Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an internal claims auditor.

An Internal Claims Auditor is responsible for auditing, approving or rejecting each claim before payments are made. This position is key in examining, monitoring and analyzing of activities related to a company's organizations.

The primary duties of this position includes, determining whether the proposed payments are for a valid or legal reason, ensuring that proper documentation and itemization are provided, and that payment is for legal, delivering legitimate claims against the company are paid accurately, ensuring that the purpose and transactions are properly approved prior to accepting the voucher or invoice for payment, enforcing all the provisions of the law, the commissioner's regulations, board policies and administrative regulations regarding the management are keenly followed.

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


To show the willingness of taking full control of a conversation especially if I am the one making the phone call.

Use normal tone when making calls and do not to speak loud when it affects those around.

[employee comments goal]

Give constructive feedback to others and to take corrections positively

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]

Stay aware of the company objectives and monitor current trends and developments that may affect implementation of its programs and plans

Build client's confidence using one's knowledge of the company's processes and the external community

[employee comments goal]

Avoid dealing with the person one-on-one and demand that a third party be brought in order to avoid getting cornered in an argument

Be kind and friendly even when the other person attacks you to receive negative attention

[employee comments goal]

Ensure that your entire workforce is participating in training to support them

Use diverse methods to educate the workforce to bring out their potential

[employee comments goal]

Invest in the unity of the team rather than conflict and disagreements

Don't be caught up in the small details and lose sight of the primary goals

[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]

Keep up a positive attitude that interacts with others well

Go for coaching or training every time the business provides it

[employee comments goal]

Research the marketplace and competition regularly in order to stay abreast of the market or industry developments

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

[employee comments goal]

Set enough time for all the essential tasks and give more priority to essential tasks when scheduling

Consistently use a routine to get repetitive tasks done more efficiently

[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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