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1. Employee Information: Basic details including name, position, department, reporting manager, and review period
2. Performance Rating Scale: Definition of the rating system used (e.g., 1-5 scale, with detailed descriptions of each level)
3. Core Competencies Assessment: Evaluation of fundamental accounting skills, technical knowledge, and professional standards compliance
4. Key Performance Indicators (KPIs): Assessment of measurable performance metrics specific to the accountant's role
5. Professional Development: Review of continuing professional education, certifications, and skill development
6. Behavioral Competencies: Assessment of soft skills, teamwork, communication, and professional conduct
7. Overall Performance Summary: General evaluation combining all assessment areas and final rating
8. Goals and Objectives: Review of previous period's goals and setting new objectives for the upcoming period
9. Signatures and Acknowledgment: Space for employee and reviewer signatures, dates, and comments
1. Client Feedback Section: For accountants who work directly with clients, including feedback on client service and relationship management
2. Team Leadership Assessment: For accountants in supervisory roles, evaluating their management and leadership capabilities
3. Project Management Evaluation: For accountants involved in special projects or implementations
4. Risk Management Review: For roles with significant compliance or risk management responsibilities
5. Innovation and Process Improvement: For organizations focusing on continuous improvement and technological advancement
6. Remote Work Performance: For employees working remotely or in hybrid arrangements
1. Appendix A - Performance Rating Definitions: Detailed descriptions of each performance rating level and their criteria
2. Appendix B - Technical Skills Matrix: Comprehensive list of required technical skills and proficiency levels
3. Appendix C - Professional Development Log: Record of training, certifications, and professional development activities
4. Appendix D - Goal Setting Framework: SMART goals template and guidelines for setting objectives
5. Schedule 1 - Position-Specific KPIs: Detailed metrics and targets specific to different accounting roles (tax, audit, financial accounting, etc.)
6. Schedule 2 - Performance Improvement Plan Template: Framework for addressing performance gaps if needed
Professional Services
Financial Services
Public Sector
Manufacturing
Retail
Healthcare
Education
Mining
Construction
Technology
Non-Profit
Agriculture
Finance
Accounting
Audit
Tax
Treasury
Financial Planning & Analysis
Accounts Payable
Accounts Receivable
Financial Reporting
Corporate Finance
Risk & Compliance
Human Resources
Junior Accountant
Senior Accountant
Financial Controller
Management Accountant
Tax Accountant
Audit Manager
Financial Analyst
Accounts Payable Manager
Accounts Receivable Manager
Treasury Accountant
Cost Accountant
Project Accountant
Chief Financial Officer
Finance Manager
Budget Analyst
Financial Planning Manager
Compliance Accountant
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