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

An Accounts Payables Clerk is responsible for completing payments and controlling expenses by receiving processing, verifying and reconciling invoices.

The essential functions include combining processed work by verifying entries and comparing system reports to balances, protecting the organization's value by keeping the information confidential, Charging expenses to records and cost centers by analyzing invoice/expense reports, assessing entries, paying vendors by monitoring discount opportunities, verifying federal id numbers, scheduling and recording checks, resolving purchase order, contract, invoice or payment discrepancies and documentation, insuring credit is received for exceptional memos, issuing stop-payments or purchase order revisions, paying employees b collect and verifying expense statements and requests for advances, preparing checks, reporting sales taxes by calculating requirements on paid invoices, coding invoices.

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

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Writing overly long sentences something that creates a boring reading atmosphere for the reader.

Does not do any thorough counterchecking to rectify the various writing errors such as spelling mistakes.

1

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.

Knows how to put the other person on hold and professionally unholds them.

Avoids any form of distractions before making a telephone call.

2

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.

Does not know how to give feedback and is always ready to criticize those he/she leads.

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

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.

Rarely takes action or deals with conflicts and disagreements among the employees

Focuses on personal needs rather the needs of the entire team

1

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Excellent ability in learning and understanding key tricks on the new technology

Always willing to jump in and learn something new to help make work easier

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.

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

Seeks out opportunities for growth and expanding self horizons in order to have more to offer at work

2

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.

Constantly feels overwhelmed and blames others when late to deliver work

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

1

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Relies on forecasting tools that are not tested and proven

Fails to attend conferences and rarely signs up for training sessions that present networking opportunities with other professionals

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.

Ignores the perspectives of customers and vendors and thereby fails to meet their expectations

Fails to map existing processes and does not utilize existing business process models when attempting to capture complex scenarios

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.

Demonstrates little understanding of the appropriate writing styles when expressing ideas

Shows little willingness to learn the value of good written communication when writing reports and proposals

1

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

How well do you do your research before you set out do any form of writing?

Do you have a mentor to guide you in your writing and how has it benefited you so far?

[employee comments]
PHONE SKILLS:

Have you ever interrupted someone while talking over the phone? How did the conversation turn out?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
ADMINISTRATIVE SKILLS:

How well do you encourage your employees to be the best they can be and to trust in their abilities?

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[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]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Are you physically fit to take on tasks that require human strength?

[employee comments]
COMPETITIVENESS:

What is one thing you would like to improve about yourself in order to be more competitive at work?

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

[employee comments]
TIME MANAGEMENT:

Were there any instances where you felt that you took more time to get work done than other times?

Do you make your schedules flexible enough to accommodate emergencies?

[employee comments]
BUSINESS TREND AWARENESS:

What efforts are you making to increase your accuracy in predicting future business trends?

Do you encourage your colleagues to attend conferences and local events that provide networking opportunities with other professionals?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to implement parallel processing of related processes?

How often do you attend think tank and ideation sessions to learn new ideas on improving processes?

[employee comments]
WRITING REPORTS AND PROPOSALS:

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

How often do you encourage others to employ writing styles that are reader-friendly?

[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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