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

An Invoice Clerk is responsible for issuing invoices, credit memos, updating customer records and issuing monthly customer statements in the accounting department of any organization.

The responsibilities for this position are updating customer records and issuing monthly customer statements, interacting with vendors and clients to ensure accuracy, comparing invoices against purchase orders, receiving documents to verify receipts of the items ordered, recording data for follow up, contacting vendors regarding errors in bills, maintains all files of suitable ordered and received them on delivery, returning all returnable goods to the sellers, figuring out and confirming prices and discounts offered and cross checks to see they are accurate on the 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

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Does not know how to tell customers to wait for their turn tactfully.

Handles one on one contact with customers poorly and usually prefers dealing with them on the phone.

1

VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business.

Researches extensively before delivering a talk to have concrete facts and information that will not raise any objections.

Shows great eloquence when it comes to delivering speeches and talks.

2

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.

Delivers work that has too many grammatical and punctuation errors.

Starts writing without first drafting the ideas down and modifying it.

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.

Argues with the other person on the line when insulted or provoked and does not maintain a cool head.

Puts callers on hold and unholds them in an unprofessional way.

1

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Tries as much as possible to make people feel comfortable at all times.

Builds on good understanding and mutual reliance when given tasks to handle.

2

DEALING WITH DIFFICULT PEOPLE: Dealing with Difficult People is learning how to tactfully calm down an obnoxious person who is either verbally attacking you or stealthily criticizing you or your professional contribution.

Redirects the conversation or situation to something positive by focusing on something else other than what the argument started about

Does not share anything personal with an impossible person even when they seem normal or act like a friend

2

ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude.

Not able to stay poised and calm when presented with a dilemma or a sudden troubling event

Shows reluctance when asked to take over others in the same office or department when necessary

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

Makes little efforts to redefine customer service processes to meet the ever-changing needs of customers

1

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Spends most of the available time engaging in activities and thoughts that do not produce results

Makes little effort to create effective and reliable project schedules

1

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Lacks enough computer skills and has little knowledge in basic data entry software packages

Demonstrates inability to do repetitive tasks for long periods of time

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

Is there a time you understood a customer's circumstances quickly? What did you do?

[employee comments]
VERBAL COMMUNICATION:

Give an instance you were given the opportunity to talk to people. What was the reaction?

Have you ever tried to copy somebody else's way of talking and how did it turn out?

[employee comments]
WRITING SKILLS:

Do you normally counter check your work for grammatical errors before submitting?

Do you take online courses to help yourself to improve your mastery in writing?

[employee comments]
PHONE SKILLS:

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

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

[employee comments]
INTERPERSONAL SKILLS:

Give an instance that your feelings and emotions became a hindrance to building meaningful relationships with others?

How well do you receive instructions and follow them through to achieve the desired results?

[employee comments]
DEALING WITH DIFFICULT PEOPLE:

Describe a time when you had to disagree with a new rule in the company? How did you present your argument?

How comfortable are you with dealing with different opinions from different people? Describe a time when this happened at work

[employee comments]
ADAPTABILITY:

What is the biggest change you have dealt with and how did you cope with it?

Is there a time you had to adjust to a colleague's working style or technique in order to meet a deadline or achieve an objective?

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

Are there any instances where you delayed responding to a customer and did you give any explanations for the delay?

[employee comments]
SCHEDULING:

Have you ever failed to add contingency time when scheduling and how did you correct the mistake?

How often do you encourage others to work steadily towards both career and personal goals?

[employee comments]
DATA ENTRY:

What efforts are you making to learn more about privacy issues?

What efforts are you making to improve your typing skills?

[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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