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

An Invoice Control Clerk is liable for checking the accuracy of the purchase order with the seller invoices and supporting documents provided to verify the accuracy of billing data and ensure receipt of the items ordered.

The primary roles for this position includes compiling data from vendor invoices, collecting supporting documents to verify accuracy of billing data, ensuring receipt of items ordered, comparing invoices to ensure compliance with the company's policies and procedures, following up on invoices and credit memorandums, recording data in control records, computing figures to determine prices and discounts, contacting buyers regarding errors in partial or duplicate process or substitutions, maintaining files of returnable items received from or those returned to vendors, writing checks, preparing vouchers authorizing payments to the suppliers.

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.

Reads quite less and hence lacks knowledge of new words and writing styles.

Does not implement any correction given out by the critics of the work.

1

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Exudes a great wealth of knowledge and present concrete facts while negotiating.

Shows willingness to compromise when the deal seems not to be going through for the interest of parties involved.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Does not manage time well enough and ends up doing things in a hurry and delivering error loaded work.

Always compromises on quality by not following the required standard procedures.

1

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Shows unwillingness to share knowledge about the company or encourage other employees to keep up-to-date with the company's structures, rules, systems, networks and environment

Does not show the willingness to look for new ways that add value beyond a customer's immediate request

1

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Takes breaks when one needs them in order to balance rushes and refresh one's mind for tasks that require intense focus

Simplifies tasks that one cannot eliminate such as routine tasks and tries to perform them in as much detail as they require

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.

Looks for opportunities to practice different skills, implement new processes, take on new responsibilities and learn a new software

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

2

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 take the time to familiarize oneself with different types of credit thus leaves decision-making to the lender

Mixes company money with personal finances thus finds it hard to keep track of the company profit or its expenses

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

Demonstrates insufficient knowledge of company products and does not bother to stay updated with changes to products

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

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.

Possesses below average typing skills with below average accuracy and typing speed

Makes little effort to improve spelling, punctuation and grammar when typing data

1

Self Evaluation

Self Evaluation Question

Employee Comments

WRITING SKILLS:

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

How many books have your read so far and what is your preferred genre of writing?

[employee comments]
NEGOTIATION SKILLS:

Have you ever been involved in any negotiation process? What did you learn from it?

Have you ever lost your temper while negotiating with someone and what was the outcome?

[employee comments]
ACCURACY:

Give an instance you overloaded yourself with work and how you would rate the work you submitted.

Describe an instance you made an error that led to significant problems and what did you learn afterward?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

Describe a situation where you have provided advice on procedures and the use of the company resources. Was your advice taken? If yes, what was the outcome?

How would you respond to a new employee who shows an unwillingness to learn the company process? What would you do to help them?

[employee comments]
MULTI-TASKING:

What system do you use to keep track of multiple projects? How has this helped you meet deadlines?

What is the most difficult multi-tasking experience you have ever had? What did you do and what was the outcome?

[employee comments]
COMPETITIVENESS:

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

Mention a time you made an intentional effort to get to know someone from another culture. What was the result?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
CUSTOMER SERVICE:

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

Are there any instances where some customers declined following a queue? How did you correct such situations?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

What efforts are you making to meet the needs of the target audience when writing reports and proposals?

[employee comments]
DATA ENTRY:

What efforts are you making to improve your literacy and numeracy skills when working with data?

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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