Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounts receivable clerk.

An accounts receivable clerk is responsible for securing all the company revenue by verifying and posting all the receipts as well as resolving any hidden discrepancies. This is to ensure that all the funds are collected, recorded and channeled in the right manner.

Besides securing the company revenue, other duties include: Performs a wide variety of accounting and bookkeeping duties, maintaining contacts with attorneys, all the staff, all vendors plus the clients, developing automated spreadsheets, preparing daily bank deposit, generating accounting statements and reports, researches and applies all the unallocated cash, updates all the receivables by totaling the unpaid invoices, accomplishing all the accounting and organization mission through completing related results as needed.

Employee Performance Goals Sample

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


  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


Try to be a good influence to other people and to help them use their skills and capabilities in the right manner.

To plan in particular ways and to come up with potential alternative solutions to problems.

[employee comments goal]

Make sound decisions and judgment and not be biased in any way.

Improve on my customer service abilities so that I can be able to find ways to meet client needs.

[employee comments goal]

Classify tasks according to importance and urgency in order to get an idea of what can wait and what needs to be done immediately

Give each task a specific deadline or short amount of time in order to remain focused

[employee comments goal]

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]

Work with all the employees both great and poor in growing them into a better group

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

[employee comments goal]

Be willing to learn new things that will jog the memory and upgrade knowledge levels

Follow the safety precautions keenly to ensure security is maintained at all times

[employee comments goal]

Take a deep breath whenever there is urge to second guess, have a negative self-talk or over-think

Take new challenges and acknowledge the fact that making mistakes is part of learning

[employee comments goal]

Evaluate the resources one have that could be used to solve the situation and test their effectiveness

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]

Give oneself a deadline for open-ended projects or tasks in order to get focused and increase productivity

Use the provided procedures or guidelines to perform tasks in order to improve quality and productivity; avoid using inappropriate shortcuts

[employee comments goal]

Show willingness to learn how to prepare reports and proposals that persuade and provide information

Encourage others to use a clear, logical structure that achieves internal cohesion and coherence

[employee comments goal]


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


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:

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