Appraisal: Accounting Clerk
Observe our “Communications and Productivity” policy, which helps to promote a higher level of productivity in the workplace. For example, keep conversations on the clock with co-workers and your supervisor as business-oriented as comfortably reasonable to make the best use of time. And use the Internet and your cell phone only for business-related work, while at work. Be part of and promote a positive work atmosphere: promote the company, support your co-workers (never “pass the buck”). Always speak positively of customers. Give co-worker critique in a constructive and private manner. Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Appropriate Co-Worker/Customer Communications *
Direct inbound calls appropriately, serving as effective gatekeeper for supervisor.
Cell Phone Policy
Give positive and constructive feedback to coworkers. Always assumes responsibility for tasks assigned.
Log every call/email in OpenERP
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Employee successfully and accurately files documents physically and electronically utilizing an organized nomenclature and filing system.
Open and correctly sort postal mail.
If assigned, manage the ap email box, maintaining a clean inbox, by processing every incoming message in a timely manner.
Follow the “Attendance Policy” as outlined in the “Communications and Productivity” Knowledge article. Specifically, business hours are: 8:00 - 6:00 during the summer; 8:00 - 5:30 during the winter; 9:00 - 4:00 Saturday in the summer; 10:00 - 2:00 Saturday in the winter. It’s required you work 40 hours during your scheduled times for this full-time position.
Times In and Out *
Number of Hours *
Personal Time Management
Manage and preserve one’s own time: completing higher-level tasks while delegating those that require less skill to those at lower pay levels.
Personal Time Management *
Human Resources Support
Manually enter timesheet data with 100% accuracy.
Adhere to DOT policy for document retention and destruction.
Address issues arrising with human resource paperwork with the appropriate supervisor.
Process garnishments and child support adoptions.
Confidentially prepare a draft payslips, review for accuracy, submit for payment.
Accurately calculate quarterly commissions for sales staff.
Distribute paystubs with confidentiality.
Review employee contracts and correct any errors
Correctly administer and seal drug tests; mail them in a timely manner.
Correctly fill out new hire i-9s and w-4s; update expiring doc. i-9s; scan and upload to applicant profile in timely manner.
Build reports for government agencies, like Utah labor commission new hire reports or closure and commencement of MSHA.
Prepare quarterly and annual government reports on time and accurately.
Assist in any government audits regarding compliance.
Compile DOT paperwork including drivers’ files, hours of service logs, inspection logs, and fuel tax reports (IFTA)
Audit DOT files for completion and accuracy.
Maintain drivers files such that no documents expire without being updated.
Update drivers list with Drug Facility.
Administer random drug testing compliance.
Accounting Processes in OpenERP
Careful in sales calculations: ensuring that correct product codes are keyed, that customer data —for example: vehicle description, make, model license number, and number of passengers — are recorded in the scale book and carefully consulted when weighing out customers. Steps ensure gross (weight upon checkout) minus tare (weight before loading) accurately reflect the weight of product the customer is leaving with.
Processes accounts payable invoices and credit cards in a timely and accurate manner (for CC's w/in 24 to 48 hours).
Process payments on time.
Enter and update vendor information, including address changes, and w-9s, fully and accurately.
Catch invoicing errors and train others to reduce errors in the future.
Correctly process inter-company orders, transfers, invoices, and landed costs.
Audit vendor/supplier statements and bank statements for missing, duplicate, or incorrect information.
Correctly process and collect on vendor credits.
Audit for, and collect on, sales tax overpayment on supplier invoices.
Enter production details into accounting system.
You’re responsible for: Participating in our departmental WIG meetings, and if requested to attend and present on behalf of your supervisor, the company-wide WIG meeting. If there are action items, you should volunteer for these occasionally.