PERFORMANCE EVALUATION AT A REGIONAL ACCOUNTING FIRM: IS THERE AN ALTERNATIVE?

Authors

  • Nancy K. Lankton Marshall University
  • Charles Stivason Marshall University

Keywords:

accounting, employee performance evaluation, HR

Abstract

This case describes the struggles of a regional accounting firm to effectively evaluate employees as it seeks to increase retention and build long-lasting employee relationships. When the accounting firm Jordan & Kellaway, CPAs, initially implemented its quantitative performance evaluation system, it thought collecting a lot of data about each employee was a good thing. But compiling all the data and using it effectively has become a problem such that promotions and pay raises are being made on more of a subjective basis without regard to the data. Frustrated with the process, the partner in charge of human resources, through some informal investigative work, discovers she is not alone in having concerns about the system. She contemplates whether tweaking the current system or implementing an altogether new system is the answer. Students are asked to make this decision and prepare a formal recommendation to the other partners of the firm.

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Published

2024-02-09

Issue

Vol. 17 No. 2 (2020)

Section

Cases

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