Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounting assistant.
An accounting Assistant is the right man helper of accountants that have particular tasks assigned to them that include: administrative support and clerical duties such as typing, filing, making phone calls, handling emails and basic book keeping while maintaining the office and keep it running smoothly.
More of the duties include: Reconciling finance accounts plus direct debits, managing office petty cash transactions, controlling credits and chasing debts owed to the company, working with spreadsheets to prepare sales, purchase ledgers and journals, preparing statutory accounts, sorting out both incoming and outgoing daily posts while answering any queries that may come up as well as ensuring all payments, amounts, and records are all correct.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Be conscious of keeping the work related items in an organized way to allow for easy access. Handle work by first handing the highly important tasks to minimize confusion | [employee comments goal] |
| PHONE SKILLS: To always speak in an inviting and positive tone to make the conversation relaxed and appealing. To always try to address the caller by official names or title while conversing over the phone. | [employee comments goal] |
| PRESENTATION SKILLS: Conduct proper research and careful preparation before delivering any presentation. Speak with great clarity and in a concise way that the audience can comprehend. | [employee comments goal] |
| CRITICAL THINKING: To carefully analyze and interpret information collected to draw reasonable inferences. Show more assertiveness and decisiveness when dealing with problems and coming up with solutions. | [employee comments goal] |
| MANAGING EXPENSES: Implement financial controls that ensure accuracy in the acquisition of expenses Implement daily reporting to the financial manager with the day's goals met | [employee comments goal] |
| CONCEPTUAL THINKING: Review outcomes of own projects in order to understand where problems occurred and plan to anticipate them Periodically test how the current state of operations in one's department compares with own core purpose | [employee comments goal] |
| ENJOYMENT OF THE JOB: Identify what one likes about own job and start focusing on those positive aspects in order to start enjoying own job Stop gossiping and minimize one's time with people that one does not resonate with in order to create a pleasant working environment | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Break the problem down into smaller problems that are easily solvable until one is left with the actual cause of the problem Analyze the importance of data one has collected about the problem and look for links and relationships in order to understand the overall situation | [employee comments goal] |
| FINANCIAL MANAGEMENT: Work with an experienced money manager in order to know when one should invest profits or when one should plow the profits back to the business Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact | [employee comments goal] |
| PROJECT MANAGEMENT: Take corrective actions and verify project standards in order to ensure that the project delivers total client satisfaction Know the team's strengths and weaknesses and encourage the members to support and complement each other | [employee comments goal] |
Summary |
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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: |