Restaurant Support Centre Performance Appraisal Discussion 2. How would you implement the updated appraisal instrument?3. How would you ensure that the new updated appraisal instrument is part of an effective performance management system.I have provided the instrument which is my departments MBO.When doing the strengths and weaknesses, can you explain them and not just list them PERFORMANCE PLAN / APPRAISAL 2019 – RESTAURANT SUPPORT CENTRE
EMPLOYEE NAME:
CURRENT POSITION: Daily Sales Reconciliation Support
DEPARTMENT: Finance
HIRE DATE (DD/MM/YY):
TIME IN CURRENT POSITION:
REVIEW DATE (DD/MM/YY):
REVIEW PERIOD From: December 2018
To: November 2019
TEAM FACTOR
WEIGHTING
NOBPT FACTOR
RATING
N/A
CORE INDIVIDUAL OBJECTIVES/ACCOUNTABILITIES
Specific Commitments that support the function or the company strategic objectives
TIMING
WEIGHTIN
G
RECORDING OF CLUSTER’s DSR INFORMATION
Goals
❖ Processing cluster’s DSR data accurately and timely to facilitate the generation of monthly sales journal by the 5th
working day of the following month
• Ensure DSRs are processed on a timely basis to facilitate month-end close
• Ensure proper authorization controls over DSR payouts
• Ensure sufficient supporting documentation is provided for payouts to be valid
• Ensure vouchers are crossed and cannot be reused
• Ensure warning and deduction letters are requested from store managers
20
5
5
10
10
❖ Preparation of cluster’s daily DSR checklist which identifies DSR’s not yer received, and providing weekly
updated to Senior Accountant
4
❖ Communicating efficiently and effectively with store managers and Senior Accountant where Amalgamated cash
daily deposit report, debit and credit card transactions disagrees with the store DSR.
18
❖ Communicating efficiently and effectively with store managers and Senior Accountant on matters concerning
overs/ shorts discrepancy.
18
Management by Objectives 2019
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RATING
ADMINISTRATION
❖ Update and maintain an efficient filing system for financial documents.
❖ Ensure the confidentiality and security of all financial information
5
TEAM/PERSONAL DEVELOPMENT OBJECTIVES/ACCOUNTABILITIES
Specific Commitments to build people and ream capability and becoming more personally effective
Goals
Encourage New Habits culture within the Finance Department which is aligned with satisfying internal and external
customers. Factors to be considered:
– Treats everyone with respect and gets along well with all members of the team
– Helps co-workers to service internal and /or external customers
– Communicates well with others
– Assists others and coaches/develops where applicable
– Consistently comes to work as scheduled and on time with professional attire
– Accepts responsibilities for mistakes and tries to improve
– Challenges policies and procedures to make transactions more efficient where possible
– Takes initiative in learning new tasks
– Follows company’s policies and procedures
– Plans and organize time and tasks effectively including maintaining a ‘clean desk’ workstation
Looks at opportunities to help or assist in cost savings
EMPLOYEE COMMENTS
Management by Objectives 2019
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5
DEVELOPMENT PLANS AND PERFORMANCE EXPECTATIONS FOR THE UPCOMING YEAR
OVERALL PERFORMANCE SUMMARY
Overall score –
I acknowledge that this assessment has been discussed with me. My signature
indicates neither agreement nor disagreement with this assessment.
EMPLOYEE
SIGNATURE:
DATE:
MANAGER NAME:
SIGNATURE:
DATE:
HR NAME:
SIGNATURE:
DATE:
REVIEWED AND
APPROVED BY
Management by Objectives 2019
Page 3 of 3
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