PERFORMANCE REVIEW FORM

Employee Name: / Hire Date:
Job Title: / Bookkeeper / Department: / Grocery
Location: / Review Date:
Reviewer: / Date of Next Review:
Purpose of Review: / Initial Evaluation Period / Unscheduled Review: Disciplinary
Promotion / Annual Review

Part I: JOB DUTIES

Performance Needs Improvement (1) / Meets Performance Requirements (2) / Exceeds Performance Requirements (3)
Job Duty:
Manages the store office to include ordering office supplies.
Comments:
Job Duty:
Operates computers programmed with accounting software to record, store and analyze information.
Comments:
Job Duty:
Checks figures, postings and documents for correct entry, mathematical accuracy and proper codes.
Comments:
Job Duty:
Classifies, records and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Comments:
Job Duty:
Debits, credits and totals accounts in computer spreadsheets and databases, using specialized accounting software.
Comments:
Job Duty:
Receives, records and banks cash, checks and vouchers.
Comments:
Job Duty:
Performs accounts receivable function for the store.
Comments:
Job Duty:
Complies with federal, state and company policies, procedures and regulations.
Comments:
Job Duty:
Compiles statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
Comments:
Job Duty:
Codes documents according to company procedures.
Comments:
Job Duty:
Reconciles or notes and reports discrepancies found in records.
Comments:
Job Duty:
Performs safety, WIC, and compliance training for staff.
Comments:
Column Totals:
JOB DUTIES TOTAL SCORE:


Part II: EMPLOYEE RESPONSIBILITIES

All employees are reviewed according to these important requirements. Regardless of position or department, each employee is responsible for working to these standards. These are part of all employees' job descriptions.

RESPONSIBILITY

Performance Needs Improvement (1) / Meets Performance Requirements (2) / Exceeds Performance Requirements (3)
Ethics and Trust: Is seen as a direct, truthful individual
Comments:
Customer Service: Is dedicated to meeting the expectations and requirements of internal and external customers
Comments:
Communication / Interpersonal Skills: Ability to communicate effectively
Comments:
Functional/Technical Skills: Has the functional and/or technical knowledge and skills to do the job at a high level of accomplishment.
Comments:
Dependability/Initiative: Excellent attendance and punctuality. Steadfastly pushes self and others for results.
Comments:
Teamwork: Work together effectively and accomplish shared goals
Comments:
Column Totals:
EMPLOYEE RESPONSIBILITIES TOTAL SCORE


Part III: COMMENTS

JOB DUTIES AVERAGE SCORE:
EMPLOYEE RESPONSIBILITIES AVERAGE SCORE:
Employee's Comments:
Manager's Comments:

I acknowledge that my supervisor has discussed this performance review with me.

Employee Signature: / Date
Supervisor Signature / Date


EMPLOYEE ACTION PLAN FORM

Employee Name: / Hire Date:
Job Title: / Review Date:
Department:

ACTION PLAN

What are employee job strengths?

During the next year, what can employee do to improve strengths?

In what areas does employee plan to improve?

What kinds of training would improve employee job skills?


List 3 work goals for the coming year:

1.
2.
3.

What are the action steps and timelines for goal achievement? (Include assistance needed from supervisor)

(Use another sheet of paper if necessary)

Employee Signature: / Date
Supervisor Signature / Date