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

An accounts payable clerk is the center of all the operations in the finance office as he handles all the expenses by receiving, processing, verifying and reconciling all the invoices and completing all the payments. He is the oil that makes the finance department run smoothly.

Other general duties includes: Reconciling processed work by verifying entries, comparing system reports to balances, checking vendor accounts by reconciling all the monthly statements and any related transactions, coding invoices, familiarize with all foreign currency and the in-house wire system, ability to prepare and process checks for multi companies, updating and maintaining vendor database, auditing and verifying expense 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

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

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.

Uses strategic approachability and skill when it comes to solving issues.

Always feels comfortable and confident when seeking help or advice whenever stuck on solving any issue.

2

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

Demonstrates poor listening skills and ends up not getting the intended information.

Does not show any willingness to continue learning by being open minded and receptive to other people's ideas.

1

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Does not know how to give feedback and is always ready to criticize those he/she leads.

Does not know how to use technology related equipment and processes properly.

1

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.

Keeps a selection of simpler projects or smaller tasks and performs them while waiting for inspiration or information on a larger project

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

2

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Successfully finds new effective ways to perform difficult tasks that nobody wants to handle

Is not scared to make periodic mistakes or take calculated risks

2

ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude.

Always late in executing a new plan or project and neglects tasks that need priority

Hardly attends training, workshops or any other research-based activity meant to increase self-efficiency

1

SELF CONFIDENCE: Self Confidence is the ability to know who you are and what you are capable of doing which shows in your behavior, your body language, how you speak, etc.

Is indecisive and always needs the help of others even when making the most simple decisions

Is always afraid to say yes to new challenges for fear of making 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.

Faces the problem alone without involving other people's ideas and therefore ends up spending more time on the problem than expected

Does not ask questions or look at the situation from different angles thus fails to understand it better

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:

Do you feel you value your job? Explain your answer.

Do you feel the rules, procedures, and protocols of the company are relevant to having an organized workplace?

[employee comments]
CRITICAL THINKING:

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

When expressing your ideas do you deliver them in a logical manner?

[employee comments]
INNOVATION:

How well do you deal with pressure when it comes to developing workable solutions to problems?

How well do you work with a group or team to come up with innovative ideas?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

Give an instance, or example that you can say is your proudest moment of being in an administrative capacity?

[employee comments]
MULTI-TASKING:

Describe a time when you have had to perform multiple tasks at the same time. What are some of the challenges you faced?

What are some of the ways and techniques that you have found to make handling of multiple tasks easier and more effective?

[employee comments]
PHYSICAL ABILITIES:

Are you willing to help out in tasks that require manual strength

What areas do you think you need to improve on?

[employee comments]
ADAPTABILITY:

Were there times you had to take in a new task when you were still heavily involved with another one?

Can you describe a situation where you had to move into action without a plan when solving a difficult problem?

[employee comments]
SELF CONFIDENCE:

When is the last time you asked for assistance on a certain project from a colleague? What was the project?

Is there a time you had to lead other employees in a certain direction, but you had some doubts? What did you do?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Your manager wants to buy a program that will improve the customer service and asks you for a recommendation. How would you reply?

Describe a time when you have anticipated a problem. What did you do about it?

[employee comments]
PROJECT MANAGEMENT:

What methods have you used to find out where a project has been, where it is currently, and where it is going?

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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