On task at the beginning of the workday/end of the workday
3
Completes work on time
4
2. Communications
Listens
4
Follows directions
5
Reads electronic messages
5
Responds to electronic messages
5
Written work is stated with conventional language and spelling
3.5
3. Performance
Understands and performs the basic duties of the job.
5
Understands and performs advanced duties
2
Capably fills in for others in related positions
3
Initiative—does the employee show initiative and perform duties that relate to the major activities and objectives of the company without being instructed to do so
2
Cooperates when supervised or when working in teams
4
Participates in training and evaluation sessions
4
Meets deadlines
5
4. Overall descriptive rating (formative evaluation)
Statement of overall performance
A has a very positive outlook towards work and work-related issues. While, dealing with problems he is usually the one who keeps calm and bring the objectives solutions to the table. He is generally very optimistic and tend to ignore the problem and suggests less prudent and riskier financial decisions.
Level of output meets the standards set
Yes
Major activities
Accounts payable management. Assisting with monthly payroll management and reconciliations.
Accomplishments
The job duties include day-to- day tasks of verifying entries and comparing system reports to balances. During the last 6 months he has performed the assigned duties very well and within deadlines.
However, the major achievement is that he has seized many discount opportunities by paying the vendors within time.
Progress since last evaluation
The progress has been amazing but he needs to put in more effort to be promoted to senior level. Needs to work on the decision- making skills.
Recommendations for future improvement/development
Need to be more proactive and take initiatives. Should be less dependent on supervisor’s instructions for day- to-day matters.
