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

Bookkeeping is the art of understanding math and figuring out numbers while keeping track of every single expense in the entire company. A bookkeeper is responsible for making sure every transaction, deposit or income is recorded daily in the company's ledger. Using either cash or checks books or software to track the numbers, it is mandatory to produce precise data that enterprises can rely on.

Other responsibilities includes, developing accounting systems to account for any financial transaction through an establishment of auditors charts, maintaining general ledger by transferring subsidiary account summaries, balancing subsidiary accounts through reconciling entries, ensuring the company's legal requirements compliance

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

TEAMWORK SKILLS: Teamwork is the process of collaboratively working with a group of people with an aim to achieve a set goal within a business ensuring that the staff and management cooperate using their skills and provide constructive feedback.

Not always willing to help if needed and drags the team from going forwards.

Shows reluctance when it comes to undertaking various activities with the team.

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.

Does not usually approach issues and problems creatively and intelligently.

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.

Fails to meet expectations in an effective and timely manner.

Is not diplomatic and does not handle issues in an objective way.

1

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.

Stand up tall with confidence when making decisions that require much thought

Avoids personal confrontations in the workplace while looking for workable solutions

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.

Goes above and beyond; suggests new ideas, clients or products in order to make projects easier or more streamlined

Smiles in order to relieve stress, feel more relaxed and appear composed to others when talking to a group of colleagues

2

PERSONAL ACCOUNTABILITY: Personal Accountability is the feeling that you are entirely responsible for your actions and consequences taking ownership without blaming others.

Does not fulfill commitments made to other employees, supervisors, peers and customers

Lacks clear vision of where the company is headed and the goals that need to be accomplished

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

Jumps into solving a problem without enough information and facts thus generates solutions that are half-baked

1

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Constantly works without taking breaks between tasks which makes one feel overloaded and less efficient

Is unable to prioritize when one is facing a pool of seemingly urgent tasks or projects

1

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

Does not put enough energy or attention on the assigned task and is uneven in own productivity

Takes inappropriate and reckless shortcuts when performing tasks thus often needs to redo own work

1

Self Evaluation

Self Evaluation Question

Employee Comments

TEAMWORK SKILLS:

Do you make your voice heard on team issues, or you allow others to come up with the ideas?

Have you ever done anything that affected the team negatively? How did you manage it?

[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]
INNOVATION:

Explain how you go about when solving a problem or an issue?

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

[employee comments]
ADMINISTRATIVE SKILLS:

Do you encourage those under you to perform professionally at all times?

How well do you manage the pressures of your administrative position?

[employee comments]
ORIENTATION TO WORK:

How well do you manage your time assigned for the tasks?

How well do you relate to your co-workers and management?

[employee comments]
SELF CONFIDENCE:

Is there a time you interjected a different side of an issue or a different point of view? How did you go about it?

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]
PERSONAL ACCOUNTABILITY:

What steps have you taken to improve your effectiveness in the company, workgroup and your career?

What are some of the special responsibilities and assignments you have been given in the past that are not part of your routine?

[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?

Describe a time when you have found a creative way to solve a problem. How did you feel?

[employee comments]
DEADLINES - ON TIME:

You are currently working on a project that is due in a few hours. Your boss assigns you another project that is due at exactly the same time as the current one. What do you do to make sure that you meet both deadlines?

Is there a time when you faced a problem when handling a task? How did this affect your mini-deadlines and the actual deadline?

[employee comments]
QUANTITY OF WORK:

Describe how you schedule tasks in a normal work day. What kind of tasks do you reserve for when you are most productive?

Describe a training program that you have enhanced or developed to improve the quantity of work produced by your team. How has this benefited the team?

[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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