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

An accounting Clerk is responsible for providing support to the accounting managers and supervisors within the company while ensuring that the corporation's daily accounting functions are run accurately and efficiently without any fault.

Other duties include: keeping and updating financial records, preparing reports as well reconciling bank statements, keying in daily worksheets to the general ledger, updating files with complete information, handling accounts payables, assisting the accounting personnel, compiling and sorting invoices and checks, keeping and updating all records for charges and refunds, researching, tracking and resolving all the accounting problems, providing front desk customer service and matching invoices to work orders.

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.

Does not follow the company's dress code protocol to the letter

Does not exhibit calmness and soberness when working under pressure.

1

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.

Explains each point to the fullest and only tries to emphasize the key points.

Makes good eye contact with the audience from the start of the presentation to the end.

2

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Is not willing to take risks to achieve great results.

Not ready to listen to other people's ideas and does not support them in any way.

1

SUPERVISORY SKILLS: Supervisory Skills is the ability to lead and manage people effectively in a difficult and challenging atmosphere in the day to day life.

Turns small problems into big issues sometimes involving the entire staff

Does not appreciate the subordinates efforts leading to a demoralized workforce

1

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.

Uses the evaluation feedback to motivate and encourage employees to better their skills

Highly receptive to coaching and managerial feedback on the overall assessment

2

FLEXIBILITY: Flexibility is an important skill that allows employers and employees to make an arrangement about working on maintaining a work/life balance to help organizations improve the productivity and efficiency of their balance.

Have satisfactory standards of flexibility and proves to be of great use in such times

Persuades others to keep calm in time of storms and focus on the primary goals

2

ORIENTATION TO WORK: Orientation to Work is the introduction that is given to a new worker whereby he is introduced to coworkers and given relevant information like schedules, performance standards, benefits and facilities, names of the supervisors, etc.

Regularly needs administration input in regards to the results or end goals of tasks assigned

Be a little less cautious and learn it is okay to make mistakes

1

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

Always focuses on the negative aspects of one's job and does not seem interested in exploring the positive side of it

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

1

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

Reads directions but often mixes up tasks that need to be done in a certain order

Considers reading instructions a waste of time; rushes through tasks just to complete them in time without reading instructions thus, makes lots of mistakes

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.

Believes in perfection; spends time going through a problem over and over instead of trying out the available solutions and looking for changes afterward

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

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/

Do you feel the workplace is organized enough to enable you to perform?

[employee comments]
PRESENTATION SKILLS:

How do you normally conclude your presentations and how can you rate it?

How can you rate your experience level when it comes to giving presentations?

[employee comments]
INNOVATION:

What is the worst decision you had ever made when you were trying to solve a particular problem?

What can you say is your best innovation when it comes to developing workable solutions?

[employee comments]
SUPERVISORY SKILLS:

Have you come up with appropriate boundaries and do you follow them?

Are you reliable to give a competent report on each employee's abilities?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

Are you able to schedule your work to match the company's calendar?

[employee comments]
FLEXIBILITY:

Are you adaptable to a new working environment with new people?

Are you consistent in following the descriptions given to finish tasks?

[employee comments]
ORIENTATION TO WORK:

How well do handle pressure and stress in the workplace?

Are you too hard on yourself when you make mistakes?

[employee comments]
ENJOYMENT OF THE JOB:

How do you maintain enjoyment of the job after experiencing a setback on your way to achieving your goals?

If you find yourself working with a "boring" team, how do you keep yourself and others motivated?

[employee comments]
FOLLOWING DIRECTIONS:

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

Is there a time when you have had to speak up in order to be sure that the instructor knew what you thought or felt about the instructions?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

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

Describe the most difficult situation/problem you have ever solved. What steps did you take to diagnose it and what was the outcome?

[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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