Accountriks Inc.

Annual Performance Review

Employee Name: Welly C. Yumul Rating Period: November 2016 to

November 2017
Job Title: Junior Accountant
Reviewer: Robert Steinhardt, CEO Review Date: December 2017

Evaluation of Employee Performance Reviewer's Comments

Duties and Responsibilities Rating Discuss Areas of Excellence

1. Data Entry for clients using accounting

softwares

2. Maintenance of Customer Query Sheet

- completed and submitted to Manager

3. Updates made to each client's account Discuss Areas for Improvement

to reflect changes from queries

4. Weekly submission of Billable Hours

Report for charging Clients

5. Month End Bank Reconciliation in Xero

for clients

Job Performance
Evaluation Item Rating
1 Quality of Work
2 Efficiency
3 Work Consistency Rating Scale:
4 Communication Skills 5 Excellent
5 Productivity 4 Exceed Expectations
6 Technical Skills 3 Meets Expectations
7 Punctuality 2 Needs Improvement
8 Dependability 1 Unsatisfactory
9 Initiative
10 Team Cooperation
Over-all Rating:

Employee Signature: Reviewer Signature: