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

An accounts receivable clerk is responsible for securing all the company revenue by verifying and posting all the receipts as well as resolving any hidden discrepancies. This is to ensure that all the funds are collected, recorded and channeled in the right manner.

Besides securing the company revenue, other duties include: Performs a wide variety of accounting and bookkeeping duties, maintaining contacts with attorneys, all the staff, all vendors plus the clients, developing automated spreadsheets, preparing daily bank deposit, generating accounting statements and reports, researches and applies all the unallocated cash, updates all the receivables by totaling the unpaid invoices, accomplishing all the accounting and organization mission through completing related results as needed.

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

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.

Fears making mistakes and venturing into the world of the unknown.

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.

Adheres to all company policies, rules, and regulations and ensures all those he leads follows the same path.

Effectively maintains proper records in an organized manner to avoid duplication or loss of data and information.

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.

Often loses focus and track of tasks when presented with multiple tasks that demand one's full attention at work

Does not take breaks in between tasks to reassess new information or let one's mind rest

1

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.

Is not clear when setting roles and responsibilities for the team thus team members end up getting confused on who is doing what

Does not keep the lines of communication open thus makes team members feel uncomfortable with contributing ideas that help solve problems

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.

Pays careful attention to important details when assessing and appraising an employee or staff

Highly receptive to coaching and managerial feedback on the overall assessment

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.

Has great knowledge of the technology and knows how to implement it efficiently

Consistently watching for new measures to help the team overcome the challenges

2

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.

Yells at colleagues when they give constructive criticism about one's job performance

Always takes on new challenges but does not create time to review one's own accomplishments

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.

Does not take the time to create a plan that would help one stay on track when analyzing the situation at hand

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

1

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Puts off important assignments for easier projects instead of prioritizing and completing the most urgent assignments first

Works on many tasks that should be delegated thus constantly feels overwhelmed

1

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.

Hardly conveys information and ideas in an appropriate format and language when writing technical reports and proposals

Does not connect with the target audience when writing reports and proposals

1

Self Evaluation

Self Evaluation Question

Employee Comments

INNOVATION:

Give an instance you thought critically and came up with workable solutions?

Do you delegate work and how has it benefitted you as an individual?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you handle your administrative roles to ensure you deliver good results.

Give an instance of any administrative blunder you have ever made and how did you resolve it?

[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 are some of the resources you have used for effective multi-tasking other than your own time and attention?

[employee comments]
COLLABORATING WITH OTHERS:

Can you describe a team experience which you have found rewarding?

Describe a time when you have had to work with a difficult team member. How did you handle it?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

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

Do you treat the employees the same even the weak ones?

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Are you keen to check every detail at the start and close of every day?

[employee comments]
SELF CONFIDENCE:

Is there a time you took on a task or project you considered out of your comfort zone? How did you feel?

Have you had times when others questioned your ability to handle a certain task? How have you handled such situations?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

Describe a time when you solved a problem without all the necessary information about it in hand. How did you go about it and what was the outcome?

What are some of the challenges that you have encountered when analyzing problems and how have you faced them?

[employee comments]
QUANTITY OF WORK:

What are some of the factors you have considered when delegating tasks to your team members in order to increase their productivity?

Is there an instance when you have used shortcuts to get a job done? How did this affect your productivity?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

What efforts are you making to understand all the components of reports and proposals?

[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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