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

A Bookkeeper is responsible for maintaining records of financial transactions by establishing accounts, posting sales, ensuring legal requirements compliance.

The essential duties of this position include developing systems to account for financial transactions a chart or statements, defining bookkeeping policies and procedures, maintaining subsidiary accounts by verifying, allocating and posting transactions, balancing subsidiary accounts by reconciling entries, maintaining general ledger by transferring the subsidiary account summaries, balancing general ledger by preparing a trial balance, combining all entries, maintaining a historical record by filing documents, preparing the financial reports by collecting, analyzing and summarizing account information and trends, contributing to team effort by accomplishing related results as required, complying with the federal, state and local requirements.

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.

Answers the calls with a negative, low, and unwelcoming tone.

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.

Knows how to manage time properly and ensures all tasks are completed before deadlines.

Effectively maintains proper records in an organized manner to avoid duplication or loss of data and information.

2

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Does not keep the motivation going by letting people know that their ideas matter or rewarding them for a job well done

Sets an endless series of meetings with the team members in which little is accomplished

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.

Does not differentiate between a healthy competitive spirit and conflict

Does not make any attempt to be part of the team or to work together with them

1

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.

Displays excellent management skills in how to manage time and resources

Ability to coach others on the need of setting goals and accomplishing them on time

2

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.

Successfully applies knowledge acquired in the daily tasks that are undertaken

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.

Avoids teamwork and frequently plants seeds of doubt with the rest of the team

Is reluctant to attend business networking events, seminars, or any other activity aimed at adding value to one's career life

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.

Treats deadlines like an option and constantly sets aside vital projects

Allows tasks to pile-up, rushes in the last-minute, and ends up falling behind others

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 bother to identify points at which improvements can be made

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

Does not demonstrate willingness to learn how to integrate primary data and secondary sources accurately

1

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

Have you ever made a call while drinking or eating? How can you rate the conversation?

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:

How well do you handle your administrative roles to ensure you deliver good results.

Give an instance of any administrative blunder you have ever made and how did you resolve it?

[employee comments]
COLLABORATING WITH OTHERS:

Can you describe a situation where you had to compromise or help others to compromise? What steps did you take?

Is there a time when you have had to work with a team that did not get along? What did you do?

[employee comments]
LEADERSHIP SKILLS:

Are you reliable to answer the employees? questions without lying?

Are you likely to favor and compromise justice in the event of a conflict?

[employee comments]
PERSONAL GROWTH:

Do you accept positive criticism and work on the areas that need change?

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

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Do you have any health complications that the management should know about?

[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:

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:

Which techniques are you employing to identify bottlenecks in processes and the points at which improvements can be made?

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?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[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: