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| Monthly Evaluation – Junior Staff Level |
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| Date . |
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| Employee . |
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1 |
3 |
5 |
7 |
10 |
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Disciplinary |
Probation |
Poor |
Expected |
Superior |
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Action |
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Ranking |
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Bonus |
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| Criteria: |
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(1-10) |
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Percentage |
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How to get a score
between 8 & 10: |
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| 1. Teamwork. How well did the employee work with team members? |
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| Was
the team member willing to work cooperatively with others and to |
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personal interests in order to achieve a common goal? |
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0 |
10% |
0% |
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| 2. Specialization. Has team member worked with CPE committee,
shown |
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| interest, and worked towards developing
skills in a specialized area within |
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| the firm? |
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0 |
0% |
0% |
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| 3.
Customer feedback. How well
does customer relate to member and |
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| how positive has been the feedback from the
client? |
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0 |
10% |
0% |
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| 4.
Production. How well does the
person obtain full utilization of his |
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team members time and avoid write-offs at the same time? Did the |
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| team
member obtain budget goals for production and overtime? |
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0 |
75% |
0% |
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| 5.
Client Growth. Is team member
able to identify opportunities for client |
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| development? Able to comprehend accounting systems,
knowledge |
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| of
accounting and tax theory? Able to
provide insightful comments and |
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| opportunities? |
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0 |
0% |
0% |
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| 6.
Internal Projects. Does team
member actively participate in internal |
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| firm
projects? Does the employee work to
achieve the goals of the firm? |
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| Does the employee show team
spirit? |
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0 |
5% |
0% |
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| 7.
Staff and Projects Managed.
Does team member show enthusiam to |
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| take
on projects to learn and grow, and to take on more responsibility? |
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0 |
0% |
0% |
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Eligible Bonus Percentage |
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0% |
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Possible Bonus |
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1000 |
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Payout |
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$0.00 |
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