Personal/Position Information Name: Period Covered: Position: Reviewed by: Title: Position Start Date: Community: Region: Page 1
Instructions: The information contained in in this this evaluation is is strictly confidential. The The supervisor will will meet meet with with the the employee to to review review the the employee s performance and and complete the the Community Government Training Performance Needs Evaluation Assessment Form. Evaluation Input form Form. the Input employee from the is critical. employee The is employee critical. The will employee have an opportunity will have an to make opportunity comments to make concerning comments the concerning review the the employee review in comments the employee section comments of this form. section The of information this form. will Thebe information used to develop will be an used individual to develop training an individual plan for the training employee plan as for well the employee as a training as plan well as for a the training community. plan for the community. The employee will will be be rated as as follows for for each competency: (P): Each competency Each competency is to be is rated to be as rated follows as (S): follows: 1 Needs significant improvement employee is unable to the complete task or perform the function in a satisfactory manner even though assistance is routinely provided 2 Needs improvement - employee can complete the task or perform the function with considerable assistance 3 Satisfactory employees can complete the task or perform the function in a satisfactory manner with little or no assistance 1 Competency has little significant to the position 2 Competency has minor significance to the position 3 Competency is important to the position 4 Competency has major significance to the position 5 Competency is critical to the effective performance of the position 4 Very good employee consistently completes the task or performs the function in an above average manner with little or no assistance 5 Outstanding employee consistently completes the task or performs the function at a very high level with little or no assistance For For more information on on how to to complete this review please contact the the Regional Office of of the the Department of of Municipal and Community Affairs or or the the MACA School of of Community Government. Page 2
Major Category Skill Sub-Skill Financial Management Perform cash management Follow GAAP Collect and deposit funds Monitor spending P S 5 P S 5 P S 5 Administer finances Administer the payroll system Order accountable forms corresponden ce Assist with preparation for audit P S 4 P S 3 P S 4 Set up employee files Process TD1s salary employee benefits P S 5 P S 5 P S 5 P S 5 P group insurance plan contributions S 5 P pension plan contributions S 5 source and misc. deductions P and remit source deductions payroll tax Verify time sheets Process/ input payroll on ACCPAC Verify data entries WCB premium reports S 5 P S 5 P S 5 P S 5 P S 5 P S 4 and remit payroll tax Update in-lieu time P S 5 P S 5 P S 5 Update leave credits Compile monthly attendance summary Issue year end attendance summary T4 and T4as Issue T4 and T4a summaries Issue records of employment P S 5 P S 5 P S 4 P S 5 P S 5 P S 5 Page 3
Major Category Skill Sub-Skill Financial Management (Cont.) Administer the payroll system (cont.) casual payroll pay sheets Verify coding of pay sheets Obtain signatures Batch pay sheets for data entry cheques for signature P S 5 P S 5 P S 5 P S 5 P S 5 Process transactions Receive and verify invoices and requisitions P S 5 P Verify that transactions comply with policies and procedures batches of invoices for data entry Manage the weekly cheque run Record all cheques vendor cheques for mailing S 4 P S 5 P S 5 P S 5 P S 5 List all vendor cheques in the log book manual cheques when required listing of accounts receivable the general ledger updated vendor files and file numbers Print and distribute monthly reports P S 5 P S 5 P S 4 P S 5 P S 5 P S 4 Provide administrative support Provide receptionist services inventory files Monitor and order office supplies purchase orders travel and accommodati on warrants and travel advances Review and verify travel claims a filing system for all documents P S 5 P S 5 P S 5 P S 5 P S 5 P S 5 Greet and assist visitors Answer phones P S 5 P S 4 P Direct calls and respond to inquires Collect money and provide receipts S 4 P S 4 Page 4
Major Category Skill Sub-Skill Financial Management (Cont.) management accounts payable knowledge of general ledger systems payroll systems resolutions legislation systems P S 5 P S 5 P S 5 P S 5 P S 5 P S 5 bookkeeping procedures P S 5 P office procedures S 4 Perform Administrative Functions Schedule work Follow work plans Organize tasks Meet deadlines Technical Skills computer skills P S 5 P S 5 P S 5 Use computerized accounting programs Use word processing programs Use spreadsheet programs Use database programs P S 5 P S 5 P S 5 P S 3 Human Resource Management Work in a team environment Work cooperatively with others Oversee casual employees P S 5 P S 3 Administer personnel policies Administer personnel policies P S 3 P Administer employee benefit plans personnel records S 5 P S 5 Page 5
Major Category Skill Sub-Skill Communication Professionalism Use effective communication Demonstrate good work habits Demonstrate good work habits Read and comprehend business documents P Write clearly and concisely Practice good listening skills Speak effectively good employee relations S 4 P S 3 P S 5 P S 4 P S 4 Manage stress Take direction Be selfmotivated Be dependable confidentiality Make effective decisions P S 4 P S 5 P S 5 P S 5 P S 5 P S 4 Manage time Perform related duties Be punctual Be flexible Be organized Work with minimal supervision P S 5 P S 4 P S 5 P S 4 P S 5 P S 5 Meet deadlines Use analytical skills Be responsible Be a team player P S 5 P S 5 P S 5 P S 5 Demonstrate positive personal attributes and ethical behaviour Demonstrate positive personal attributes and ethical behaviour Respect self and others Accept change Adapt to situations Compromise Separate personal and professional life Take training Be patient P S 5 P S 4 P S 5 P S 5 P S 5 P S 5 a positive attitude Be honest P S 5 P S 5 P Display tact Cooperate with others a sense of humour 4 S 4 Respond positively to others Be courteous P S 5 P S 5 P S 5 P S 4 Page 6
Comments: 1. Supervisor s Comments 2. Expectations For The Coming Year/Workplan Page 7
3. Employee Goals And Objectives 4. Career Goals Page 8
5. Recommended Training 6. Employee Comments Employee: Title: Signature: Date: Supervisor: Title: Signature: Date: Page 9