Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a payroll auditor. Find the right words with quality phrases.
A Payroll Auditor is liable for conducting analysis for the cause to identify systematic problems that are either organizational, processes and systems. This position requires excellent skills in spreadsheet compiling with good writing and presentation skills.
Primary responsibilities include inspecting a sample of the approved documents for completeness, ensuring all the payroll activities are carried out within the rules and regulations, recording results of audit and presenting the results to the program manager, performing analysis on data from the online tracking system, identifying systematic issues within the systems, compiling metrics reports from monitoring system, tracking accomplishments, reporting out on goals and requirements for participation as a matrix member.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces. | Argues with the other person on the line when insulted or provoked and does not maintain a cool head. Does not jot down points during a phone conversation and hence escalates or gives wrong or misinterpreted information. | 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. | Encourages and promotes innovation, teamwork, and inclusiveness amongst the employees. Shows good customer service abilities and knows how to make a visitor feel at ease and comfortable. | 2 |
| DEVELOPING OTHERS: Developing others is an unremitting process that focuses on the broader, longer-term growth of individuals to nurture them to their potential and promote future development. | Does not set goals in line with the company's policy Gives up easily as well as discourages the team being led | 1 |
| LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place. | Undercuts teamwork spirit by giving preferential treatment to some favorites Focuses more on who is in the team rather than the team productivity | 1 |
| CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions. | Carries a unique imagination that produces innovative ideas profitable to the company Expert at taking creative ideas and changing them into workable solutions | 2 |
| COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner. | Joins associations with like-minded professionals to help create relationships that can help tap new, exciting ideas into the business Builds an "I can do better" mentality and always works hard to proof that fact | 2 |
| HANDLING STRESS: Handling Stress is the skill to balance the requirements of the job and your abilities or available resources in performing it. | Creates extra drama, overthinks and creates problems out of things that do not matter Is negative minded; focuses on the problem or challenge one is facing rather than adjusting one's mindset to look for solutions | 1 |
| PRACTICAL THINKING: Practical Thinking is the skill to think creatively about projects or work that requires your full attention to be completed and to bring great results. | Compares oneself to other employees, their lives, and their positions at work and in the society, which causes unhappiness, frustrations, and low self-esteem Looks at the situation at hand from only one point of view, and examines only a few factors thus makes premature decisions | 1 |
| QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks. | Allows oneself to be distracted when performing a task that needs full concentration thus produces substandard work Gets regular feedback from customers on products or services that need improvement but does nothing about it | 1 |
| CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise. | Shows frustration when a customer asks too many questions and lacks patience with customers who ask irrelevant questions Alienates customers with special needs and does not bother to attend to customers on a first come first served basis | 1 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| PHONE SKILLS: Give an instance you were called by an irate caller and explain how you handled it? Give an instance you had to talk to someone on the phone while in a loud place? How well did the conversation go? | [employee comments] |
| ADMINISTRATIVE SKILLS: Do you encourage those under you to perform professionally at all times? How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles? | [employee comments] |
| DEVELOPING OTHERS: Do you consult the rest of the management before you make decisions? Does the management count on you to deliver profitability in the business? | [employee comments] |
| LEADERSHIP SKILLS: Do you offer concern and assistance for poorly performing employees? Do you reprimand your employees or discuss situations with them? | [employee comments] |
| CREATIVITY: Do you understand how critical, creative thinking skills are to an organization? Do you value and implement creative skills that you learn from others | [employee comments] |
| COMPETITIVENESS: What are some of the projects, tasks or activities you took part in to improve your personal skills? Have you ever participated in a networking event? How did you interact with other people attending the event? | [employee comments] |
| HANDLING STRESS: Give an example of a time when you have worked with a team that was facing a very stressful situation. How did you help the team members handle the situation? Is there a time when your work has been criticized? How did you receive the criticism? | [employee comments] |
| PRACTICAL THINKING: What are some of the challenges that you have faced when thinking practically? How have you faced these challenges? Describe a time when you have had to analyze a problem and come up with possible solutions. How did you go about it? | [employee comments] |
| QUALITY MANAGEMENT: Describe a time when you have suspended a supplier's contract with your company because he/she was supplying low-quality products. How did you go about it? Describe the most recent project you have completed. What are some of the most common quality issues you identified and what was the cause? | [employee comments] |
| CUSTOMER SERVICE: How do you respond to customers who make unrealistic demands? Are there any instances where you delayed responding to a customer and did you give any explanations for the delay? | [employee comments] |
Summary |
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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: |