Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an adjustment clerk.
An Adjustment Clerk investigates and resolves customer's inquiries concerning merchandise, billing, service or credit rating while examining pertinent information to determine the accuracy of customers complaints and responsibility for errors.
Other important tasks include preparing reports showing volume, types and the disposition of claims handled, writing work orders and distributing them, notifying customers and designated personnel of recommendations and findings like exchanging merchandise, refunding money or adjustment of a bill, reviewing claims adjustments with dealers as well as examining parts claimed to be defective and either approve or disapprove, comparing merchandise with original requisition and invoice and prepare invoices for returned goods.
Employee Performance Goals Sample | |
|---|---|
| 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 |
|---|---|
| VERBAL COMMUNICATION: Maintain strong and direct eye contact when talking to people. Stimulate conversations by asking open-ended questions and encourage others to continue taking. | [employee comments goal] |
| WRITING SKILLS: Take up more online courses on writing to try to improve writing skills. Learn to draft my work first, modify it, and then set out to write the original content. | [employee comments goal] |
| MULTI-TASKING: Bundle related tasks together in order to move fluidly between them Give each task a specific deadline or short amount of time in order to remain focused | [employee comments goal] |
| INSPIRING OTHERS: Care about other colleagues by asking questions and genuinely offering to help them Avoid taking part in workplace drama or unnecessary gossip in order to become a positive influence to other employees | [employee comments goal] |
| DEDICATION TO WORK: Embrace the company's policies, visions, and objectives to be able to work best Learn to work alongside others both in group setting and individual tasks | [employee comments goal] |
| DEPENDABILITY: Be available to the coworkers, customers, and management and show concern Handle all the tasks accorded with a professional view not overlooking any detail | [employee comments goal] |
| ETHICAL BEHAVIOR: Consistently build your credibility to someone who can be relied upon Generate reports that are not full of manipulated or cooked figures | [employee comments goal] |
| PHYSICAL ABILITIES: Get physical strength enough to carry out the tasks with ease Work on skills development that will grow the level of expertise | [employee comments goal] |
| ENJOYMENT OF THE JOB: Make new friends at work every day and try to develop good working relationships with people that one works with most often Plan one's own time and create a to-do list that will help one prioritize and meet work deadlines | [employee comments goal] |
| PERSONAL RELATIONSHIPS: Conduct business operations with customers and other employees at a time that is convenient for them Take the time to reward, recognize, thank and specify the contributions of colleagues who have assisted one accomplish a certain task | [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: |