Accounting Employee Evaluation Form

Accounting Employee Evaluation Form Template for Malaysia

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Key Requirements PROMPT example:

"I need an Accounting Employee Evaluation Form for a mid-sized manufacturing company in Kuala Lumpur, focusing heavily on technical accounting skills and regulatory compliance, to be implemented by March 2025 for our team of 15 accountants."

Document background

The Accounting Employee Evaluation Form serves as a standardized tool for assessing the performance and competency of accounting professionals within organizations operating in Malaysia. This document is designed to be used during regular performance reviews, typically conducted annually or semi-annually, and complies with the Malaysian Employment Act 1955, the Accountants Act 1967, and relevant professional guidelines from the Malaysian Institute of Accountants. The form encompasses comprehensive evaluation criteria including technical accounting skills, regulatory compliance, professional ethics, and soft skills, while providing clear documentation for career development and HR purposes. It is structured to support fair and objective evaluation practices while maintaining the high professional standards required in the accounting field.

Suggested Sections

1. Employee Information: Basic details including name, employee ID, position, department, evaluation period, and length of service

2. Evaluation Guidelines: Instructions for completing the form, rating scale explanation, and evaluation criteria overview

3. Technical Competencies: Assessment of accounting-specific skills including bookkeeping, financial reporting, tax compliance, audit preparation, and regulatory knowledge

4. Professional Standards: Evaluation of adherence to accounting principles, ethical standards, and compliance requirements

5. Work Quality Metrics: Assessment of accuracy, timeliness, attention to detail, and quality of financial documentation

6. Soft Skills Assessment: Evaluation of communication, teamwork, problem-solving, and client interaction abilities

7. Goals and Objectives Review: Assessment of achievement of previously set goals and objectives

8. Overall Performance Rating: Summary score and general performance assessment

9. Comments and Feedback: Space for detailed comments from evaluator and employee responses

10. Sign-off Section: Signature fields for evaluator, employee, and HR representative with dates

Optional Sections

1. Professional Development Plan: Section for outlining training needs and career development opportunities, used when the organization has a formal development program

2. Project Performance: Evaluation of specific project contributions, included when the employee has been involved in significant projects during the evaluation period

3. Leadership Assessment: Evaluation of leadership and management skills, included for senior positions or employees being considered for promotion

4. Client Feedback Summary: Incorporation of client feedback and testimonials, used when the employee has direct client interactions

5. Compliance Checklist: Detailed compliance and regulatory adherence assessment, included for roles with significant compliance responsibilities

Suggested Schedules

1. Performance Rating Scale Guide: Detailed explanation of the rating system and scoring criteria

2. Technical Skills Matrix: Comprehensive list of technical accounting skills and expected proficiency levels

3. KPI Achievement Record: Detailed record of Key Performance Indicators and their measurement

4. Professional Development Log: Record of training, certifications, and professional development activities completed during the evaluation period

5. Previous Evaluation Summary: Summary of past evaluation results for progress comparison

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Accounting Firms

Financial Services

Banking

Insurance

Manufacturing

Retail

Professional Services

Public Sector

Healthcare

Education

Construction

Technology

Telecommunications

Energy

Real Estate

Relevant Teams

Finance

Accounting

Internal Audit

Tax

Treasury

Financial Planning & Analysis

Financial Reporting

Accounts Payable

Accounts Receivable

Financial Control

Human Resources

Compliance

Relevant Roles

Accountant

Senior Accountant

Financial Controller

Audit Manager

Tax Specialist

Financial Analyst

Accounting Manager

Chief Financial Officer

Bookkeeper

Financial Reporting Specialist

Cost Accountant

Treasury Analyst

Accounts Payable Specialist

Accounts Receivable Specialist

Finance Director

Internal Auditor

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Let's create your Accounting Employee Evaluation Form

Authors

Alex Denne

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