Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounts payable clerk.
An accounts payable clerk is the center of all the operations in the finance office as he handles all the expenses by receiving, processing, verifying and reconciling all the invoices and completing all the payments. He is the oil that makes the finance department run smoothly.
Other general duties includes: Reconciling processed work by verifying entries, comparing system reports to balances, checking vendor accounts by reconciling all the monthly statements and any related transactions, coding invoices, familiarize with all foreign currency and the in-house wire system, ability to prepare and process checks for multi companies, updating and maintaining vendor database, auditing and verifying expense reports
Employee Performance Goals Sample | |
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| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Strive to manage time well to ensure all required deliverables are met. Handle work by first handing the highly important tasks to minimize confusion | [employee comments goal] |
| CRITICAL THINKING: Properly evaluate my options by looking into all possible outcomes. Show willingness to improve on critical thinking skill by learning new techniques. | [employee comments goal] |
| INNOVATION: Adapt to new technology and innovative ways of using it to solve problems. Show enough willingness, determination, and initiative, always to find solutions to any problem. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Show willingness to learn new ways to perform my administrative functions professionally. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| MULTI-TASKING: Classify tasks according to importance and urgency in order to get an idea of what can wait and what needs to be done immediately Assign complex tasks or projects for the time one is most productive such as early in the morning | [employee comments goal] |
| PHYSICAL ABILITIES: Communicate effectively to pass the right information to all workmates Learn new trends from coworkers who have experience handling such tasks | [employee comments goal] |
| ADAPTABILITY: Learn new tricks and techniques that help build up confidence when dealing with different people Work on accepting all types of change positively and handling changing workloads in response to changing circumstances | [employee comments goal] |
| SELF CONFIDENCE: Start feeling more comfortable when making a decision and standing firm by it Make an action plan to overcome one's weaknesses, like taking a public speaking course, in order to feel empowered and overcome fear | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Get as much information as one can about the situation at hand and the options available to solve it Break the suggested solution into a series of attainable goals and then break the goals into different tasks | [employee comments goal] |
| PROJECT MANAGEMENT: Use project management tools or techniques to plan and track project performance; learn how to use management methodologies effectively Encourage and help project members to work as a team in order to meet their goals and complete the project at hand | [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: |