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Accounting Employee Evaluation Form Template for Philippines

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Key Requirements PROMPT example:

Accounting Employee Evaluation Form

"I need an Accounting Employee Evaluation Form for our mid-sized accounting firm in Manila, focusing heavily on technical skills assessment and client service metrics, to be implemented for our quarterly reviews starting January 2025."

Document background
The Accounting Employee Evaluation Form is a crucial document used by organizations in the Philippines to assess and document the performance of accounting staff members. This form is designed in accordance with Philippine labor laws, including Presidential Decree No. 442 (Labor Code) and Republic Act No. 9298 (Philippine Accountancy Act of 2004), ensuring compliance with both general employment regulations and specific professional standards for accountants. The evaluation form incorporates assessment criteria for technical accounting competencies, professional behavior, and achievement of objectives, while also considering data privacy requirements under Republic Act No. 10173. It is typically used during regular performance reviews, promotion considerations, or annual assessments, providing a structured framework for feedback and professional development planning.
Suggested Sections

1. Employee Information: Basic details including employee name, ID, position, department, evaluation period, and length of service

2. Evaluation Guidelines: Instructions for completing the form, rating scale explanation, and evaluation period details

3. Technical Competencies: Assessment of accounting-specific skills including bookkeeping, financial reporting, tax compliance, and software proficiency

4. Core Competencies: Evaluation of fundamental workplace skills including accuracy, timeliness, and attention to detail

5. Behavioral Competencies: Assessment of soft skills, teamwork, communication, and professional conduct

6. Performance Metrics: Quantitative measures of performance including error rates, completion times, and compliance scores

7. Goals Achievement: Review of previously set goals and their completion status

8. Overall Rating: Final performance rating calculation and summary

9. Development Plan: Future goals, training needs, and improvement areas

10. Acknowledgment: Signatures of evaluator, employee, and reviewing officer with dates

Optional Sections

1. Project Leadership Assessment: For senior accountants or team leaders, evaluating project management and leadership capabilities

2. Specialization Evaluation: For accountants with specific specializations (e.g., tax, audit, forensic accounting)

3. Client Service Rating: For accountants who interact with external clients or stakeholders

4. Innovation and Process Improvement: For organizations focusing on continuous improvement initiatives

5. Remote Work Performance: For employees working remotely or in hybrid arrangements

6. Risk Management Assessment: For roles involving significant decision-making or risk management responsibilities

Suggested Schedules

1. Performance Rating Scale: Detailed explanation of rating criteria and scoring system

2. KPI Metrics Sheet: Detailed breakdown of quantitative performance indicators and calculations

3. Competency Framework: Detailed descriptions of each competency and expected proficiency levels

4. Previous Evaluation Summary: Summary of past performance reviews for progress tracking

5. Training Record: Record of completed professional development activities during the evaluation period

6. Professional Certification Status: Status of required accounting certifications and continuing education

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses

























Relevant Industries

Accounting Firms

Financial Services

Banking

Insurance

Manufacturing

Retail

Government and Public Sector

Non-profit Organizations

Business Process Outsourcing

Professional Services

Education

Healthcare

Relevant Teams

Finance

Accounting

Internal Audit

Tax

Treasury

Compliance

Financial Planning and Analysis

Accounts Payable

Accounts Receivable

General Ledger

Financial Reporting

Budgeting and Forecasting

Relevant Roles

Staff Accountant

Senior Accountant

Accounting Manager

Financial Controller

Chief Financial Officer

Accounting Supervisor

Junior Accountant

Cost Accountant

Tax Accountant

Audit Manager

Accounts Payable Specialist

Accounts Receivable Specialist

General Ledger Accountant

Financial Analyst

Budget Analyst

Treasury Analyst

Compliance Officer

Financial Reporting Manager

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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