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

A Junior Auditor is responsible for analyzing data and checking the financial records of organizations to ensure they conform to business and accountancy regulations and ethics. This position is an entry-level role in the field of accountancy while reporting to the senior auditor.

Duties of this post are, planning audits, reviewing controls, conducting audit tests and preparing financial reports according to the principles and policies or accounting, developing status and internal communications reports, documenting audit issues and writing audit reports, following up on outstanding audit issues and audit tasks, organizing appraisals with financial records, control managements, practices, policies and reports, analyzing contracts, investigating claims and validating vital financial documents and files.

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 read more books to find out new interesting words as well as good and creative writing styles.

Show willingness to follow the acceptable rules of writing and be creative at all times to capture the reader's attention.

[employee comments goal]

To always speak in an inviting and positive tone to make the conversation relaxed and appealing.

Not to use slang word or inappropriate language during a phone conversation and to respond appropriately with words like yes or no.

[employee comments goal]

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]

Stay calm and be aware of the fact that one will never win an argument with a difficult person

State own views with confidence and look at the difficult person in the eye when communicating with them in order to look reasonable

[employee comments goal]

Adhere to the rules provided for a smooth relationship with the management

Receive feedback and labor for it to become a better employee

[employee comments goal]

Ensure you set goals that help you break down the company's targets into small achievable milestones

Accept positive criticism as a way to grow and mature career wise

[employee comments goal]

Use positive language to define own goals and avoid using negative phrases that would make one lose focus on the goals

Create a mission statement in order to help direct own energy and time to accomplishing all important goals

[employee comments goal]

Dedicate full concentration and become fully involved in any task one is doing in order to do it better

Use a recognized quality standard when one is preparing and updating quality documentation

[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]

Put extra effort in communicating the purpose and outcomes of a research in a clear manner

Learn to draw conclusions from scientific analyses or arguments and constantly make predictions from experimental data

[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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