Payroll specialists are responsible for processing payroll for employees, calculating wages, deductions, and ensuring compliance with tax laws and regulations. They also handle payroll-related inquiries from employees.
Performance Areas:
Payroll Processing
How accurately and efficiently does the employee process payroll for clients or the firm's employees?
Does the employee ensure payroll tax compliance and accurate withholding?
How well does the employee manage payroll processing for multiple clients or departments?
Tax Compliance
How effectively does the employee ensure payroll tax compliance and accurate withholding?
Does the employee stay updated on changes in tax laws that impact payroll processing?
How well does the employee address tax-related inquiries from clients or employees?
Employee Support
How effectively does the employee address employee inquiries and concerns related to payroll?
Does the employee provide clear and helpful responses to payroll-related questions?
How well does the employee handle payroll issues and discrepancies with professionalism?
Payroll Reporting
How well does the employee generate payroll reports for clients or internal use?
Does the employee ensure accuracy in payroll reporting, including wage and tax information?
How effectively does the employee provide insights from payroll data to support financial decision-making?
Compliance Audits
How well does the employee prepare for and participate in payroll compliance audits?
Does the employee maintain accurate records and documentation for audits?
How effectively does the employee resolve compliance issues identified during audits?
Process Improvement
How well does the employee identify opportunities for process improvement in payroll processing?
Does the employee implement changes that enhance the efficiency and accuracy of payroll operations?
How effectively does the employee train colleagues on updated payroll procedures?
Overall Performance:
Summarize the employee's performance during the review period.
Highlight key strengths and areas for improvement.
Goals and Development:
Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
Identify areas for professional development and training opportunities.
Additional Comments:
Provide any additional comments or feedback about the employee's performance.
Write and export this review. Right now, for free.
Hop into our editor to write your review, with the help of our AI tools, before exporting it as a PDF.
Our Cofounder and CEO, Matt, will guide you through WorkStory to show you:
The key features that make the WorkStory platform different from others; it's like nothing you've seen before
How to set up your review process quickly, including customizing your questions, setting up goals, and the review relationships for your team
How companies are using WorkStory's "One-Click" review process to transform and scale their performance reviews so that team members can develop their skills throughout the year
Thank you, your submission has been received!
Want to save some time and schedule the meeting now?
