Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an account administrator.

An Account Administrator is responsible for providing administrative support to accountants, undertaking clerical tasks like typing, filing making calls, etc. to help maintain the office and keep it running smoothly.

The duties and responsibilities of this position include working with spreadsheets, sales, purchase orders and journals, preparing statutory accounts, Reconciling finance accounts and direct debits, managing petty cash transactions, calculating and checking to ensure the payments, amounts, and records are correct, sorting out incoming and outgoing daily post and answering any queries, controlling debts and chasing debts, producing documents, reports, tables, and graphics, maintaining various project databases including updating records and creating custom reports.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments

PHONE SKILLS:

To listen attentively to what the other person is saying without interrupting.

Learn to ask and put the caller on hold correctly and professionally.

[employee comments goal]
PROBLEM SOLVING:

Be willing enough to collaborate with other when it comes to problem-solving issues.

Be more flexible to change and adapt to new tact and ways of finding new solutions.

[employee comments goal]
COLLABORATING WITH OTHERS:

Identify what every person is good at and pair them with the appropriate roles and tasks in order to help them succeed

Create synergy within the team, departments, and alliances across the company

[employee comments goal]
FACILITATION:

Provide regular and timely feedback to group members in order to help them identify their strengths and work on weak areas

Present information in various forms such as audio, video clips, graphs, charts, etc. so that every group member can understand

[employee comments goal]
MANAGING AT TEAM:

Build employees' self-esteem through rewards and recognition or by giving them new responsibilities in order to increase their investment in the company

Create a vivid and compelling vision of the future that motivates all employees to want to achieve it

[employee comments goal]
MANAGEMENT SKILLS:

Understand what leadership and management means as well as their concept

Take an approach that keeps your team focused on their goals

[employee comments goal]
APPRAISAL AND EVALUATION SKILLS:

Do not overlook any alarming or risky sign that shows in any employee

Engage the employees in a friendly manner to understand problems if any

[employee comments goal]
COOPERATION WITH COLLEAGUES:

Accomplish all the goals set as a group to encourage teamwork spirit

Remain committed to the company's regulations without any compromise or prejudice

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Acknowledge cited works and learn how to use the appropriate referencing styles

Employ proofreading and editing techniques to improve accuracy when writing reports and proposals

[employee comments goal]
DATA ENTRY:

Demonstrate more willingness to work efficiently in a team and independently

Put extra effort to work under pressure and tight deadlines

[employee comments goal]

Summary

Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date: