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

An Account Receivable Clerk is accountable for securing revenue by verifying and posting receipts while resolving discrepancies.

The primary duties of this position entail supporting customer payments by recording cash, checks and credit card transactions, posting revenues by verifying and recording transactions form lock box and local deposits, updating receivables by calculating unpaid invoices, maintaining records by microfilming invoices, debits and credits, accomplishing accounting and organization mission by completing relevant results as needed, assisting financial management and analysis as requested, achieving accounting and organization mission by creating related results as needed, providing monthly financial and management reports, overseeing client trust accounts, accounts receivable write-offs and payment reversals, organizing and maintaining up to date financial records.

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

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.

Does not take full control of the conversation and allows the conversation to take a different twist.

Never seeks clarification on issues that are not well clear during the phone conversation.

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.

Demonstrates good knowledge of technology issues and can comfortably use and maintain technology related equipment.

Always seeks to improve and improvise the effectiveness and efficiency of administrative tasks.

2

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.

Has minimal concern for teamwork that affects the rest of the team

Communicated to the team through reprimands creating a dull atmosphere

1

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Highly inactive and not ready to learn any new skills or develop older ones

Has inferior abilities to establish personal priorities and courses of action

1

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.

Attends regular networking events in the community in order to develop real, authentic connections with other business professionals

Takes advantage of free online education options in order to keep updated on emerging trends on one's career

2

SELF AWARENESS: Self Awareness is the ability to have a sound understanding of who you are as a person and how to relate to the world in which you live by understanding your strengths and weaknesses and how to manage them in the workplace.

Acknowledges and recognizes the emotions of other colleagues and instills a constructive attitude and positive during complex and difficult times

Maintains awareness of one's own emotions and uses this knowledge to guide one's actions and to think in a favorable manner

2

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Tries to achieve too many goals at once thus makes it harder to achieve any of them

Surrounds oneself with people who do not have goals instead of those who aspire to do more with their life

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.

Does not know when one should invest the profits made from the company or when one should plow the profits back to the company

Does not keep the company's payables up-to-date thus loses track of how much the company owes, to whom, or whether the company is past due on any bills

1

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Delivers low-quality work to beat the clock and is poor in time-management

Miscalculates the time required to complete projects and ends up missing deadlines

1

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Does not bother to implement parallel processing aimed at improving efficiency of processes

Does not demonstrate willingness to learn new procedures and hardly encourages others to undergo training on new procedures

1

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

How well can you rate the way you handle your phone call conversations?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[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]
LEADERSHIP SKILLS:

Do you lead others where you are not willing to go?

Are you willing to learn new trends to equip you as a better leader?

[employee comments]
INITIATIVE:

Have you sighted any improvement from the last evaluation season?

Do you take positive criticism well or do you allow your feeling to lead you?

[employee comments]
COMPETITIVENESS:

What sort of projects did you generate that required you to go beyond your job description?

What have you done to increase your knowledge and understanding about competitiveness in the workplace?

[employee comments]
SELF AWARENESS:

Is there a time when you were surprised about the positive impact your words or behavior had on a colleague or client?

Are there times when you have reacted to someone or something in the workplace in a way you did not intend to? How did you fix that?

[employee comments]
REALISTIC GOAL SETTING:

How do you decide on your goals? How do you ensure that they are realistic?

How do you prioritize your goals in order to make them more achievable?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
TIME MANAGEMENT:

Are you able to distinguish between unimportant and important tasks when working on a project?

Do you keep a well-organized record of all the upcoming deadlines?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to learn more about new procedures?

How often do you use existing benchmarks to complete processes in accordance with the set standards?

[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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