ASSOCIATE PERFORMANCE REVIEW
BOOKKEEPER
ASSOCIATE / Type of Review / Mid-Year / AnnualPOSITION / Review Period: / From: / To:
LOCATION / Date of Hire
The Associate Performance Process: All associates will be reviewed on the goals and objectives set by The Paradies Shops. These goals have been set in relation to the complexity of the goal and its value to the organization. The total of all weights for all goals cannot exceed 25 for a total performance score. The Performance ratings of 1-5 are outlined below.
5 / Outstanding / Performance consistently exceeds the expectations of the position. Examples include, but are not limited to: The associate requires little or no supervision from management in accomplishing his/her tasks and seeks opportunities to enhance the organization. The associate possesses highly advanced job knowledge. The employee is relied upon to solve complex problems and applies creativity and innovative approaches in formulating solutions.4 / Highly Effective / Performance consistently meets and often exceeds the expectation of the position. Examples include, but are not limited to: The associate requires minimal supervision from management in accomplishing his/her tasks. The associate possesses a thorough knowledge of the job, and often solves or assists in solving complex problems.
3 / Effective / Performance consistently meets and may occasionally exceed the expectation of the position. Examples include, but are not limited to: The associate requires moderate supervision from management in accomplishing his/her tasks. The associate possesses sufficient knowledge and/or initiative to execute his/her duties and responsibilities.
2 / Marginal / Performance is inconsistent and falls short of the expectation but has the capacity to improve to meet the expectation of the position. Examples include, but are not limited to: At times, the associate requires close supervision where he/she should be operating on his/her own. The associate sometimes lacks the initiative, and/or job knowledge to execute his/her duties and responsibilities.
1 / Unsatisfactory / Performance consistently fails to meet the designated expectation for the position. Examples include, but are not limited to: The associate requires close supervision and his/her work requires continual correction. The associates’ job knowledge is insufficient to meet daily requirements.
0 / Too Early to Rate / Associate has not been in the position sufficient time to assess the performance.
Put an “X” in the appropriate Rating box below.
Transfer the Rating to the first page.
Associates who are rated Marginal or below must be placed on final warning for performance if they are not already in a counseling situation. Any review that falls in the Marginal or Unsatisfactory range must be discussed with the Regional Director or HR Representative prior to delivery. / 23- 25 / Outstanding20-22 / Highly Effective / ☐
15-19 / Effective / ☐
10-14 / Marginal / ☐
5-9 / Unsatisfactory / ☐
Overall Rating
Note: This form is equipped with automatic calculations. Fields designated with a red asterisk (*) should be updated by right-clicking on your mouse and selecting ‘Update Field’.
Rating from Evaluation (Section I) / Performance Score / 0*List the Total Evaluation Rating from Section I and divide by 5 to achieve the performance score for the overall rating.
Section I: Performance Goals / Objectives – Bookkeeper
Performance Goals/ Objectives / Rating / ScoreCUSTOMER SERVICE (Displays the ability to consistently exceed customer expectations by
anticipating and responding accordingly. Communicates well with all
levels within the company while preserving the intent of the message.)
1. Associate models the First Class Standards (Gotta Greet, Gotta Close) with each customer.
2. Associate shows the proper ability to balance customer service and daily workload by placing the correct emphasis on service and task.
3. Associate actively suggest additional items to build the sales.
4. Associate continuously meets and or exceeds sales goals.
5. Listens effectively and makes time to engage with the associates to improve performance in meeting service goals. / 1.
2.
3.
4.
5.
/ 0
OPERATIONS (Understands how the operation works, clearly knowledgeable in processes . can quickly
assess what needs to be done and eliminate roadblocks.)
1. Associate maintains a thorough understanding of the daily opening and closing procedure with store readiness.
2. Associate minimizes out of stock in register supplies, change fund, petty cash and all other pertinent supplies.
3. Associate identifies shortages and overages consistently communicating register and cash shortages to the management and loss prevention team.
4. Associate actively participates in and in some cases follow-up on the FCS, Shrink Bank, Power of 3 and other programs to ensure compliance and communication to the team.
5. Associate displays good judgment and fairness in monitoring the daily assignments (breaks/ lunches, store scheduling)
and other assignments and task. / 1.
2.
3.
4.
5.
/ 0
FINANCIAL / BUSINESS (Understands the role in meeting company goals and objectives ,
knowledgeable of policies and practices and works to deliver success of
company programs.)
1. Associate takes the initiative and does not have to be asked to perform daily duties, minimal supervision is needed.
2. Associate has the ability to troubleshoot and resolve POS and cash handling issues within the location.
3. Associate takes a team approach to assisting others without complaining – shows a willingness to support the location.
4. Associate is consistently conscientious of the Loss prevention polices and their work reflects an attention to
minimizing losses to the company.
5. Associate is flexible in working in different locations and schedules based on scheduling needs. / 1.
2.
3.
4.
5.
/ 0
PEOPLE/ LEADERSHIP (Demonstrates being a team player by partnering and supporting others while
Remaining focused on the business needs. Open to development and continual
growth of self and the team.)
1. Associate displays the ability to collaborate and work as part of a team.
2. Associate demonstrates the ability to communicate and interact with others.
3. Associate adherence to the code of conduct and safety requirements.
4. Associate values the differences of other associates on the team.
5. Associate exemplifies the Company Core Values and mission statement in their work. / 1.
2.
3.
4.
5.
/ 6
TIME AND ATTENDANCE (Fully reliable in terms of attendance and punctuality. Follows guidelines
consistently.)
1. Associate consistently arrives to work on time with no unplanned absences.
2. Associate has no counseling on records for tardies.
3. Associate has no counseling’s on record for absences.
4. Associate has not missed work without prior notification
5. Associate consistently arrives to and from breaks and lunches as scheduled. / 1.
2.
3.
4.
5.
/ 0
Total Evaluation Rating / 0*
Note: This form is equipped with automatic calculations. Fields designated with a red asterisk (*) should be updated by right-clicking on your mouse and selecting ‘Update Field’.
This is to acknowledge that the performance expectations contained in this document have been reviewed with the
associate.
Associate Signature:______Date: ______
Managers Signature: ______Date: ______
Section II: Associate Performance Development Profile
ASSOCIATE:* / 60 / 180Follow-Up to:
POSITION:*
LOCATION:*
OVERALL COMMENTS:
KEY SUCCESS FACTORS (List key areas where the associate has role modeled performance)Performance Exceeds / Indicators
DEVELOPMENT PLANS (No more than three areas should be attempted)
Performance Expectation / Action Steps / Follow-up
This is to acknowledge that the essential duties and performance expectations contained in this document have been established and discussed for the designated review period.
Associate Signature:______Date: ______
Manager’s Signature: ______Date: ______
Associate Performance Review (eff. Oct. 1, 2012) 1