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Performance Appraisal Form For Accountant for Indonesia

Performance Appraisal Form For Accountant Template for Indonesia

This document is a standardized performance evaluation tool designed for assessing accountants' professional capabilities and achievements in Indonesia, complying with Law No. 13 of 2003 on Manpower and relevant accounting standards set by the Indonesian Institute of Accountants (IAI). It provides a comprehensive framework for evaluating both technical accounting competencies and soft skills, while incorporating local regulatory requirements and professional standards. The form facilitates objective assessment of an accountant's performance across various metrics, including financial reporting accuracy, regulatory compliance, professional development, and workplace effectiveness.

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What is a Performance Appraisal Form For Accountant?

The Performance Appraisal Form For Accountant is a crucial human resource management tool used in Indonesian organizations to evaluate accounting professionals' performance and development. It is designed in accordance with Indonesian labor laws, particularly Law No. 13 of 2003 on Manpower, and incorporates standards set by the Indonesian Financial Accounting Standards (PSAK) and the Indonesian Institute of Accountants. This document should be used during regular performance review cycles (typically annual or semi-annual) to assess accountants' technical competencies, professional standards compliance, behavioral attributes, and goal achievement. It serves as an official record for performance-related decisions, professional development planning, and career progression within the Indonesian regulatory framework.

What sections should be included in a Performance Appraisal Form For Accountant?

1. Employee Information: Basic details including employee name, ID, department, position, period of review, and length of service

2. Rating Scale Definition: Clear explanation of the performance rating scale (e.g., 1-5 or equivalent) and what each level represents

3. Technical Competencies Assessment: Evaluation of accounting-specific skills including financial reporting, tax compliance, accounting standards knowledge, and software proficiency

4. Professional Standards Compliance: Assessment of adherence to Indonesian Financial Accounting Standards (PSAK) and professional ethics

5. Core Competencies Evaluation: Assessment of general work competencies such as accuracy, timeliness, and attention to detail

6. Behavioral Competencies: Evaluation of soft skills including communication, teamwork, and professional conduct

7. Goal Achievement: Review of specific goals set for the evaluation period and their completion status

8. Overall Performance Rating: Summary of all evaluation areas with final performance rating

9. Development Plan: Identified areas for improvement and professional development goals for the next period

10. Acknowledgment and Signatures: Space for employee and evaluator signatures, dates, and any comments

What sections are optional to include in a Performance Appraisal Form For Accountant?

1. Project Performance: For accountants involved in special projects or implementations - evaluation of project-specific contributions

2. Team Leadership: For senior accountants or those with supervisory responsibilities - assessment of leadership and team management skills

3. Client Relationship Management: For accountants who interact with external clients - evaluation of client service and relationship management

4. Risk Management Assessment: For roles involving significant decision-making - evaluation of risk assessment and management capabilities

5. Innovation and Process Improvement: For organizations focusing on continuous improvement - assessment of contributions to process efficiency and innovation

6. Regulatory Compliance Special Review: For roles heavily involved in compliance - detailed assessment of regulatory knowledge and application

What schedules should be included in a Performance Appraisal Form For Accountant?

1. Schedule A: Detailed Rating Criteria: Comprehensive breakdown of rating criteria for each competency area with specific examples

2. Schedule B: Technical Skills Matrix: Detailed matrix of required technical accounting skills and proficiency levels

3. Schedule C: Goal Setting Template: Template for setting SMART goals for the next evaluation period

4. Appendix 1: Professional Development Log: Record of training, certifications, and professional development activities completed during the review period

5. Appendix 2: Performance Improvement Plan Template: Standard template for documenting specific improvement needs and action plans

6. Appendix 3: Competency Framework: Detailed description of each competency and expected behaviors at different performance levels

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Indonesia

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions



































Clauses






























Relevant Industries

Financial Services

Professional Services

Manufacturing

Retail

Technology

Healthcare

Education

Construction

Real Estate

Hospitality

Non-Profit Organizations

Government Institutions

Mining

Energy

Telecommunications

Agricultural Business

Transportation and Logistics

Relevant Teams

Finance

Accounting

Financial Planning & Analysis

Internal Audit

Tax

Treasury

Accounts Payable

Accounts Receivable

Financial Reporting

Budgeting

Human Resources

Risk Management

Compliance

Relevant Roles

Staff Accountant

Senior Accountant

Financial Controller

Management Accountant

Tax Accountant

Financial Analyst

Audit Manager

Financial Reporting Specialist

Treasury Accountant

Cost Accountant

Accounts Payable Specialist

Accounts Receivable Specialist

General Ledger Accountant

Budget Analyst

Accounting Manager

Finance Manager

Chief Accountant

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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