Use this step by step explanation to craft a good employee performance feedback review for an account resolution analyst. Find the right words with quality phrases.
An Account Resolution Analyst is responsible for establishing and maintaining relationships with both internal and external clients to address inquiries, resolve issues and ensuring timely and accurate adjustments as they relate to invoices by the policies, procedures, and agreements that are set.
Essential functions for this post include generating reports for all facilities weekly and monthly while uploading into specified system, researching client relates inquiries and issues as required, providing backup or credit facilities due to the billing questions, generating, printing, uploading and distributing invoices for external customers, maintaining an accurate and complete up to date contact information, keeping records of researched information from client emails as well saving them to a shared public file drive, invoicing any miscellaneous charges.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| 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 |
| 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. | Appreciates the efforts taken by others to do any task and encourages them to be better. Knows how and when to give constructive feedback to others and easily accepts correction. | 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 Establishes a company culture of reliability and concern for others | 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. | Reads books and attends webinars, workshops, classes, seminars, etc. that help in professional growth Seeks out opportunities for growth and expanding self horizons in order to have more to offer at work | 2 |
| ENTHUSIASM: Enthusiasm is an intense enjoyment or a lively interest in a certain thing with a zest and a strong belief that can be felt by those around you. | Looks for moments that positively transformed one's own life and uses the moments to draw strength and inspiration Regularly exercises and eats the right food in order to level self-energy up and feel good about oneself physically | 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. | Keeps projects on schedule, tracks them carefully, and delivers results on time Makes commitments to meet deadlines and makes productive use of the available time | 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 Understands what most customers are experiencing and is able to meet most of their needs | 2 |
| TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually. | Demonstrates willingness to learn how to work more efficiently any time from different sites and on different devices Encourages use of computers to execute repetitive, multiple, and complex tasks efficiently | 2 |
| TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace. | Acknowledges the importance of training and puts extra effort to concentrate during training sessions Demonstrates willingness to attend training sessions and attends most training sessions | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ADMINISTRATIVE SKILLS: How well do you handle your administrative roles to ensure you deliver good results. How well do you manage the pressures of your administrative position? | [employee comments] |
| INTERPERSONAL SKILLS: Do you find it easy to strike a conversation with other people? How well do you receive instructions and follow them through to achieve the desired results? | [employee comments] |
| LEADERSHIP SKILLS: Do you offer concern and assistance for poorly performing employees? Is the company's interest the center of your interest as you work? | [employee comments] |
| PHYSICAL ABILITIES: Are you well equipped for the tasks you applied for? Are you physically fit to take on tasks that require human strength? | [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? Were there times you got a promotion for displaying consistent overall growth and improvement? | [employee comments] |
| ENTHUSIASM: Can you describe a time when you were totally lost in your work in a good way and time just flew by? Can you give examples of some of the improvements you have made at work without being asked? | [employee comments] |
| TIME MANAGEMENT: Are you able to distinguish between unimportant and important tasks when working on a project? Do you keep a well-organized record of all the upcoming deadlines? | [employee comments] |
| CUSTOMER SERVICE: Can you recall of any situations where customers made objections? How did you react? Can you think of a time where you felt you had not responded well? How did you correct the situation? | [employee comments] |
| TECHNOLOGY SAVVY: Can you describe a situation where you successfully utilized the power of computers to process tasks more efficiently and accurately? What efforts are you making to learn how to troubleshoot modern electronic devices? | [employee comments] |
| TRAINING OTHERS: What efforts are you making to apply skills learnt in training session to advance your skill set and career? Can you think of a situation where you improved your learning after evaluating learning outcomes of a training session? | [employee comments] |
Summary |
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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: |