Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounting clerk.
An accounting Clerk is responsible for providing support to the accounting managers and supervisors within the company while ensuring that the corporation's daily accounting functions are run accurately and efficiently without any fault.
Other duties include: keeping and updating financial records, preparing reports as well reconciling bank statements, keying in daily worksheets to the general ledger, updating files with complete information, handling accounts payables, assisting the accounting personnel, compiling and sorting invoices and checks, keeping and updating all records for charges and refunds, researching, tracking and resolving all the accounting problems, providing front desk customer service and matching invoices to work orders.
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. Strive to learn new techniques and skills that will help improve an organized workplace area. | [employee comments goal] |
| PRESENTATION SKILLS: To prepare and use visual aids more appropriately while making presentations. Carry out proper audience analysis to have an effective presentation. | [employee comments goal] |
| INNOVATION: Adapt to new technology and innovative ways of using it to solve problems. To be proactive in leading and responding to the changes around me. | [employee comments goal] |
| SUPERVISORY SKILLS: Demonstrate a flexible leadership style that is friendly and helpful Develop a managerial style that seeks to honor and respect each employee for their worth | [employee comments goal] |
| APPRAISAL AND EVALUATION SKILLS: Do not overlook any alarming or risky sign that shows in any employee Think through every decision to determine if it caters for all employees | [employee comments goal] |
| FLEXIBILITY: Set consistent goals that can be easily achieved without much stress Receive feedback and labor for it to become a better employee | [employee comments goal] |
| ORIENTATION TO WORK: Manage time wisely to get much accomplished within a short time Make use of the learning materials or coaching lessons to become more efficient | [employee comments goal] |
| ENJOYMENT OF THE JOB: Take new projects or classes that will help grow one's skills and help find happiness in one's job Plan one's own time and create a to-do list that will help one prioritize and meet work deadlines | [employee comments goal] |
| FOLLOWING DIRECTIONS: Organize the key information into checklists and check tasks off once they are accomplished in order to avoid mixing them up Learn the way behind what one is supposed to do in order to put the pieces together and make sense in one's tasks | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Make a list of what needs to be done and when it needs to be done instead of just jumping in and hoping for the best Make a chart of the steps one needs to take to solve a situation in order to see how everything fits together | [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: |