Performance Appraisal (Manager Assessment)
Created by Grad Mentor
Organize a performance review meeting for your team member and keep focused on what's important to achieve agreed outcomes.
1,426 downloads
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Performance Appraisal (Staff Self-Assessment) Template
Download your free Performance Appraisal (Staff Self-Assessment) template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is to help perform a self-review and prepare for an upcoming performance appraisal.
Before sharing, insert the measurable areas which are outlined in their position description. This provides a useful approach that helps staff members ‘self-manage’ and take responsibility for their performance. This template was produced by GradMentor.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Grad Mentor
Every day, Grad Mentor speaks to smart, ambitious and outgoing students about starting their professional career in accountancy, financial planning or information technology. They provide a highly qualified conduit between graduates and the industry, by identifying top performers and introducing them to workplaces. The process allows each client to work with their chosen graduate prior to offering them full-time employment.
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