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

An Invoice Control Clerk is liable for checking the accuracy of the purchase order with the seller invoices and supporting documents provided to verify the accuracy of billing data and ensure receipt of the items ordered.

The primary roles for this position includes compiling data from vendor invoices, collecting supporting documents to verify accuracy of billing data, ensuring receipt of items ordered, comparing invoices to ensure compliance with the company's policies and procedures, following up on invoices and credit memorandums, recording data in control records, computing figures to determine prices and discounts, contacting buyers regarding errors in partial or duplicate process or substitutions, maintaining files of returnable items received from or those returned to vendors, writing checks, preparing vouchers authorizing payments to the suppliers.

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.

Researches thoroughly on a topic before writing about it to have concrete facts and information.

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

2

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Shows great skills and abilities when it comes to wrapping up deals.

Acts soberly when a difficult situation arises during the negotiation process.

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.

Demonstrates zero tolerance for any mistakes that can be found in any work.

2

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Is able to communicate information and ideas respectfully to ensure that messages and information are understood and have the desired impact

Understands the company's formal rules and structures and is able to identify who the real decision-makers are and individuals who can influence them

3

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Evaluates when multitasking is necessary; whether it is going to help one get more work done or it is only going to result to one doing multiple tasks slowly or badly

Works ahead; starts early to set up and prepare when one knows there will be a big rush

3

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

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.

Makes clear financial projections in order to be able to foresee and address possible future problems

Manages legal fees by choosing the most cost-effective billing option for the company and making sure that the company's expectations are clear to the lawyer before paying for the services

3

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Makes efforts to provide feedback in a timely manner and avoids becoming emotional when faced with objections

Understands what most customers are experiencing and is able to meet most of their needs

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

Demonstrates willingness to learn how to integrate primary data and secondary sources accurately

2

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Puts extra effort in doing repetitive tasks for long periods of time

Makes effort to improve spelling, punctuation and grammar when typing data into relevant software

2

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

How do you receive feedback and do you set yourself to apply the ones you feel are beneficial to your writing?

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

[employee comments]
NEGOTIATION SKILLS:

When negotiating how well do you take charge of the process?

Have you ever backed out of negotiation process and what was the outcome?

[employee comments]
ACCURACY:

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

Do you give other people your work to proofread again before presenting it?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Can you give an example of one or two times when you have presented new information to key decision-makers to help them understand a situation?

In your opinion, what are some of the common procedures that should be eliminated in your company? Explain why.

[employee comments]
MULTI-TASKING:

Describe a situation that required you to do a number of things at the same time. How did you handle it?

What are some of the ways and techniques that you have found to make handling of multiple tasks easier and more effective?

[employee comments]
COMPETITIVENESS:

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

Were there times you got a promotion for displaying consistent overall growth and improvement?

[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?

What factors do you consider when making a major purchasing decision? Give an example of the last time this happened

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

Are there any instances where some customers declined following a queue? How did you correct such situations?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What efforts are you making to learn the value of good written communication when writing reports and proposals?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[employee comments]
DATA ENTRY:

What measures are you putting in place to maintain data confidentiality?

What efforts are you making to improve your typing skills?

[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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