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1. Employee Information: Basic details of the employee being evaluated including name, position, department, employee ID, and length of service
2. Evaluation Period: Timeframe covered by this evaluation and date of review
3. Performance Metrics: Core accounting competencies assessment including technical skills, accuracy, timeliness, and compliance with standards
4. Professional Standards Compliance: Assessment of adherence to accounting standards, regulatory requirements, and professional ethics
5. Workplace Competencies: Evaluation of general workplace skills including communication, teamwork, and problem-solving
6. Goals Achievement: Review of goals set in previous evaluation and assessment of their completion
7. Future Development: Setting new goals and identifying areas for improvement and professional development
8. Overall Rating: Summary assessment and final performance rating
1. Client Relations: For accounting staff who interact directly with clients - evaluation of client service skills and relationship management
2. Team Leadership: For employees in supervisory roles - assessment of leadership and team management capabilities
3. Special Projects: For employees involved in specific initiatives or projects during the evaluation period
4. Software Proficiency: Detailed evaluation of competency with specific accounting software, relevant for roles heavily dependent on particular tools
5. Risk Management: For senior positions or those involved in high-risk activities - assessment of risk identification and management capabilities
1. Performance Rating Scale: Detailed explanation of the rating system used in the evaluation
2. Key Performance Indicators: Specific metrics and targets used for evaluation
3. Professional Development Plan: Detailed plan for addressing identified development needs
4. Competency Framework: Detailed breakdown of required competencies for the role
5. Previous Goals Review: Detailed analysis of progress on previously set goals
Professional Services
Financial Services
Public Accounting
Management Consulting
Corporate Finance
Banking
Insurance
Government
Non-Profit
Manufacturing
Retail
Finance
Accounting
Financial Planning & Analysis
Treasury
Tax
Audit
Payroll
Accounts Payable
Accounts Receivable
Financial Reporting
Corporate Finance
Accountant
Senior Accountant
Financial Controller
Accounting Manager
Tax Accountant
Management Accountant
Cost Accountant
Accounts Payable Clerk
Accounts Receivable Clerk
Payroll Accountant
Audit Manager
CFO
Financial Analyst
Budget Analyst
Treasury Analyst
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