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

A Reconciliation Machine Operator is liable for using the calculating machine to compute for numerical data including statistical and accounting data using addition, multiplication, subtraction and division to find totals and post accurate records.

Primary responsibilities for this post are recording statistical data, verifying past computations for accuracy, preparing statements, bills, and invoices using operating machines, operating bookkeeping machines, cleaning the machines and replacing ribbons as needed, performing extraction of roots, posting totals to inventories and summary sheets, encoding transcription documents, balancing batch control totals, posting purchase orders, reports of goods received, invoices and paid vouchers to ledgers, transfers data from calculating machine to computer.

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

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

Develops a checklist as a guide to make sure that all the procedures are met.

Usually tries to find errors in work and corrects them immediately.

2

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.

Makes a list of things one need to refer to often and puts it next to one's computer for quick access

Shifts multitasking to single-tasking throughout the day to allow one's mind to reboot

2

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

Carefully monitors and appreciates the quality of work one has provided as well as that, which other people provide

Plans, prioritizes and balances tasks in order to meet goals, commitments, and deadlines effectively

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.

Keeps track of all the company's expenses in order to fine-tune where the company's money goes

Makes sure taxes are paid as promptly as possible to avoid penalties from late payments

3

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

Takes part in redefining customer service process to meet the ever-changing needs of 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.

Shows willingness to learn how to troubleshoot modern electronic 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.

Makes attempts to apply skills learned in training session to advance skill set and career

Encourages team members to share concepts learned in training sessions

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.

Demonstrates willingness to learn how to apply appropriate writing conventions when expressing ideas in reports and proposals

Shows willingness to learn the value of good written communication when writing reports and proposals

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.

Shows willingness to improve literacy and numeracy skills when working with data

Demonstrates willingness to learn how to transcribing documents and type up manuscripts

2

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Shows willingness to take on new challenges and puts extra effort to solve problems

Demonstrates willingness to learn how to read machine prints and diagrams

2

Self Evaluation

Self Evaluation Question

Employee Comments

ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

How do you do your research and do you use factual data and information while doing any task?

[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 is the most difficult multi-tasking experience you have ever had? What did you do and what was the outcome?

[employee comments]
RESULTS ORIENTATION:

Describe a time when you have been very successful in accomplishing your goals. What made this possible?

How do you motivate your team members to stay focused on achieving results?

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

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]
CUSTOMER SERVICE:

Were there any times you came across customers with special needs? How did you assist them?

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

[employee comments]
TECHNOLOGY SAVVY:

What efforts are you making to improve your capacity to work anytime from anywhere and on any device?

Are there any times you had to seek for assistance on issues related to operating 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]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[employee comments]
DATA ENTRY:

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

What are you doing to improve your spelling, punctuation and grammar when typing?

[employee comments]
MECHANICAL SKILLS:

How often do you train yourself to improve your ability to read a wide range machine prints and diagrams?

What efforts are you making to improve your ability to use a wide range of hand tools properly?

[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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