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

An Accounts Payable Associate is responsible for providing financial, administrative and clerical support by ensuring payments are completed and all expenses controlled by receiving payments, processing, verifying and reconciling invoices according to the established policies and procedures in an efficient, timely and accurate manner.

The major responsibilities include Settling processed work by validating entries and comparing system records to balances, charging expenses to reports and cost centers by examining invoices and recording entries, matching purchase orders to invoices and entering invoices into computer, paying employees by receiving and verifying expense reports for advances, preparing checks, paying vendors by monitoring discount opportunities, reviewing federal ID numbers, maintaining accounting ledgers by verifying and posting account transactions, protecting organization's value by keeping information confidential.

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

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Tries to always consider all factors at play before deciding on a particular methods or way.

Not afraid to make mistakes and tries to find creative ways to handle any issue.

2

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

Tries not to overwork to minimize chances of making errors.

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.

Encourages and promotes innovation, teamwork, and inclusiveness amongst the employees.

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.

Assigns each group member general roles such as "researcher" or "facilitator" which makes specific task delegation quicker and less arbitrary

Regularly exchanges feedback with group members in order to help them know their strong areas and work on areas that need improvement

3

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.

Prepares a well written out action plan on how to execute even the toughest goals

Ability to coach others on the need of setting goals and accomplishing them on time

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.

Joins associations with like-minded professionals to help create relationships that can help tap new, exciting ideas into the business

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

2

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Nimbly navigates obstacles and problems even when facing complex and unique circumstances

Compares work performance and the expected outcomes against the set standards in order to achieve quality results

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

Sets payment terms of no more than seven days in order to ensure that payments are not lost in the process or forgotten

2

DIVERSITY AWARENESS: Diversity Awareness is the understanding that people are different and unique in their particular way and respecting their uniqueness.

Encourages the management to address acts of discrimination, bias and prejudice

Avoids making jokes that may be offensive to others and remains respectful to everyone

2

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

Seeks for extra assistance from colleagues on complex concepts learned in training sessions

Prepares for training sessions ahead of time in order to understand most of the content that trainers are giving

2

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

Elaborate on a given occasion that you made the best decision. How did you feel about it?

Do you usually look at issues in a one-sided manner or at different angles?

[employee comments]
ACCURACY:

Give an instance you overloaded yourself with work and how you would rate the work you submitted.

Are you someone who needs constant monitoring or supervision to deliver reliable work?

[employee comments]
ADMINISTRATIVE SKILLS:

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

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[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?

Describe a time when you have had to work with a difficult team member. How did you handle it?

[employee comments]
PERSONAL GROWTH:

Do you consider the requirements carefully before handling any task?

Would you like to see your career grow as the company does?

[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?

Are there situations where you made periodic mistakes while trying to learn something new?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you have handled a project that demanded a lot of effort? How did you go about it?

When you have a lot of projects you need to complete, what do you do to accomplish them effectively and promptly?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has faced an unexpected expense. What was the expense and how did you handle it?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
DIVERSITY AWARENESS:

Have you participated in events that are diversity-related and what efforts are you making to promote them?

What efforts are you making to welcome and consider the ideas and views of other people?

[employee comments]
TRAINING OTHERS:

What are you doing to concentrate during training sessions and do you encourage others to concentrate?

What are you doing to prepare for training sessions ahead of time?

[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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