Andrew Viteri

John Doe Team Member Bonus / Performance Review Year: 2019 Note: The following is an evaluation of your performance for the current quarter. This is not a determinaton of staying with Viteri Accounting, but just a calculation of your quarterly bonus. We value your services and your contributions to Viteri Accounting and our clients and are happy to have you as a part of the team. Supervisor to fill in all GREEN Highlighted fields Team Lead Review Category Score Volume of Work 3 Quality of Work 5 Accounting Knowledge Teamwork Consistency of Work 5 3 3 Notes Teammember is overbudget on most of his clients. Work is not at the level of volume expected. He is par with quality standards He is par with accounting Knowledge Teammember is not communicating regularly and has trouble taking direction. Timing is not consistent. Work levels vary. Communication is irradic. **See explanations of categories on page 2 John Doe Bonus Calculation ( 8,567.32) Current Year Payout See the calculation below: Score Volume of Work Quality of Work Accounting Knowledge Teamwork Consistency of Work 3 5 5 3 3 Monthly Months Rate Worked 0.08% 0.08% 0.08% 0.08% 0.08% 0.42% - Bonus Calc 0.60% 1.00% 1.00% 0.60% 0.60% 3.80% Bonus to Reason for payment be paid (if difference than calc) ($ ($ ($ ($ ($ ($ -) N/A Explanation of Bonus Categories Volume of Work This is the volume of work you perform on a regular basis taking the budgeted hours into consideration. If the score is lower than a 5, you could be going over your budgeted hours or too far under. Please review the team leads notes for an explaination of your score. Quality of Work Any score under five will have areas needing improvement in quality. This would include errors and omissions, diligence, seeing addition needs of the client without being asked, understanding what is asked, etc Accounting Knowledge Knowledge of your understanding of GAAP accounting including the high-level needs of your clients. This knowledge consists of cash forecastings, budgeting, financial accounting, reporting, adjustments, variance analysis, etc. Teamwork Teamwork comprises how easy it is to communicate with you, your response time, how well you keep the team lead up to date on your clients needs, timesheet data entry including good notes on what you are working on, how well you take direction and criticism, how forthcoming you are with problems and concerns, etc. Consistency of Work Consistency of work takes account of ups and downs in your quality, timing and performance level overall. Please sign and return this form to ensure you understand your scores and agree to the bonus offered you. Name Signature