PERFORMANCE RATING REPORT

FOR STUDENT APPRENTICE

Name: Daryl Mae S. Grospe Course/Year: 4BSA

Evaluation Period: From: April 2,2018 To: May 28, 2018 Total Hours: 332
F.G. Valino Accounting and Tax
Company: Advisors Department: Audit & Tax Advisory Department
Name of Evaluator: Ms. Arlene S. Garcia Position of Evaluator: Junior Auditor

The Program expects each Trainee to demonstrate at all times desirable qualities and traits as
indicated in the Performance Rating Report. Please rate the Trainee according to the scale
indicated below. A total score of 75 or better is considered passing.

RATING: 95 - 100 OUTSTANDING 75 - 79 FAIR

85 - 94 VERY SATISFACTORY 74 - BELOW POOR
80 - 84 SATISFACTORY

APPRAISAL FACTORS: RATINGS

1. QUALITY OF WORK
Ability to work with thoroughness

2. QUANTITY OF WORK
Individual productivity

3. DEPENDABILITY
Ability to perform and finish work as instructed and when needed

4. COOPERATION
Ability to work harmoniously with others

5. PERSONALITY
 DARYL MAE S. GROSPE
On-the-Job Training (OJT) Training Plan

Section 1: Contact and OJT Information

Complete the contact information for the Employer and the Trainee.

EMPLOYER NAME: FREDDIE G. VALINO CONTACT PERSON: ARLENE S. GARCIA TELEPHONE #: 09773652695

TRAINEE NAME: DARYL MAE S. GROSPE EMAIL: daryl.grospe26@gmail.com TELEPHONE #: 09368723552

BEGINNING DATE: April 2, 2018 END DATE: May 28, 2018 TOTAL TRAINING HOURS: 332
hours

Section 2: Occupational Information

Complete the occupational information for the Trainee’s skill level.

JOB TITLE: HOURS/WEEK:

JOB DESCRIPTION:

Section 3: Training Information

Complete the training outline and estimated time for each skill.

STARTING CAPABILITY (DATE ESTIMATED END

MEASURED) TRAINING CAPABILITY
Skills to be learned HOURS: (DATE
MEASURED)
Accounting
Beginning:
Beginning: Intermediate: Intermediate:
Prepare and verify daily reports Skilled: Skilled:
Beginning:
Prepare daily income/sales and prepare daily Beginning: Intermediate: Intermediate:
journal entry Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Reconcile bank account Skilled: Skilled:
 Beginning:
Beginning: Intermediate: Intermediate:
Prepare various income tax returns. Skilled: Skilled:
Beginning:
Prepare various personal property tax Beginning: Intermediate: Intermediate:
returns. Skilled: Skilled:
Beginning:
Prepare/Review other various tax filings: Beginning: Intermediate: Intermediate:
Annual reports, etc. Skilled: Skilled:
Beginning:
Assists in maintaining company's tax Beginning: Intermediate: Intermediate:
preparation system. Skilled: Skilled:
Social and Communication Skills

Beginning:
Beginning: Intermediate: Intermediate:
Working in a work environment Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Client Handling (both internal and external) Skilled: Skilled:
Beginning:
Communicate with managers and others working
Beginning: Intermediate: Intermediate:
on the systems problems
Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Written communication Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Oral communication Skilled: Skilled:

Section 5: Signatures
All parties agree to provide or obtain training for the skills outlined in this Training Plan.

Authorized Signatures
DATE:

TRAINEE SIGNATURE:

TYPE/PRINT NAME: MAE RHONALYN E. CORPUZ

DATE: DATE:
 EMPLOYER SIGNATURE: OJT PROVIDER SIGNATURE:

TYPE/PRINT NAME: ANGELUS EDWARD JOSE TYPE/PRINT NAME: ANGELUS EDWARD JOSE

TITLE: ACCOUNTANT TITLE: ACCOUNTANT

TRAINING PLAN INFORMATION AND INSTRUCTIONS

Training Plans are used to outline the specific skill requirements for on-the-job training (OJT).
They are also used as the assessment tool to document which skills the Trainee lacks at the start
of the training and to measure skill attainment during the course of the training.

Job Description:
A job description may be obtained from the Employer or the OJT Provider may assist the
employer in writing a job description, thus providing a “value-added” for the employer

Skill Requirements:
List the skills needed to perform the job to the standards specified by the Employer. Record
skills as specifically and briefly as possible.

Trainee’s Starting Capability:

Used to assess the trainee’s skill level near the beginning of the training period and to document
skill deficiencies which will be addressed through training. The skills gap can be addressed in the
list of “Skills To Be Learned”. The “Starting” and “Ending Capability” scores are based upon an
interview with the Trainee’s supervisor or by utilizing another skill assessment method used by
the employer

Trainee’s Ending Capability:

Record the date on which the “Ending Capability” assessment is made and the skill level which
has been obtained using the following rating scale:

1. Beginning - Can do only simple parts of the task.

2. Intermediate - Can do most parts of the task.
3. Skilled – Meets the Employer’s standard for the task.
Training Length:
a) The OJT Provider determines the job title for the position to be trained for.
b) The OJT Provider considers the trainee’s past work experience, knowledge, and skills
gap to assist in determining the length of training.
 MAE RHONALYN E. CORPUZ
On-the-Job Training (OJT) Training Plan

Section 1: Contact and OJT Information

Complete the contact information for the Employer and the Trainee.

EMPLOYER NAME: ANGELUS EDWARD JOSE CONTACT PERSON: ANGELUS EDWARD TELEPHONE #: 09499968750
JOSE

TRAINEE NAME: MAE RHONALYN E. EMAIL: maerhonalyncrpz@gmail.com TELEPHONE #: 09367981051

CORPUZ

BEGINNING DATE: April 2, 2018 END DATE: May 28, 2018 TOTAL TRAINING HOURS: 329
hours and 45 minutes

Section 2: Occupational Information

Complete the occupational information for the Trainee’s skill level.

JOB TITLE: HOURS/WEEK:

JOB DESCRIPTION:

Section 3: Training Information

Complete the training outline and estimated time for each skill.

STARTING CAPABILITY (DATE ESTIMATED END

MEASURED) TRAINING CAPABILITY
Skills to be learned HOURS: (DATE
MEASURED)
Accounting
Beginning:
Beginning: Intermediate: Intermediate:
Prepare and verify daily reports Skilled: Skilled:
Beginning:
Prepare daily income/sales and prepare daily Beginning: Intermediate: Intermediate:
journal entry Skilled: Skilled:
Beginning:
Beginning: Intermediate: Intermediate:
Reconcile bank account Skilled: Skilled: