WORK-BASED TRAINING PERFORMANCE EVALUATION FORM

Qualification: Bookkeeping NC III

Trainee: Pochollo Garay Trainer/s: Rembulat, Kim Sarah Jane

Company/ Industry: Accenture Philippines Inc. Duration: 08/01/21 to 08/30/21

Rating Mechanics: 1 – Excellent 2 – Very Good 3 – Good 4 – Barely Pass 5 – Needs Improvement

Rating Scale
Criteria
1 2 3 4 5
CORE COMPETENCIES
Listing account titles in Assets /
Listing account titles in Liabilities /
Listing account titles in Owners’ Equity /
Listing account titles in Revenue /
Listing account titles in Expense /
Transferring balances from the Assets Ledger /
Transferring balances from the Liabilities Ledger /
Transferring balances from the Owners’ Equity Ledger /
Transferring balances from the Revenue Ledger /
Transferring balances from the Expense Ledger /
Preparing Accounting Journals /
Preparing pre-trial balance /
Preparing adjusted Trial balance /
Preparing post adjusted Trial balance /
Preparing Worksheets /
Preparing Income Statement /
Preparing changes in equity /
Preparing Balance Sheet /
Preparing Statement of Cash Flow /
Finalizing Financial Statement /
Analyzing Financial Statements /
Preparing reports on Financial Analysis /
Preparing/Updating Internal Control Manual /
Checking and Validating Compliance /
Preparing Policy Compliance Report /
Submitting Policy Compliance Report /
Filing Policy Compliance Report /
GENERAL EVALUATION:
What are the strong and weak points of the
trainee?
Based on your evaluation, is the trainee already
capable in accounting responsibilities/duties?
He is good in documentation such as filing. He prepared a systematic way of safe keeping
documents. He showed eagearness to learn from others.
He needs to improve in analyzing bookkeeping/accounting documents and to develop self
confident in reporting his works.
Yes, He is well knowledgable regarding standard process in bookkeeping. He is a
conscientious person who works hard and pays attention to details.

SHEEHAN R. RUBIOS
Name and Signature of Workplace Supervisor