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

An Accounts Collector is responsible for acquiring records for debts owed to the company or individual as well as receiving the post payments to accounts and collecting debts. This position maintains the overall files on the financial status of customer accounts.

The primary responsibilities for this post are sending out notices to overdue accounts, keeping records on the financial situation of auditors, collecting payments and post to accounts, reaching out to customers with unpaid debt with an attempt to collect them, keeping track of delinquent accounts, advising customers of default consequences and debt repayment, trying to repossess merchandise if client has not paid the debt, setting up compensation plans according to their ability to pay, making personal visits if required to collect debts.

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

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Has a good way of solving team conflicts and ensures that peace and harmony are upheld.

Always quick to notice and ease tensions that might be simmering within the group.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Takes time to perform tasks and is never in any hurry to ensure they are accurate.

Maintains detailed and accurate records at all times and does not entertain sloppy work.

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 a good ability to a make sound administrative decisions with fairness.

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

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.

Has a high marginally functional department that is converted into a highly productive team

Uses a unique team approach to develop and utilize the unique talents that each employee holds

3

DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period.

When given a choice always opts for the reputable one ensuring discipline is highly maintained

Builds an environment of dependability and trust around the workplace

2

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Gathers all the facts and gets inputs from others before making effective decisions

Avoids personal confrontations in the workplace while looking for workable solutions

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.

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

Builds an "I can do better" mentality and always works hard to proof that fact

2

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.

Looks at the company's financial performance and compares it with financial statements from the past in order to project the future of the company, its expenses, and cash flow

Follows up sent invoices using text messages or emails; creates set templates for SMS and email follow-ups

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.

Advocates for the use of modern electronic devices that can assist in sharing and storing data more efficiently

Puts effort in learning how to use modern computing power to assist in making better decisions

2

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Puts more effort to participate in specialized training programs and shows interest to look for more training opportunities

Encourages team members to share concepts learned in training sessions

2

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

How well do you work while you are on a team or a group?

Have you ever done anything that affected the team negatively? How did you manage it?

[employee comments]
ACCURACY:

Which environment do you work comfortably well, noisy or quiet environment?

How much time do you dedicate to ensure you deliver an error free task?

[employee comments]
ADMINISTRATIVE SKILLS:

Do you encourage those under you to perform professionally at all times?

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

[employee comments]
LEADERSHIP SKILLS:

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

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

[employee comments]
DEPENDABILITY:

Can your manager depend on you to handle tasks without being asked to do so?

Are you a loyal person that your coworkers and management can rely on?

[employee comments]
ORIENTATION TO WORK:

Do you deliver your work within the set deadlines or are you always making excuses?

Do you learn valuable lessons from your past mistakes and correct them?

[employee comments]
COMPETITIVENESS:

What is one thing you would like to improve about yourself in order to be more competitive at work?

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

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
TECHNOLOGY SAVVY:

Can you describe a situation where you successfully utilized the power of computers to process tasks more efficiently and accurately?

Have you ever advocated the use of modern electronic devices that can assist in sharing and storing data more efficiently?

[employee comments]
TRAINING OTHERS:

How often do you encourage team members to take part in training sessions?

Can you think of a situation where you improved your learning after evaluating learning outcomes of a training session?

[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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