| ELECTRONIC EVALUATION OF STAFF CLIENT
SERVICE AND INTERNAL CLIENT SERVICE |
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| STAFF BEING
EVALUATED: |
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LEVEL: |
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| EVALUATOR’S
INITIALS: |
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DO NOT INCLUDE ADDITIONAL
COMMENTS IN THE RATING |
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SECTION - USE LINES
AVAILABLE ON PAGE TWO |
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| DATE OF
EVALUATION: |
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Outstanding |
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Very Good |
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Satisfactory |
Below
Satisfactory |
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Unable
to
Evaluate |
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| Quality of the
work performed by this individual |
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| Work
efficiency |
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| Responsiveness
to clients' needs |
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| Effectiveness
of this individual with client
communication |
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| Professionalism
when dealing with clients |
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| Responsiveness
when assigned to an engagement |
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| Team player
within office and on engagements |
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| Demonstrates
leadership skills |
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| Provides
training to other team members |
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| Effective
internal communication |
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| Integrity |
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| Professionalism in
dealing with staff |
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| Only Complete the Following Section if
the Person You Are Evaluating Is in a
Supervisory Position (i.e. Supervisors,
Managers, Directors, Possibly Seniors), Please
Rate These Additional Items: |
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Outstanding |
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Very Good |
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Satisfactory |
Below
Satisfactory |
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Unable
to
Evaluate |
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| Realtionship
with Staff |
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| Receives
respect from staff |
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| Shows respect
to staff |
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| Inspires
motivation and confidence in staff |
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| through
knowledge and conduct |
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| Organization |
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| Clearly
explains all assignments |
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| Shows interest
in assignments once delegated |
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| Points out
possible problem areas of the |
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assignment |
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| Communication |
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| Available for
discussion of questions &
problems |
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| Explains the
reasons for decisions affecting
staff |
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| Expresses self
clearly |
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| Deals with
clients professionally |
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| Staff
Development |
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| Provides
constructive criticism to staff |
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| Provides for
staff participation in establishing
goals |
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| Displays effort
in developing staff |
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| Personal
Characteristics |
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| Appearance
(attire, neatness, and grooming) |
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| Integrity
(ethics & morals) |
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| Ability to
Accurately Apply Accounting & Tax
Rules |
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| Ability to
accurately apply accounting rules |
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| relevant
to position within the Firm |
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| Ability to
accurately apply tax rules relevant to |
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| position
within the Firm. |
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| If you wish to
provide additional comments, please do so
below |
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