PERFORMANCE APPRAISAL
NAME: POSITION:
DEPARTMENT: JOINING DATE:
APPRAISAL PERIOD: FROM: TO:
NAME & POSITION OF APPRIASER:
TYPE OF PERFORMANCE APPRAISAL
Annual Appraisal Semi-Annual Appraisal Probationary Period Appraisal
Contract Staff Appraisal Other Appraisal (Please Specify)
TO BE FILLED BY THE APPRAISER
Please rate the employee using the following performance rating scale (√) each attribute from 1 to 10,
with 10 being the highest rating and 1 being the lowest.
SKILLS EVALUATED RATING
A. COMMUNICATION SKILLS
1. Communicates financial report on time.
2. Effective participation in meetings.
3. Listens carefully to supervisor.
B. JOB KNOWLEDGE
1. Understands job requirements and responsibilities.
2. Possesses required skills and knowledge for the job.
3. Keeps abreast of current developments pertaining to the job.
C. PLANNING AND PROBLEM SOLVING
1. Works in an organized manner.
2. Requires minimal supervision.
3. Can identify problems.
4. Reacts to problems in appropriate time.
D. PRODUCTIVITY
1. Achieves established goals.
2. Can multi-task between several assigned jobs.
3. Meets productivity standards.
E. TEAM WORK
1. Is an effective team player.
2. Offers assistance to team members.
3. Works well with different personality types.
4. Participates in team discussions.
5. Possesses initiative role.
F. MANAGEMENT SKILLS
1. Clearly identifies goals to all working in the managed area.
2. Holds herself/himself accountable to goals and objectives.
3. Reports success towards reaching goals to all in managed area.
4. Demonstrates effective leadership talent and skills.
5. Positively motivates others to achieve goals and gain skills.
G. JOB RELATED SKILLS
1. Competency in Microsoft Office.
2. Ability to maintain general Office.
3. Knowledge of accounts payable and accounts receivable.
4. Computing skills, including the ability to operate computerized accounting, spreadsheet and word
processing programs.
5. Dealing with a company’s payroll by processing wages and employee expense claims.
6. Calculating and checking to make sure payments, amounts and records are correct.
Poor Average Good Excellent Outstanding
Please provide
an overall
evaluation of ( ) ( ) ( ) ( ) ( )
the employee.
Please note down the strengths and weaknesses of the staff.
Strengths: Weakness
In your opinion, what are the main areas of improvement and the requirement of training
that the staff should concentrate on?
Areas of improvement Training requirement
Other comments if any:
Supervisor’s Signature: Date: