Use this sample and step by step explanation to craft a meaningful employee performance feedback review for an accounting assistant. Find the right words with quality phrases.

An accounting Assistant is the right man helper of accountants that have particular tasks assigned to them that include: administrative support and clerical duties such as typing, filing, making phone calls, handling emails and basic book keeping while maintaining the office and keep it running smoothly.

More of the duties include: Reconciling finance accounts plus direct debits, managing office petty cash transactions, controlling credits and chasing debts owed to the company, working with spreadsheets to prepare sales, purchase ledgers and journals, preparing statutory accounts, sorting out both incoming and outgoing daily posts while answering any queries that may come up as well as ensuring all payments, amounts, and records are all correct.

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

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Maintains an untidy and disorganized workspace area with personal effects not well kept.

Rarely ensures that things around the workplace are in order.

1

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.

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

2

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Has minimal movement on stage and does not walk around the presentation room.

Gives long presentations and does little to get the attention of the audience.

1

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.

Does not take the time to consider all factors available before making a decision carefully.

Does not show enough willingness to try to improve the critical thinking skills.

1

MANAGING EXPENSES: Managing Expenses refers to the systems deployed by a business to process, pay and audit the employee-initiated expenses that may include travel, entertainment, telephone, etc.

Allows the use of the available resources before new ones are provided to avoid wastage

Ensures all the team leaders receive, document and account for all the resources received

2

CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues.

Uses vivid diagrams, analogies, and other simple means of data presentation in order to help other colleagues understand complex new ideas

Sees beyond the current business model and suggests new ways of working that are different from competitors

2

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Finds oneself distracted by worrying about other things to be done thus, loses energy to tackle the task at hand

Uses extra time gossiping and complaining about one's job instead of doing something that adds value to the company

1

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Spends time complaining about the problem at hand instead of looking for solutions and prevention of such a problem in the future

Breaks down a problem into smaller ones but does not develop strategies to solve the problems

1

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.

Does not take the time to familiarize oneself with different types of credit thus leaves decision-making to the lender

Mixes company money with personal finances thus finds it hard to keep track of the company profit or its expenses

1

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Stays in the office and focuses on own work instead of spending time with project team members, stakeholders, and clients

Does not keep a close eye on the project team's performance or intervene when a project is derailing

1

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Has the company given you all the essential things you require to perform your duties/

What areas do you feel you need improvements when it comes to being organized at work?

[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]
PRESENTATION SKILLS:

Have you ever gone for presentation without preparing well? How did the presentation go?

How well do you deal with questions and issues raised by the audience?

[employee comments]
CRITICAL THINKING:

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

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
MANAGING EXPENSES:

Do you ask for assistance where you need help in case of overwhelming demands?

Do you quickly notice errors, omissions or additions that are irregular from the registers?

[employee comments]
CONCEPTUAL THINKING:

Describe the most complex task you have ever accomplished. What information did you use when handling this task?

Describe a time when you needed to develop and use a complex procedure in order to complete a task. What obstacles did you encounter when handling the task?

[employee comments]
ENJOYMENT OF THE JOB:

What techniques and processes have you come up with to make your job easier or to be more effective at work?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

What information do you research when analyzing a problem and how do you use it?

What factors have you considered when developing and evaluating solutions to a problem?

[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?

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]
PROJECT MANAGEMENT:

What stress management techniques and problem resolution models have you used while managing a project? Illustrate your answer with a real life example

Describe the most difficult project that you have ever managed. What made it difficult and how did you go about it?

[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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