1
Name of the Colleague
Please select the name of the person that you wish to evaluate
2
Accuracy (only for preparers)
Preparer: Good quality in calculation, Issue Log and cover email
3
Time Management / Efficiency
Preparer: Follows the process and best practices, no extra steps are done on a regular basis, keeps internal deadlines, understanding right priorities, speed. Reviewer: Avoids to generate extra steps in the compliance flow/overcomplicating, role model for prioritization, able to help organising tasks for preps
4
Availability / approachability
Preparer: Proper info sent to the team on availability in time, response time, cooperative. Reviewer: Responsive, acting promptly, set up and communicate availability on time adjusted to his/her actual workload. Open for comments/questions.
5
Written and spoken English
Preparer/reviewer: Knows the VAT vocabulary, able to use English in standard daily emails without major mistakes; is able to explain processes in English
6
VAT technical knowledge
Preparer: Aware of the basic info in VAT Guides, in case of doubt able to find an answer. Familiar with correct VAT treatments by tax codes / return boxes. Reviewer: Able to advise preps/managers regarding TA related questions.
7
IT skills (only for preparers)
Preparer: Able to use iVAT, T-Rex, E-filing portals, MS Office etc.
8
Commitment (only for preparers)
Preparer: Intention to understand the big picture, to learn from mistakes and to improve
9
Proactivity (ony for preparers)
Preparer: Timely handling of non-compliance tasks, forecast to reviewer on when the tasks will be done
10
Process knowledge
Preparer: Able to turn to practice the content of the Preparer's Guide e.g. Approvals, Calendar, ISO, Notification procedure. Reviewer: Extensive knowledge of the compliance processes, including notification procedure
11
Problem solving
Preparer: Able to work independently, able to ask for help in time, open IT tickets if necessary. Reviewers: Understands both the general VAT compliance and country specific process, able to advise and help juniors.
12
Collaboration
Preparer: Positive and open attitude towards all colleagues, team player, helping others, voluntarily doing back-up tasks, knowledge sharing. Reviewer: Knowledge sharing, helping team members (explanation).
13
You can give your overall feedback/reasoning here with your own words