Bookkeeper Performance Evaluation Form

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Bookkeeper Performance Evaluation
Employee________________________________
Date of Evaluation_________________________
Evaluator________________________________
Performance Skill
Unsatisfactory
Satisfactory
Attendance
1. Arrives and departs from work as per
contract regulations.
2. The employee has been absent from
work
days due to excused absences,
and
days due to unexcused
absences.
Accounts Payable
1. Enters bills ensuring they are posted to
the correct accounts.
2. Processes accounts payable checks
verifying for accuracy.
3. Communicates with vendors when
questions arise concerning payments.
4. Completes tax exemption forms when
necessary.
5. Process field trip monies when needed by
schools.
Payroll
1. Enters and verifies accuracy of all
employee contracts.
2. Prepares extracurricular stipends for
payment.
3. Completes employee verifications for
financial institutions.
4. Works with SESEA to ensure dues are
deducted in a timely manner.
5. Calculates and enters employee payroll
deductions as needed.
6. Enters time sheets on computer and
checks them for accuracy.
7. Makes adjustment to employee contracts
as directed by the Board.
8. Submits pre-notes for direct deposit as
necessary for new employees and
substitutes.
9. Processes all payroll vouchers.
10. Remits payroll to the district depository
via the internet.
11. Processes all payroll remittances
Bookkeeper Performance Evaluation
Employee________________________________
Date of Evaluation_________________________
Evaluator________________________________
Performance Skill
Unsatisfactory
Satisfactory
Attendance
1. Arrives and departs from work as per
contract regulations.
2. The employee has been absent from
work
days due to excused absences,
and
days due to unexcused
absences.
Accounts Payable
1. Enters bills ensuring they are posted to
the correct accounts.
2. Processes accounts payable checks
verifying for accuracy.
3. Communicates with vendors when
questions arise concerning payments.
4. Completes tax exemption forms when
necessary.
5. Process field trip monies when needed by
schools.
Payroll
1. Enters and verifies accuracy of all
employee contracts.
2. Prepares extracurricular stipends for
payment.
3. Completes employee verifications for
financial institutions.
4. Works with SESEA to ensure dues are
deducted in a timely manner.
5. Calculates and enters employee payroll
deductions as needed.
6. Enters time sheets on computer and
checks them for accuracy.
7. Makes adjustment to employee contracts
as directed by the Board.
8. Submits pre-notes for direct deposit as
necessary for new employees and
substitutes.
9. Processes all payroll vouchers.
10. Remits payroll to the district depository
via the internet.
11. Processes all payroll remittances
Bookkeeper Performance Evaluation
Employee________________________________
Date of Evaluation_________________________
Evaluator________________________________
according to state and federal regulations
which includes but is not limited to
Federal taxes, state taxes, teacher
retirement and the Illinois Municipal
Retirement fund.
12. Processes the quarterly unemployment
report and any related remittances.
13. Processes the quarterly unemployment
report and any related remittances.
14. Processes quarterly and annual federal
and state payroll tax forms including but
not limited to 941’s.
15. Stays current in the field.
Revolving Fund Checking Account
1. Prepares checks as approved by the
Director.
Board Recording
1. Gives public notice and attends all regular
and closed meetings of the Board.
2. Prepares, assembles and compiles all
monthly Board packets.
3. Keeps full and accurate minutes of all
meetings (regular and closed) of the
Board of Education and sends a copy of
such minutes to each member of the
Board before the next board meeting.
4. Publishes all legal notices concerning
district business and mails meeting
notifications and agenda to news media
as requested.
5. Timely filing of Statements of Economic
Interest for board members and
administrators.
6. Arrange public inspection of the budget
before adoption.
7. Sign official district documents as
required by the Board Secretary.
Other Responsibilities
1. Completes and files the annual Teacher
Retirement Report.
2. Prepares the vendor and employee
section of the annual Financial Report for
Bookkeeper Performance Evaluation
Employee________________________________
Date of Evaluation_________________________
Evaluator________________________________
Publication.
3. Prepares and files all W2s.
4. Runs all fiscal and calendar year-end
reports.
5. Maintains inactive employee personnel
files.
6. Completes data entry for Medicaid
reimbursement.
7. Prepares and submits 1099’s for non-
corporate vendors annually.
8. Reviews monthly bank statements
received by the Treasurer for possible
fraud.
9. Compiles and collects summer employee
payroll deduction.
10. Performs any other duties as deemed
appropriate and necessary by the
Director.
Bookkeeper Performance Evaluation
Employee________________________________
Date of Evaluation_________________________
Evaluator________________________________
SUMMATIVE RATING OF PERFORMANCE:
UNSATISFACTORY
SATISFACTORY
SUMMARY STATEMENTS:
EMPLOYEE COMMENTS:
Employer’s Signature
Date
Employee’s Signature
Date
I have seen the above report and had an opportunity to react to it, and have received a copy of the report. I
understand that my signature merely acknowledges that I have examined the report, not that I necessarily agree
with it contents.
This evaluation report shall be filed in the employee’s personnel file.

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