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:


  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


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]

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]

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]

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]

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]

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]

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]

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]

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]

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]


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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