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

Payroll clerk issues accurate pay to employees by calculating earnings and deductions by the established rules and guidelines. To get the final payment owed to each employee, he/she must compile and record time and payroll data; time worked, production, commissions, deductions, post wages and then prepare paychecks.

Other important tasks for this position includes maintaining the payroll information by collecting, calculating and entering data, updating payment information by recording changes in insurance coverage, savings deductions, job titles and department transfers, preparing reports by collecting summaries of earnings, taxes, deductions, leave, nontaxable wages, Resolves payroll discrepancies by collecting and analyzing information

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

PRESENTATION SKILLS:

Show the willingness to learn new ways of delivering presentations.

Speak with great clarity and in a concise way that the audience can comprehend.

[employee comments goal]
INNOVATION:

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

Show enough willingness, determination, and initiative, always to find solutions to any problem.

[employee comments goal]
MULTI-TASKING:

Decide on a distinct set of tasks that one needs to accomplish and stick to them, and put additional related tasks on a new list for next time

Assign complex tasks or projects for the time one is most productive such as early in the morning

[employee comments goal]
APPRAISAL AND EVALUATION SKILLS:

Encourage and motivate all performances to build and retain the staff

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

[employee comments goal]
ETHICAL BEHAVIOR:

Be willing, to tell the truth at all times even when you are in error

Generate reports that are not full of manipulated or cooked figures

[employee comments goal]
PERSONAL GROWTH:

Work with others to build a team spirit that quickly helps one another

Learn to spend your time and resources well to ensure minimum wastage

[employee comments goal]
ENJOYMENT OF THE JOB:

Concentrate on and take care of the task at hand before it gets into a possible procrastination list

Be punctual at work and learn to ask for a sick leave only when it is absolutely necessary

[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]
FINANCIAL MANAGEMENT:

Take the time to understand the payroll process and make sure it is secure before writing checks for the employees

Review the company's accounts payable schedule regularly in order to determine how well the company is keeping up with its credit obligations

[employee comments goal]
KNOWLEDGE MANAGEMENT:

Work with colleagues to keep team knowledge updated and put in place effective mechanisms for being alerted on new knowledge

Share own experience, skills, and knowledge with others and readily support colleagues when they require knowledge and information

[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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