows how to put the other person on hold and professionally unholds them.

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.

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

Always seeks to improve and improvise the effectiveness and efficiency of administrative tasks.

2

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Discusses issues honestly and keeps the discussion focused on how best one can adjust the situation at hand and move the collaboration forward

Develops a vision statement that reiterates the importance of collaboration, shared values, and inclusion in the workplace

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

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Has gained professional recognition fast due to the growth posted

Welcomes coaching and training that brings out more hidden ability

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.

Successfully finds new effective ways to perform difficult tasks that nobody wants to handle

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.

Attends regular networking events in the community in order to develop real, authentic connections with other business professionals

Knows how to empathize and sympathize with co-workers in order to build harmony and avoid conflicts in the workplace

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.

Develops practical schedules, effectively assigns tasks to others, and is committed to get work done

Seeks assistance to solve a problem quickly and avoids lagging behind

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

Uses existing benchmarks to complete processes in accordance with the already set standards

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.

Makes enough effort to use a reader-friendly writing style that meets the needs of the target audience

Understands several components of writing reports and proposals and is willing to learn more

2

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

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

Do you usually call back when you promise to do so and have you ever failed to so at any given point?

[employee comments]
ADMINISTRATIVE SKILLS:

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

Give an instance, or example that you can say is your proudest moment of being in an administrative capacity?

[employee comments]
COLLABORATING WITH OTHERS:

Can you give the best example of a time when you worked cooperatively as a team member to complete an important task?

Is there a time when you have had to work with a team that did not get along? What did you do?

[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]
PERSONAL GROWTH:

Do you accept positive criticism and work on the areas that need change?

Are you available to attend training and coaching workshops and do you benefit from them?

[employee comments]
PHYSICAL ABILITIES:

Do you stay updated on the new technology that is in the market for the equipment you are working with

Are you physically fit to take on tasks that require human strength?

[employee comments]
COMPETITIVENESS:

What are some of the projects, tasks or activities you took part in to improve your personal skills?

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

[employee comments]
TIME MANAGEMENT:

Do you plan your time and evaluate how you use it periodically when working on a project?

Do you make your schedules flexible enough to accommodate emergencies?

[employee comments]
PROCESS IMPROVEMENT:

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

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

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

What efforts are you making to understand all the components of reports and proposals?

[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:

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