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1. Employee Information: Basic details including employee name, ID, department, position, period under review, and date of joining
2. Appraiser Information: Details of the evaluator(s) including name, position, and relationship to employee
3. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale with definitions)
4. Technical Competencies Assessment: Evaluation of accounting-specific skills including financial reporting, taxation, audit preparation, compliance, and software proficiency
5. Behavioral Competencies Assessment: Evaluation of soft skills including communication, teamwork, punctuality, and professional conduct
6. Goal Achievement Review: Assessment of performance against previously set goals and objectives
7. Key Performance Indicators (KPIs): Measurement of specific, quantifiable performance metrics relevant to the accounting role
8. Training and Development: Identification of training needs and professional development opportunities
9. Overall Performance Summary: Final rating and comprehensive summary of performance
10. Future Goals and Objectives: Setting of new goals and objectives for the next review period
11. Signatures and Acknowledgment: Space for signatures of employee, appraiser, and reviewing authority with dates
1. Peer Review Feedback: Additional feedback from colleagues and team members, used when 360-degree feedback is part of the evaluation process
2. Client Satisfaction Metrics: Feedback from internal/external clients, relevant for accountants handling client accounts directly
3. Project-Specific Evaluation: Detailed assessment of specific projects handled during the review period, used for project-based roles
4. Compliance and Risk Assessment: Specific evaluation of regulatory compliance adherence, used for senior positions or roles with high compliance responsibility
5. Innovation and Process Improvement: Assessment of contributions to improving accounting processes, used for organizations focusing on continuous improvement
6. Leadership Capabilities: Evaluation of leadership and team management skills, used for senior accountants or those in supervisory roles
1. Schedule A: Performance Metrics Calculation Sheet: Detailed breakdown of how quantitative performance metrics are calculated
2. Schedule B: Goal Setting Framework: Template and guidelines for setting SMART goals for the next period
3. Schedule C: Competency Framework: Detailed description of each competency and its assessment criteria
4. Schedule D: Training Record: Record of training programs completed during the review period
5. Schedule E: Previous Period's Goals: List of goals set in the previous appraisal for reference
6. Appendix 1: Self-Assessment Form: Employee's self-evaluation form to be completed before the appraisal
7. Appendix 2: Development Plan Template: Template for creating individual development plans based on appraisal outcomes
Banking & Financial Services
Manufacturing
Information Technology
Retail
Healthcare
Education
Professional Services
Real Estate
Construction
Public Sector
Non-Profit Organizations
Consulting
Telecommunications
Energy & Utilities
Insurance
Finance
Accounting
Financial Planning & Analysis
Internal Audit
Tax
Treasury
Accounts Payable
Accounts Receivable
Financial Control
Human Resources
Compliance
Corporate Finance
Junior Accountant
Senior Accountant
Chartered Accountant
Cost Accountant
Tax Accountant
Financial Accountant
Management Accountant
Accounts Manager
Financial Controller
Chief Accountant
Accounting Supervisor
Accounts Payable Specialist
Accounts Receivable Specialist
General Ledger Accountant
Financial Analyst
Budget Analyst
Audit Manager
Financial Planning Analyst
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