Performance Appraisal for Accountants

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XXXXXXXXXX Limited
Performance Evaluation Form
Department

:

Finance
Review Period :
01/01/04 to 30/11/04
Employee Name

:

Designation

:

Qualification
Date of Birth

:

Date of Joining
Location

:

:
:

Employment Status :

Probationary/Confirmed
Part A:
Please assess your performance in the following areas in terms of your current role
requirements based on the ratings,
Exceeds Expectations – (4)
Meets Expectations – (3)
Meets Minimal Requirements – (2)
Unable to meet Requirements – (1)

Rating Factors
Personal Traits
V – Versatility
I – Interaction with staff members
B – Building Company image
H – Honesty
A – Accountability
Job Competency
1. Knowledge
in
Standard Accounting
principles and procedures
2. Analytical ability
3. Cash management
4. Account balancing and reconciling skills
5. Ability to use an automated accounting
system
6. Ability to meet targets within deadlines
7. Ensuring confidentiality of financial
records

Self
Appraisa
l
Rating

Superviso
r’s
Appraisal
Rating

Justificatio
n

8. Analyzing and summarizing accounts
receivable data
9. Accuracy
10.Promptness in submission of reports
11.Operating skills
12.Economy in use of Company resources
General Attitude
1. Punctuality
2. Attendance
3. Personal appearance
4. Communication skills
5. Emotional stability
6. Striving for new knowledge
7. Self discipline
8. Diplomacy
9. Commitment to work
Part B:

1) Please list the major responsibilities of your job in order of importance.

2) Please specify the Appreciation(s) (if any) you received from the Management in the
review period.

3) Please state the Additional activities you have involved related to your job in the review
period.

4) What additional responsibilities you would like to take in the next year?

5) What motivates you,
a) Increment
b) Secure Employment

e) Recognition
f) Creative and Challenging work

c) Designation

g) Role Expansion

d) Promotion

h) Training and Development

6) Have you acquired any other qualification in this year, if so please specify.

7) What elements of your job interest you the most and why?

8) What elements of your job do you find most difficult and why?

9) Is there any Grievance that you wish to bring to the notice of the Management? (Please
do not hesitate, if genuine, the same will be looked into)

10)
By

Your goal in the Organisation in near future.
2005
2006

2007

Designation
Salary

11)

What sort of training/experience would benefit you in the next year?

12)

Please specify the problems (if any) beyond your control, which have affected your
ability and efficiency.

------------------------------------HR View:

Employee Signature
Date:

------------------------------------Signature
Date:

Appraiser comments:

------------------------------------Signature
Date:

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