Compliance Document
Internship Evaluation Form
Supervisor Assessment — Finance, Bookkeeping & Accounting Credential Pathway
WorkOne Reporting
Completed evaluations are shared with the assigned WorkOne career advisor or case manager for WIOA performance reporting. Midpoint evaluations inform continuation decisions. Final evaluations support credential attainment and employment outcome documentation required by the local workforce development board.
Evaluation Details
Participant: ___________________________
Evaluation Type: ☐ Midpoint ☐ Final
Date: ___________________________
Evaluator: ___________________________
Title: ___________________________
Hours Completed to Date: ____
Competency Assessment
Rate each item: 1 = Not yet competent 2 = Developing 3 = Competent 4 = Exceeds expectations N/A = Not applicable this period
Tax Return Preparation
| Competency | 1 | 2 | 3 | 4 | N/A |
|---|---|---|---|---|---|
| Accurately prepares Form 1040 with common schedules | ☐ | ☐ | ☐ | ☐ | ☐ |
| Identifies applicable deductions and credits | ☐ | ☐ | ☐ | ☐ | ☐ |
| Uses tax software proficiently for e-filing | ☐ | ☐ | ☐ | ☐ | ☐ |
| Follows quality review procedures | ☐ | ☐ | ☐ | ☐ | ☐ |
Bookkeeping & Accounting
| Competency | 1 | 2 | 3 | 4 | N/A |
|---|---|---|---|---|---|
| Records transactions accurately in QuickBooks | ☐ | ☐ | ☐ | ☐ | ☐ |
| Performs bank reconciliation | ☐ | ☐ | ☐ | ☐ | ☐ |
| Generates financial reports (P&L, Balance Sheet) | ☐ | ☐ | ☐ | ☐ | ☐ |
| Processes accounts payable/receivable | ☐ | ☐ | ☐ | ☐ | ☐ |
Client Communication
| Competency | 1 | 2 | 3 | 4 | N/A |
|---|---|---|---|---|---|
| Conducts professional client intake | ☐ | ☐ | ☐ | ☐ | ☐ |
| Explains tax concepts clearly to clients | ☐ | ☐ | ☐ | ☐ | ☐ |
| Maintains confidentiality per IRS Pub 4557 | ☐ | ☐ | ☐ | ☐ | ☐ |
| Follows up on outstanding items | ☐ | ☐ | ☐ | ☐ | ☐ |
Workplace Professionalism
| Competency | 1 | 2 | 3 | 4 | N/A |
|---|---|---|---|---|---|
| Arrives on time and meets attendance requirements | ☐ | ☐ | ☐ | ☐ | ☐ |
| Follows office procedures and dress code | ☐ | ☐ | ☐ | ☐ | ☐ |
| Works independently with appropriate supervision | ☐ | ☐ | ☐ | ☐ | ☐ |
| Accepts feedback and applies corrections | ☐ | ☐ | ☐ | ☐ | ☐ |
Overall Assessment
☐ On Track — Participant is meeting or exceeding expectations for this stage
☐ Needs Improvement — Specific areas require additional support (detail below)
☐ Not Meeting Requirements — Performance plan or reassignment recommended
☐ Ready for Employment Transition — (Final evaluation only) Participant demonstrates readiness for independent work
Supervisor Comments
Strengths observed:
Areas for improvement:
Recommended next steps:
Employment Recommendation (Final Evaluation Only)
☐ Recommend for permanent hire at this organization
☐ Recommend for placement at partner organization
☐ Recommend for continued instructor support / self-employment track
☐ Recommend additional training before placement
Signatures
Site Supervisor: ___________________________
Date: ___________________________
Participant: ___________________________
Date: ___________________________
Elevate Program Coordinator: ___________________________
Date: ___________________________
WorkOne Career Advisor (if applicable): ___________________________
Date: ___________________________
Quick answers before your next step
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