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

The Assistant Audit Manager assists the Manager with financial reporting of the company's finances daily/weekly/monthly or yearly. He/she is involved in the day-to-day running of the business while setting workable processes in place.

Other responsibilities include managing reports while ensuring they are accurate and prepared by the accepted accounting principles, Ensuring that every record is produced and maintained within the industry strategies policies regulatory guidelines and auditing standards, assists the auditor to make reports that are acknowledged by the ISO standards, preparing balance sheets in the interest of the organization, inspecting and correlating the overall audit report with the balance sheets provided and report it to the seniors for approval detect frauds and bring it to the notice of the senior auditors.

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 exude confidence and poise when delivering a presentation.

Does not use the visual aids to help deliver a powerful conversation.

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.

Questions regularly to find out if the decision taken will achieve the desired effect.

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

DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work.

Highly critical of the company's policies, values, goals, and vision

Does not wait to hear all the facts but already spells out a ?no?

1

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Speaks positively to own bosses and provides quality feedback about the people one works with

Shares information or content with others that is directly related to their work in order to help improve their professional skills

2

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.

Uses more positive or neutral words to describe the situation and avoids words that may make one feel frustrated about the situation

Sets a deadline for when a situation should be solved and a schedule for reporting in order to stay on track and know when one is falling apart

2

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.

Makes excuses when one makes mistakes or fails to meet deadlines instead of holding oneself accountable and showing the willingness to improve

Takes on too many tasks, which often leads to low morale, stress or poor performance

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

Regards productivity as other employees' concern; does not offer suggestions to increase the amount of work one produces

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 unwillingness to look for and adopt new ideas that can assist in improving own knowledge

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 demonstrate willingness to learn how to integrate primary data and secondary sources accurately

1

Self Evaluation

Self Evaluation Question

Employee Comments

PRESENTATION SKILLS:

How frequently do you engage your audience during any presentation?

How well do you deal with questions and issues raised by the audience?

[employee comments]
CRITICAL THINKING:

How well do you consider all the factors available before making your decision?

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

[employee comments]
INNOVATION:

Give an instance that you had to fall on your plan B when things did not work out as intended?

How well do you respond to issues and what do you feel is your weak point when dealing with problems?

[employee comments]
DEDICATION TO WORK:

Do you criticize the company or work hard to give it your level best?

Do you give your very best in a group setting or you sit back and allow others to do your work?

[employee comments]
PERSONAL RELATIONSHIPS:

Describe a time when you have been able to address an angry customer and build a great relationship. What was the problem and how did you handle it?

Is there a time when you have chosen to trust a colleague to handle a very sensitive project for you? What was the outcome?

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

[employee comments]
DEADLINES - ON TIME:

How have you kept yourself motivated to meet deadlines at work? How have you helped others on the same?

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 a time when you have had to adjust your working pattern in order to be more productive. How did this affect the quantity of work you produced?

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]
KNOWLEDGE MANAGEMENT:

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

What efforts are you making to stay alerted with new knowledge?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

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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