Use this step by step explanation to craft a good employee performance feedback review for an assistant audit manager. Find the right words with quality phrases.
The Assistant Audit Manager assists the Manager with financial reporting of the company's finances daily/weekly/monthly or yearly. He/she is involved in the day-to-day running of the business while setting workable processes in place.
Other responsibilities include managing reports while ensuring they are accurate and prepared by the accepted accounting principles, Ensuring that every record is produced and maintained within the industry strategies policies regulatory guidelines and auditing standards, assists the auditor to make reports that are acknowledged by the ISO standards, preparing balance sheets in the interest of the organization, inspecting and correlating the overall audit report with the balance sheets provided and report it to the seniors for approval detect frauds and bring it to the notice of the senior auditors.
Employee Performance Review Sample | |
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| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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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 |
|---|---|---|
| PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training. | Gives a clear and well-structured delivery when making a presentation. Adjusts very well to the new surrounding and exudes a great aura of confidence. | 3 |
| CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking. | Evaluates ideas and opinions in an unbiased manner without favoritism. Takes in into consideration different and varied perspectives when solving problems. | 3 |
| INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements. | Tries always to question and seek different and varied perspectives of looking at things. Is open-minded and seeks to learn from other people concerning knowledge and new ideas. | 3 |
| DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work. | Maintains a strong personal commitment to the company's goals all the time Carries an attitude of a winner everywhere, in every task given | 2 |
| PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal. | Creates time to chat with other employees in order to know and learn about them and develop healthy and positive relationships Accepts diverse people and takes the time to consider their opinions and factor their insights into one's own decision-making | 3 |
| PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down. | Concentrates on the solution that can lead one to achieve the set goals and anticipates possible challenges associated with this solution Tries to look for solutions from other people who have faced the same situation, how they have solved it and the kind of challenges they have faced along the way | 3 |
| DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period. | Tells a friend or other employees about a deadline in order to feel motivated to complete it on time Negotiates due dates with the people concerned in order to have more control and reduce stress when working on a project | 2 |
| QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer. | Fully understands the numbers behind productivity and works hard and smart to streamline departmental and company operations Works directly with other employees in order to enhance their productivity or get new ideas of being more productive | 2 |
| KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them. | Demonstrates awareness of personal responsibility to manage knowledge and uses the set guidelines, processes, and standards to manage knowledge Demonstrates deep understanding of how to use learning techniques and leads in assisting others with knowledge | 3 |
| 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 deep understanding of all the key components of reports and proposals Integrates primary data and secondary sources accurately, persuasively, and logically | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| PRESENTATION SKILLS: Have you ever gone for presentation without preparing well? How did the presentation go? How can you rate your experience level when it comes to giving presentations? | [employee comments] |
| CRITICAL THINKING: Elaborate on a given occasion that you made the best decision. How did you feel about it? Do you always try to inquire further, what could be the missing elements that could achieve a positive outcome? | [employee comments] |
| INNOVATION: Give an instance you thought critically and came up with workable solutions? How well do you respond to issues and what do you feel is your weak point when dealing with problems? | [employee comments] |
| DEDICATION TO WORK: Do you show up daily for work or you give excuses to be absent? Do you seek new opportunities to make you grow or you are not open minded? | [employee comments] |
| PERSONAL RELATIONSHIPS: Describe a time when you have been able to address an angry customer and build a great relationship. What was the problem and how did you handle it? Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust? | [employee comments] |
| PROBLEM/SITUATION ANALYSIS: Describe a time when you solved a problem without all the necessary information about it in hand. How did you go about it and what was the outcome? What are some of the challenges that you have encountered when analyzing problems and how have you faced them? | [employee comments] |
| DEADLINES - ON TIME: Is there a time when you have failed to meet an important deadline? What was the problem and how did you go about it? Is there a time when you faced a problem when handling a task? How did this affect your mini-deadlines and the actual deadline? | [employee comments] |
| QUANTITY OF WORK: Describe how you schedule tasks in a normal work day. What kind of tasks do you reserve for when you are most productive? Describe a training program that you have enhanced or developed to improve the quantity of work produced by your team. How has this benefited the team? | [employee comments] |
| KNOWLEDGE MANAGEMENT: Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation? What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: What are you doing to improve how you connect with target audience when writing reports and proposals? What efforts are you making to understand all the components of reports and proposals? | [employee comments] |
Summary |
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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: |