ERP Specialist / Accounting
ERP Specialist Annual Appraisal Survey
Distribute your time. The following is a model we advise for distributing your time to be most effective in accomplishing sales objectives while balancing employee and customer needs evenly between these tasks: training, managing/supervising, personal performance, and planning. Use personal time management tools that aid you in multitasking effectively, stay organized and on schedule. For tasks, use the “Project” section in OpenERP. You’ll create one “Project” for your personal tasks and one for your store so that fellow employees company-wide can view your progress. Use Knowledge articles for instructions, procedures, and processes; this section can also be used to set goals. Google Documents and Spreadsheets can also be used to display goals that everyone can collaborate on. Use Google Calendar to manage your appointments.
Has one “Project” for personal tasks and one for store that effectively keeps co-workers up-to-date on tasks.
Uses Google Document and/or Knowledge articles for instructions, procedures, and processes co-workers collaborate on.
Uses Google Calendar to manage appointments.
Effectively distributes time between duties of training, managing and supervising, personal selling and maximizing output.
Use the Open ERP projects/task manager to note and prioritize tasks. Log every task (such as calls, or equipment that needs repairs), establishing deadlines for each, updating progress until each is resolved. Add followers to tasks as relevant. Add a note every time an action (like a phone call) is undertaken. Effective record keeping using the task manager means that any time you are not present, anyone should be able to pick up where you left off. Any notes on paper are regarded as your own personal notes, and cannot take the place of Open ERP, which is our standard method of all company communication. This includes coordinating with any contractors on additional tasks that need to be done, such as Open ERP.
Task Documentation *
Productivity and Multi-tasking
Employees must be able to remain productive throughout the day by seeking out things to do and multi-tasking. They must be able to transition from one assignment to the next, without lost productivity. Must be flexible and able to jump in where needed to help improve overall productivity.
Is employee able to multi-task
Does employee maintain productivity throughout their shift
Effectively “multitask,” jumping from one task to the next with little or no down time.
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 *
Follow through and complete tasks on time or by deadline.
Keeping Deadlines *
Personal Time Management
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
It is expected that all employees stay busy at all times. Review the checklist of duties of the driver position. When it is slow and there are no deliveries to be done the driver should refer to the following list of activities found here: http://erp.american-stone.com/?db=american_stone#id=118&view_type=form&model=document.page&menu_id=344&action=418
Does the employee stay busy at all times?
Keeps conversations on the clock with co-workers business-oriented as much as comfortably reasonable to make the best use of time.
Co-Worker Communications *
Appropriate Supervisor Communications
Follow the “Communication with Supervisors” policy, as outlined in the “Communications and Productivity” Knowledge article. This includes screening incoming phone calls and letters to supervisors and others; specifically, deciding who, at the lowest level of the organization, or otherwise who best, can effectively deal with the incoming correspondence.
Supervisor Receiving Important Correspondence *
Supervisor Receiving Unnecessary Correspondence *
Follow Up *
Uses Correct Method of Contact According to Urgency *
Business Oriented Communication *
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
Product Knowledge and Location *
Keep a clean and orderly office whereby every item has an appropriate place and that everything gets put back in its place by the end of the day.
Desk Orderliness *
Microsoft Word Knowledge (and Google Docs Equivalent) *
Microsoft Excel Knowledge (and Google Docs Equivalent) *
Computer and Software Knowledge
Microsoft Word Knowledge (and Google Docs Equivalent)
Microsoft Excel Knowledge (and Google Docs Equivalent)
How proficient are you with a 10-key?
How proficient are you with a computer?
Google Documents and Spreadsheet Knowledge
Google Documents and Sheets
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Operate and manage the office switchboard, warmly welcoming guests and customers in person or on the telephone, answering or directing inquiries.
Frequency of Answering Phone Calls *
Phone Edicate *
Follow the “Internet Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Internet Use *
Cell Phone Use
Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Cell Phone Use *
Attention to Detail in Customer Sales and Invoicing
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.
Attention to Detail in Customer Sales and Invoicing *
Employee successfully and accurately files documents physically and electronically utilizing an organized nomenclature and filing system.
Receipts are signed, digitized, and filed.