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

A Posting Clerk is responsible for recording details of business transactions and posts entries to the proper records.

The responsibilities of this position includes receiving payments for accounts, posting payments, processing refunds or account adjustments, making necessary notes on accounts, opening and processing mail, managing incoming and outgoing faxes, receiving all calls related to accounts, conduct research on misplaced data, locate payments, work with customers to keep them informed of the situation of their payments, calculating and maintaining records of the amount of money the customers owe a company, resolving any errors in calculations and billing, updating customers accounts when payments are received.

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

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Assists the customers to solve their problems and has become the go-to person.

Provides great service to customers and makes sure all their needs and requests are met.

2

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.

Mirrors back some of the words spoken by the other person and shows a good attention skill.

2

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Keeps things calm even when required to make quick decisions under high pressure.

Always portrays enough knowledge of the problem and its feasible solutions.

2

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

Listens actively and keenly to instructions and executes every detail or task required.

Looks at situations from different perspectives and not only in a one-sided way.

3

DEALING WITH DIFFICULT PEOPLE: Dealing with Difficult People is learning how to tactfully calm down an obnoxious person who is either verbally attacking you or stealthily criticizing you or your professional contribution.

Asks the difficult individual a question regarding the issue, such as, "Why do you feel this way?" in order to show them that one is willing to find the source of the disagreement

Speaks to a potential mediator, to help improve the situation, when one is not making headway with someone and needs to do so

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

Seeks out opportunities for growth and expanding self horizons in order to have more to offer at work

2

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Keeps copies of detailed and complicated directions on files for projects and tasks that are done infrequently, for future reference

Does what one is asked to do in the workplace as long as it is moral, reasonable and harmless

2

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

Receives positive feedback consistently and has made gains in retaining customers

Puts more effort in providing feedback on time after a customer makes an inquiry

2

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Looks for alternatives to accepted or common methods and solutions

Makes effort to identify ideas and concepts that are relevant to a problem

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.

Encourages others to be responsible, to develop a positive working attitude, and to pay attention to detail

Possesses above average typing skills with above average accuracy and typing speed

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

Can you describe an instance where you served an irate customer? What did you do?

[employee comments]
PHONE SKILLS:

Give an instance you were called by an irate caller and explain how you handled it?

What is the best solution you have ever given to someone over the phone and was the caller satisfied?

[employee comments]
PROBLEM SOLVING:

How well do you accommodate other people ideas and opinions when trying to solve a problem?

How well do you brainstorm before setting out to solve a problem?

[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]
DEALING WITH DIFFICULT PEOPLE:

Describe a time when you had to disagree with a new rule in the company? How did you present your argument?

How comfortable are you with dealing with different opinions from different people? Describe a time when this happened at work

[employee comments]
COMPETITIVENESS:

What sort of projects did you generate that required you to go beyond your job description?

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

[employee comments]
FOLLOWING DIRECTIONS:

How do you help a colleague improve his/her ability to follow instructions?

Describe a situation when you felt that instructions to a certain task or project were not communicated well. What did you do?

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
RESEARCH:

Have you ever failed to communicate the purpose and outcomes of a research clearly? How did you correct the situation?

What efforts are you making to improve your critical thinking skills when examining the validity and truth of arguments?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

How often do you encourage others to learn more computer 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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