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

An Account Administrator is responsible for providing administrative support to accountants, undertaking clerical tasks like typing, filing making calls, etc. to help maintain the office and keep it running smoothly.

The duties and responsibilities of this position include working with spreadsheets, sales, purchase orders and journals, preparing statutory accounts, Reconciling finance accounts and direct debits, managing petty cash transactions, calculating and checking to ensure the payments, amounts, and records are correct, sorting out incoming and outgoing daily post and answering any queries, controlling debts and chasing debts, producing documents, reports, tables, and graphics, maintaining various project databases including updating records and creating custom reports.

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.

Does not jot down points during a phone conversation and hence escalates or gives wrong or misinterpreted information.

1

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Communicates or articulates issues in an obvious and concise way that people can easily understand.

Shows the willingness to change tact whenever the conditions change.

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

Does not understand the importance of setting goals or contributing solutions to problems

1

FACILITATION: Facilitation is making tasks or life easy for others while ensuring the daily running of successful meetings or workshops or business at large.

Does not allow group members to air their views; posts items on the discussion boards more than the group members

Does not answer emails from group members or does so when it is already very late

1

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Makes sure that employees are recruited, selected, appraised and rewarded appropriately and takes action to address performance problems

Identifies both the internal and external politics that impact the company processes and acts accordingly

2

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Maintains an all time open communication among the employees and managers

Establishes and maintains a corporate culture of reliability and caring

2

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Highly inconsistent in meeting deadlines for the scheduled assessment period

Shows favoritism to some employees creating conflict in the workplace

1

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Always focused on the do it alone projects forgetting the ability of teamwork

Always shouts others down when they try to offer their opinions

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.

Often fails to proofread and edit reports and proposals before submitting

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

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.

Demonstrates a negative working attitude and does not pay attention to detail

Does not understand the importance of maintaining data confidentiality and shows little willingness to learn more about privacy issues

1

Self Evaluation

Self Evaluation Question

Employee Comments

PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

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

[employee comments]
PROBLEM SOLVING:

How do you manage high-pressure situations that require fast and urgent attention?

Do you involve other people when trying to solve any particular problem?

[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]
FACILITATION:

What methods of communication have you used to pass information to group members?

What are some of the methods you have used to solve conflicts in your group?

[employee comments]
MANAGING AT TEAM:

How do you think your reporting staff would comment on your strengths, weaknesses, and managing style?

Is there a time when you have praised an employee in public? How did you go about it?

[employee comments]
MANAGEMENT SKILLS:

What role have you played in your team and their success?

Have you been able to create agreement and a shared purpose in your team without a difference in opinion?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

Do you give the employees a chance to explain their performance or is your word final?

[employee comments]
COOPERATION WITH COLLEAGUES:

Are you willing to reconcile when a conflict occurs in the workplace?

What can your team say concerning your work ethics and manners?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What efforts are you making to learn the value of good written communication when writing reports and proposals?

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

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

How often do you encourage others to learn more computer 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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