Finance Staff Performance Evaluation Form
Use this form to evaluate a finance staff member’s performance for the selected review period.
Employee & Review Details
Employee full name
*
First Name
Middle Name
Last Name
Job title / role
*
Department / team
*
Review period start date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Review period end date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Evaluator full name
*
First Name
Middle Name
Last Name
Evaluator title / role
*
Evaluation date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Employment type / level
*
Junior
Mid-level
Senior
Lead
Manager
Competency Ratings
Accuracy of financial records
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Accuracy of financial records
1
2
3
4
5
6
Timeliness of reporting
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Timeliness of reporting
7
8
9
10
11
12
Compliance with internal procedures
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Compliance with internal procedures
13
14
15
16
17
18
Attention to detail
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Attention to detail
19
20
21
22
23
24
Analytical thinking
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Analytical thinking
25
26
27
28
29
30
Communication with stakeholders
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Communication with stakeholders
31
32
33
34
35
36
Teamwork and collaboration
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Teamwork and collaboration
37
38
39
40
41
42
Problem-solving
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Problem-solving
43
44
45
46
47
48
Use of finance systems and tools
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Use of finance systems and tools
49
50
51
52
53
54
Workload management
*
Rows
Poor
Fair
Good
Very Good
Excellent
N/A
Workload management
55
56
57
58
59
60
Performance Questions
Key Strengths
*
Areas Needing Improvement
*
Examples of Notable Accomplishments During the Review Period
*
Challenges Faced and How They Were Handled
*
Training or Support Needed for Future Performance
Goals & Overall Evaluation
Top 3 Goals for Next Review Period
*
Overall Performance Rating
*
Unsatisfactory
Needs Improvement
Meets Expectations
Exceeds Expectations
Outstanding
Promotion / Bonus / Reassignment Recommendation
*
No action recommended
Consider for development plan
Consider for promotion
Consider for bonus
Other
Final Evaluator Comments
Submit Evaluation
Should be Empty: