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.
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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
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
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
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
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