Performance Review Accounts Payable Specialist
Employee Performance ReviewGoodwill Industries of LSC
Performance Review – Accounts Payable Specialist
EmployeeInformation
Employee Name: / Employee ID:Job Title: / Hire Date:
Department: / Date in Position:
Manager: / Date Review Given:
Salary Adjustment: / Yes / No / Prior Review Date:
Purpose
Our goal is to assist the employee in the performance of his/her duties by presenting a constructive appraisal of his/her strengths and areas needing improvement. Also, it is our desire to develop these strengths by providing as much training as possible in order to achieve greater job satisfaction and performance.Goals
Based on the previous performance review, briefly describe the goalsidentified for the employee. Were the goals achieved? If no, then why not?Goal #1:
Goal#2:
Goal #3:
Definitions
EXCELLENT: Performance consistently exceeds all job requirements; exceptional knowledge of the work; has expanded all job duties significantly beyond normal job expectations.ABOVE STANDARD: Performance often exceeds some of the job requirements; takes initiative and identifies and suggests improved methods and procedures; anticipates and identifies potential problems.
STANDARD: Performance is fully acceptable; each of the job requirements is met in a competent manner; knowledgeable; needs little direct supervision.
BELOW STANDARD: Performance is inconsistent; additional skills are needed; needs more direct supervision.
UNACCEPTABLE: Performance does not meet many of the basic requirements necessary to perform the job adequately; performance is clearly below job demands; needs constant and direct supervision; improvement is required.
The following areas are important to the success of an individual performing the duties of anAccounts Payable Specialist. Properly performing the duties of this position are critical to the mission of Goodwill Industries of Lower South Carolina. As the individual with oversight for issues regarding employees well being, less than standard performance cannot be tolerated. It is important to note, that some areas of this position are much more vital to the success of our Agency and are given a higher weight in the overall evaluation process.
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable- Professional Competence and Job Knowledge
Knowledge of job requirements to ensure agency bills are prepared, coded, and paid with the appropriate approvals, in a timely manner and in accordance to best accounting practices.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Quality of Work
Data input and output must be generated with highest standards..
Comments:
Points:______
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Productivity
Accurate work finished by the allowed time frame:
Checks cut every Thursdays afternoon. Checks distributed early Fridays mornings.
Positive pay file sent to bank by Thursdays after check runs.
Bills paid on time to take advantage of discounts. W-9’s mailed by the due date, etc.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Interpersonal Skills
Maintains a positive relationship with fellow employees, managers, and supervisors to ensure departmental and agency goals.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Teamwork
Meets changing conditions of the position and willing to go beyond the scope of the job description to meet departmental needs. Professional, polite, helpful, and shows flexibility when working with fellow employees, supervisors, and managers in coding invoices to proper accounts, getting approvals, collecting receipts,TER’s are properly filled out and submitted on time. Respects and is respected by fellow employees as a team member.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Dependability
Can be relied upon to complete assigned work with a minimum amount of supervision, and using work time most effectively.
Comments:
Points:______
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Initiative
Takes initiative to verify invoice amounts, proper coding and descriptions are on all receipts. TER’s and mileage sheets are correct. Check status of bill payments, Aged Trial Balance, and how they impact the general ledger accounts.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Communication Skills
Keeps back up documentation and communicates effectively, orally and in writing any discrepancies with peers, managers, supervisors and vendors in regards to approvals on check requests, paying invoices, coding of invoices, mileage sheets, mailing of checks, etc.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Attendance
Conforms to scheduled work hours and breaks to include following procedures for reporting absences and tardiness. Schedules annual leave time off well in advance.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Personal Appearance
Dresses in a neat and professional manner consistent with the company’s personal appearance and/or uniform policy as stated in the employee handbook.
Comments:
Points:______
Overall Performance Rating
This rating is determined by finding the Total of the numerical ratings given in Parts 1 through 10.
TOTAL NUMERICAL RATING:
Unacceptable 0 - 40
Below Standard 41 - 82
Meets Standards 83 - 124
Above Standards 125 - 167
Excellent 168 - 205
Employee’s Strengths: Indicate strengths by using specific examples of work performance.
Areas of Improvement: Indicate areas needing improvement with specific examples of problems that have occurred.
Supervisor Comments:
Employee Comments:
Employee Training Needs Self-Assessment (To be completed by the employee)
PURPOSE: It is our desire to develop your strengths to achieve greater job satisfaction and performance. In order to help you do this, we need to know what training opportunities you think would assist you achieving them.
I think the training opportunities listed below would help me in developing my strengths:
Goals, Objectives and Training Programs
Identify specific developmental activities and future training opportunities that will capitalize on strengths and/or strengthen areas needing improvement. Indicate a target date for completion of future training and development activities.
Goal #1 / Completion Date:
Goal #2 / Completion Date:
Goal #3 / Completion Date:
Goal #4 / Completion Date:
Verification of Review
By signing this form, you confirm that you have discussed this review in detail with your supervisor. Signing this form does not necessarily indicate that you agree with this evaluation.I, acknowledge receipt of review, and my signature does not necessarily indicate agreement.
Employee Signature / Date
Manager Signature / Date
Developed by: C Scarborough Confidential and Proprietary to Goodwill Industries of LSC Rev: 01/28/10/00
Performance Review.Accounts Payable Specialist Page 1 of 6