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1. Employee Information: Basic details including employee name, ID, department, position, period under review, and length of service
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale with definitions for each level)
3. Technical Competencies Assessment: Evaluation of accounting-specific skills including financial reporting, bookkeeping, tax compliance, and system proficiency
4. Core Competencies Assessment: Evaluation of general professional competencies such as accuracy, timeliness, and attention to detail
5. Behavioral Competencies: Assessment of soft skills including communication, teamwork, and professional conduct
6. Goal Achievement Review: Evaluation of performance against previously set objectives and KPIs
7. Future Goals and Objectives: Setting new performance targets and development goals for the next review period
8. Overall Performance Summary: Final rating and comprehensive assessment of the employee's performance
9. Comments and Feedback: Sections for both evaluator and employee comments
10. Acknowledgment and Signatures: Space for signatures of the employee, evaluator, and HR representative with dates
1. Professional Certifications Update: Section for reviewing progress on professional accounting certifications and continuing education
2. Project-Specific Evaluation: For accountants involved in special projects or implementations
3. Leadership Assessment: For senior accountants or those in supervisory roles
4. Client Service Evaluation: For accountants who interact with internal or external clients
5. Compliance and Risk Management: For roles with specific compliance responsibilities
6. Language Skills Assessment: Evaluation of Arabic and English language proficiency where required
1. Schedule A - Performance Metrics: Detailed breakdown of quantitative performance indicators and achievements
2. Schedule B - Training Record: Record of completed training and professional development activities during the review period
3. Schedule C - Competency Framework: Detailed description of each competency and its assessment criteria
4. Appendix 1 - Development Plan: Specific action plans for addressing development needs identified during the appraisal
5. Appendix 2 - Previous Appraisal Summary: Summary of the last performance review for progress comparison
6. Appendix 3 - Self-Assessment Form: Employee's self-evaluation form completed prior to the appraisal meeting
Performance Rating
Key Performance Indicators
Competency Framework
Technical Competencies
Behavioral Competencies
Development Plan
Review Date
Appraiser
Appraisee
Performance Objectives
Rating Scale
Professional Standards
Performance Metrics
Evaluation Criteria
Line Manager
Department Head
HR Representative
Performance Improvement Plan
Career Development Goals
Self Assessment
Peer Review
Performance Summary
Review Meeting
Accounting Standards
Financial Reporting Requirements
Compliance Standards
Company Policies
Professional Certification
Training Requirements
Performance Evaluation Scope
Confidentiality
Technical Competency Assessment
Professional Standards Compliance
Financial Reporting Skills
Accuracy and Attention to Detail
System Proficiency
Regulatory Compliance
Communication Skills
Leadership and Teamwork
Initiative and Innovation
Time Management
Goal Setting
Professional Development
Client Service
Ethics and Integrity
Documentation Standards
Performance Improvement
Career Development
Training Requirements
Review Process
Rating Methodology
Feedback Mechanism
Grievance Procedure
Sign-off Requirements
Record Keeping
Amendment Provisions
Financial Services
Professional Services
Manufacturing
Retail
Healthcare
Real Estate
Construction
Technology
Education
Hospitality
Government and Public Sector
Non-Profit Organizations
Trading and Distribution
Energy and Utilities
Finance
Accounting
Financial Control
Financial Planning and Analysis
Treasury
Tax
Audit
Financial Reporting
Accounts Payable
Accounts Receivable
Human Resources
Corporate Finance
Junior Accountant
Senior Accountant
Financial Accountant
Management Accountant
Financial Controller
Chief Accountant
Accounts Manager
Financial Reporting Accountant
Tax Accountant
Audit Manager
Treasury Accountant
Cost Accountant
Accounts Payable Specialist
Accounts Receivable Specialist
General Ledger Accountant
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