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

Payroll clerk issues accurate pay to employees by calculating earnings and deductions by the established rules and guidelines. To get the final payment owed to each employee, he/she must compile and record time and payroll data; time worked, production, commissions, deductions, post wages and then prepare paychecks.

Other important tasks for this position includes maintaining the payroll information by collecting, calculating and entering data, updating payment information by recording changes in insurance coverage, savings deductions, job titles and department transfers, preparing reports by collecting summaries of earnings, taxes, deductions, leave, nontaxable wages, Resolves payroll discrepancies by collecting and analyzing information

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

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.

Does not make good and consistent eye contact with the audience.

Presents ideas in a non-logical manner that creates confusion to the audience.

1

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

Always willing to take risks to achieve great innovative results.

Encourages others to appreciate and use their skills and abilities in the right way.

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.

Finishes one task and moves to the next but still thinks about the task one has just finished

Starts thinking of other things that one needs to do thus is not able to give full attention to the task at hand

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.

Does not focus on delegation of tasks ending up with a messy schedule

Demonstrates little or no willingness to learn new skills or impact others

1

ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values.

Trains others on how to work professionally and uphold high standards of co-existing

Takes quick action to advise employees who engage in unfair treatment

2

PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace.

Prepares a well written out action plan on how to execute even the toughest goals

Listens to the counsel of the management and coworkers and adjusts where there is need

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.

Does not look for new ways to make things work; works with the same routine thus finds work monotonous

Is always late at work and takes sick leaves even when it is not necessary

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.

Blames other people when one makes mistakes instead of taking responsibility for own actions

Does not create time to do exercises that improve one's ability to think strategically and analytically

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.

Reduces the quality of the products sold by the company in order to minimize production costs

Allows the bookkeeper to write checks for the employees without making sure that everything involved in the payroll process is streamlined

1

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Constantly fails to seek for further information and is poor at analyzing knowledge from multiple sources

Shows little understanding on how to use learning techniques and does not bother to check the experience of colleagues

1

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

What was the highest score or reviews you received for any presentation that you have made so far?

What do you like or dislike most about giving presentations?

[employee comments]
INNOVATION:

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

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

[employee comments]
MULTI-TASKING:

What effect does handling many things simultaneously have on you? When is the last time this happened?

Are there times when you have been interrupted while multi-tasking? What happened? What have you done to reduce or avoid interruptions?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

Do you concentrate so much on the negative and forget the positives?

[employee comments]
ETHICAL BEHAVIOR:

Are you reliable to lead the team without showing favoritism to some members of the team?

Have you fostered an atmosphere of fair treatment in the workplace?

[employee comments]
PERSONAL GROWTH:

Are you fully committed to remaining an active part of the company?

Would you like to see your career grow as the company does?

[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]
PROBLEM/SITUATION ANALYSIS:

How do you weigh the advantages and disadvantages of a solution before implementing it?

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

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
KNOWLEDGE MANAGEMENT:

Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation?

How often do you encourage others to participate in networking opportunities that can assist in gaining more knowledge?

[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: