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Rembulat-Bookkeeping (Performance Evaluation Tool)

Pochollo Garay completed a work-based training program in bookkeeping from August 1-30, 2021 at Accenture Philippines Inc. under trainer Kim Sarah Jane Rembulat. Garay demonstrated strengths in documentation, filing, and preparing reports. However, the evaluation noted Garay needs improvement in analyzing accounting documents and developing confidence in reporting work. Overall, the supervisor deemed Garay capable of accounting responsibilities and duties based on following standard bookkeeping processes, working hard with attention to detail.

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194 views

Rembulat-Bookkeeping (Performance Evaluation Tool)

Pochollo Garay completed a work-based training program in bookkeeping from August 1-30, 2021 at Accenture Philippines Inc. under trainer Kim Sarah Jane Rembulat. Garay demonstrated strengths in documentation, filing, and preparing reports. However, the evaluation noted Garay needs improvement in analyzing accounting documents and developing confidence in reporting work. Overall, the supervisor deemed Garay capable of accounting responsibilities and duties based on following standard bookkeeping processes, working hard with attention to detail.

Uploaded by

ksj rembulat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WORK-BASED TRAINING PERFORMANCE EVALUATION FORM

Qualification: Bookkeeping NC III

Trainee: Pochollo Garay Trainer/s: Rembulat, Kim Sarah Jane


Company/ Industry: Accenture Philippines Inc. Duration: 08/01/21 to 08/30/21

Rating Mechanics: 1 – Excellent 2 – Very Good 3 – Good 4 – Barely Pass 5 – Needs Improvement

Rating Scale
Criteria
1 2 3 4 5
CORE COMPETENCIES
Listing account titles in Assets /
Listing account titles in Liabilities /
Listing account titles in Owners’ Equity /
Listing account titles in Revenue /
Listing account titles in Expense /
Transferring balances from the Assets Ledger /
Transferring balances from the Liabilities Ledger /
Transferring balances from the Owners’ Equity Ledger /
Transferring balances from the Revenue Ledger /
Transferring balances from the Expense Ledger /
Preparing Accounting Journals /
Preparing pre-trial balance /
Preparing adjusted Trial balance /
Preparing post adjusted Trial balance /
Preparing Worksheets /
Preparing Income Statement /
Preparing changes in equity /
Preparing Balance Sheet /
Preparing Statement of Cash Flow /
Finalizing Financial Statement /
Analyzing Financial Statements /
Preparing reports on Financial Analysis /
Preparing/Updating Internal Control Manual /
Checking and Validating Compliance /
Preparing Policy Compliance Report /
Submitting Policy Compliance Report /
Filing Policy Compliance Report /
GENERAL EVALUATION:
What are the strong and weak points of the He is good in documentation such as filing. He prepared a systematic way of safe keeping
trainee? documents. He showed eagearness to learn from others.
He needs to improve in analyzing bookkeeping/accounting documents and to develop self
confident in reporting his works.
Based on your evaluation, is the trainee already Yes, He is well knowledgable regarding standard process in bookkeeping. He is a
capable in accounting responsibilities/duties? conscientious person who works hard and pays attention to details.

SHEEHAN R. RUBIOS
Name and Signature of Workplace Supervisor

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