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

An Account Administrator is responsible for providing administrative support to accountants, undertaking clerical tasks like typing, filing making calls, etc. to help maintain the office and keep it running smoothly.

The duties and responsibilities of this position include working with spreadsheets, sales, purchase orders and journals, preparing statutory accounts, Reconciling finance accounts and direct debits, managing petty cash transactions, calculating and checking to ensure the payments, amounts, and records are correct, sorting out incoming and outgoing daily post and answering any queries, controlling debts and chasing debts, producing documents, reports, tables, and graphics, maintaining various project databases including updating records and creating custom reports.

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

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.

Speaks with good clarity and uses correct language to address the other person.

Ensures to do callbacks to give responses and feedback if promised to do so earlier.

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.

Shows strong level-headedness when assessing situations and coming up with solutions.

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.

Discusses issues honestly and keeps the discussion focused on how best one can adjust the situation at hand and move the collaboration forward

Makes sure own goals determine the activities one chooses; avoids wasting time with activities just because they are fun

2

FACILITATION: Facilitation is making tasks or life easy for others while ensuring the daily running of successful meetings or workshops or business at large.

Thanks group members for their active contribution and makes sure to start a Thank You comment with a positive reinforcement

Creates an evaluation process; asks group members to take questionnaires or discuss changes and issues

2

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Aligns the company's objectives with public interests and ensures that its actions meet public needs

Identifies both the internal and external politics that impact the company processes and acts accordingly

2

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Highly responsible with the staff always informed what is happening in their professional and personal life

Encourages the employees to learn to take responsibility for their performance

2

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Highly disciplined and punctual in all aspects displaying character that others should follow

Always an excellent team player who cooperates and listens to others

3

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Highly efficient timekeeper ensuring projects are delivered within the set deadlines

Can be trusted to lead the group without the team leader around

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.

Puts extra effort to understand the audience in order to target the message in reports and proposals appropriately

Encourages others to develop paragraphs that introduce, develop, connect, and conclude ideas

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.

Demonstrates above average computer skills and has knowledge in basic data entry software packages

Shows willingness to work under pressure and meets most deadlines

2

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

Have you ever made a call while drinking or eating? How can you rate the conversation?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
PROBLEM SOLVING:

How well do you solve issues and are you confident in your abilities?

Are you in most cases conversant with what the problem is before you solve it?

[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?

Can you describe the most disappointing team experience you have ever had? Is there anything you could have done to prevent it?

[employee comments]
FACILITATION:

Describe the technique you have used to assign roles to group members. How have you found the technique effective?

How do you encourage group members to stay motivated when there is work pressure?

[employee comments]
MANAGING AT TEAM:

Would you rather that your reporting staff respected you or feared you? Why? How would you inspire both reactions from them?

Can you describe a time when you have taken a management role when you did not have the title of a manager? What happened?

[employee comments]
MANAGEMENT SKILLS:

What role have you played in your team and their success?

Have you been able to create agreement and a shared purpose in your team without a difference in opinion?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you find fault with some of the employees you assess?

Do you give the employees a chance to explain their performance or is your word final?

[employee comments]
COOPERATION WITH COLLEAGUES:

Can you be relied upon to lead the team without the management following up?

Do you deserve a promotion gauging from the work you have done as a team?

[employee comments]
WRITING REPORTS AND PROPOSALS:

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

How often do you encourage others to employ writing styles that are reader-friendly?

[employee comments]
DATA ENTRY:

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

What efforts are you making to improve your ability to work with different data entry software packages?

[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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