ERP Specialist / Accounting

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.


Task Documentation *


Is employee able to multi-task

Does employee maintain productivity throughout their shift


Multitasking *


Times In and Out *

Number of Hours *


Keeping Deadlines *


Personal Time Management


Does the employee stay busy at all times?


Co-Worker Communications *


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 *


Desk Orderliness *


Microsoft Word Knowledge (and Google Docs Equivalent) *

Microsoft Excel Knowledge (and Google Docs Equivalent) *


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 Sheets


Grooming and Attire *


Frequency of Answering Phone Calls *

Phone Edicate *


Internet Use *


Cell Phone Use *


Attention to Detail in Customer Sales and Invoicing *


Filing *


Receipts *