Training and Development Q2

Performance Appraisal – Manager

Name: John Miller

Date: June 30, 20XX

Title: Accounts Payable Manager

Rater: Mary Smith

Title: Accounting Director

Goals

Plan

Actual

Variance

Meet monthly deadline for general ledger reconciliation

12

9

–3

Make no late payments to vendors (account aging monitoring)

<1/100

2.34/100

–0.0134

Process quarterly federal, state, sales, and use tax payments

100%

100%

0

Ensure all invoices have the correct account codes

<5/100

18/100

–0.13

Accurately prepare year-end schedules

100%

100%

0

Maintain 85% attendance in department

85%

68%

–17%

Maintain 95% personal attendance

95%

86%

–9%

KNOWLEDGE, SKILLS, AND ABILITIES

Exceeds

Meets

Needs Improvement

Demonstrates strong written and verbal communication skills

X

Applies generally accepted accounting principles

X

Meets all company, federal, and state deadlines

X

Is highly organized, detail-oriented, and self-motivated

X

Demonstrates the ability to multitask and work under pressure

X

Demonstrates the ability to motivate and encourage direct reports

X

Performs supervisory responsibilities in accordance with company policies and applicable laws

X

Comments:

John has been in this position for one year. He has shown an ability to grasp the accounting aspects of the position and has generally completed required tasks in a satisfactory manner. However, appropriate task accomplishment in direct reports is lacking. Goals that involve his team are falling behind expected results, such as late payments to vendors. High absenteeism is noted in the department. In addition, reports have been made of John showing bias toward certain employees in distributing work assignments and allowing time off. A performance management plan is needed.

Additional Comments:

Employee Signature:

Date:

Manager Signature:

Date: