Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a bookkeeping clerk.

Bookkeeping is the art of understanding math and figuring out numbers while keeping track of every single expense in the entire company. A bookkeeper is responsible for making sure every transaction, deposit or income is recorded daily in the company's ledger. Using either cash or checks books or software to track the numbers, it is mandatory to produce precise data that enterprises can rely on.

Other responsibilities includes, developing accounting systems to account for any financial transaction through an establishment of auditors charts, maintaining general ledger by transferring subsidiary account summaries, balancing subsidiary accounts through reconciling entries, ensuring the company's legal requirements compliance

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

TEAMWORK SKILLS:

To pay close attention to what others have to say and not to interrupt them.

To make my voice be heard on the team so that I can actively participate in the decision-making process.

[employee comments goal]
PRESENTATION SKILLS:

Conduct proper research and careful preparation before delivering any presentation.

React to the concerns and questions raised by the audience in the right way.

[employee comments goal]
INNOVATION:

To always listen to other people's diverse opinions and contributions.

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.

Show willingness to learn on how to be a good leader and to use my leadership to inspire those that I serve.

[employee comments goal]
ORIENTATION TO WORK:

Manage time wisely to get much accomplished within a short time

Communicate clearly in both written and spoken format to leave no room for guesswork

[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]
PERSONAL ACCOUNTABILITY:

Establish new policies and procedures for maintaining confidentiality of sensitive information in the company

Outline specific goals and assess the team's progress towards achieving those goals

[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

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]
DEADLINES - ON TIME:

Start with the complex tasks and break them down into smaller chunks, each with a specific deadline

Reward oneself when one completes a task ahead of time in order to feel motivated to meeting own mini-deadlines

[employee comments goal]
QUANTITY OF WORK:

Set aside time for answering calls or responding to emails in order to reduce or eliminate distractions

Put consistent effort into accomplishing own goals and try as much as possible to prevent own output from slipping

[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:

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