performance appraisal form

Department : Accounts Name of the Employee : Period : Apr 10 to March 11 Appraisal Date Profile : Manager Name of the Appraiser : Location : Length Of Service

Discussion Point 1) What do you consider to be your most important achievements of the past year ?

2) What elements of your job do you find most difficult?

3) Rate your own capability in the following areas in terms of your current role

( Rating Scale
1 = Exceptional 2 Strong 3 = Fully Competent 4 = Continued Development 5 = Poor N = Not Applicable)

Finance & Accounts a)THRESHOLD COMPETENCIES

Functional Competency Description
Report fraud, corruption and maladministration

Self Rating

Appraiser Rating

Reviewer Rating

Honesty (A)

Honors the confidentiality of matters and does not use it for personal gains or the gains of others Act Decisively against corrupt and dishonest conduct

Understands the organizations priorities Focuses time and resources on activities that will yield the greatest benefit Remove the road blocks that impede his or her subordinate to perform Providing clear instructions to subordinates and make sure that his or her communication is completely understood Ensure that all activities add value either by lifting potential revenue or reducing or controlling cost. Considers costs, benefits and risks when making and implementing decisions. Sets overall direction for how resources and assets can be used effectively Identify what needs to be done and takes action before being asked or before situation requires it.

Focus (A)

Cost Consciousness (E)

Initiative (A)

Takes actions to avoid or minimize potential problems or maximize potential opportunities in the future by drawing on extensive personal experience. Implements contingency plans when crises arise. Proactively anticipate and address the concerns of employees, PS, upper management and customers

Relationship Building (A)

Keep conflict resolution professional and not personal Attentive to understand the views of others Manages conflicts with others in ways that preserve good relations. Resolves differences between people using persuasion, diplomacy and logic.

b) DIFFERENTIAL COMPETENCIES

Target Achievement

Has a strong sense of urgency about solving problems and getting work done. Find or creates way to measure performance against goals Maintain commitment to goals in the face of obstacles and frustration Minimizing cost and time

Process Driven

Actively seeks and suggests better ways of getting the job done Translates ideas into specific tasks/actions to improve operations Set, communicates and regularly assess priorities Defines work plan with tasks, time frames, milestones, resources and dependencies Anticipates problems and prepares countermeasures Shifts priorities, changes, style and response with new approaches as needed to deal with new or changing demand

Time /Work

Management/
Planning

Adaptability

c) FUNCTIONAL COMPETENCIES

Audit

Implements, documents, and validates appropriate

Differentiates between substantive and compliance testing and knows which audit procedure to apply. Advance Knowledge of Company Law and Income tax Law and Auditing and accounting standards and Labour law Review internal audit findings with auditor and auditing management

MS Financial Planning

Generating various MIS reports and monitoring movement of key business indicators viz. Debtors Control & Fund Flow Management, Cost and inventory. Managements to facilitate the decision making process.
Cost Volume Profit analysis.

Allocation of overhead costs, under applied and overhead treatment and causes, absorption and variable costing. Working knowledge of the organizations business practices as they relate to the financial system(s) the individual supports. Conduct research into generally accepted accounting principles. Ability to identify and analyze software tools that facilitate the processing or retrieval of financial data. Knowledge of checking bill, credit period and procedure of the payment. Ensure timeliness and accuracy of payment. Ensure accurate statutory deduction. Monitoring the system and procedure followed by branch accountant at clinic level. Ensuring proper bank charges, interest charged by bank as per agreement. Knowledge of direct and indirect tax (Income tax, wealth Tax, service tax etc). Identifies tax issues, using an understanding of basic tax laws applicable to the organization. Identifies tax implications and analyzes alternative courses of action. Prepares timely tax return in compliance with filing requirements

Revenue Payment & Bank

Taxation and Finalization

Unsatisfactory Satisfactory Good Very good Excellent

Performance below expected standard Meets standard of performance normally expected Performance generally higher than normally expected Performance much higher than normally expected Exceptionally high level performance Self Rating Appraiser Rating

Key Result Area

1 Timely Payment ( A) To Ensure all bill received by accounts for payment should be supported by Purchase order , GRN , Duly approved by proper authority etc (B) To Ensure that proper Tax are made applicable on bill , credit given by vendor ( C) To Ensure that all payment ready as per due date given to vendor (D) To Ensure P O raised is correct in terms of quantity, quality, rate wise. Accuracy of payment ( A) To ensure no double payment of the same bill. ( B) To ensure correct entry is passed by the team member who had issued the cheque. (C) To ensure proper deduction of TAXES as per income tax law ( D) verification of Accounting head Process & System ( A) To ensure that all team members are following the process lay down by Mgmt ( B) To suggest and try to improve the system which help mgmt to bring efficiency Finalization of Accounts and MIS ( A) To Ensure that all liabilities of that particular F.Y. are accounted ( Vendor Bill o/s as of 31.3 , Provisional entries , o/s liabilities etc properly ) (B) To Scrutinize the all vendor ledger & finalised the same.

(D) Other issues (to be covered separately outside of this appraisal -continue on a separate sheet if necessary):

Type of Training Required/Identified Behavioral Training Communication Skill

Self

Appraiser

Leadership
Motivational skills Writing skills. Team Building Any Other ( Specify )

Functional Training

Signed and dated by appraise: and by appraiser:

Name & Signed of the Appraiser

Name & Signed of the Appraise

Name & Signed of the Reviewer