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

A Claims Quality Assurance Auditor is accountable for ensuring that the quality control systems put in place for claims are conforming to both internal and external standards. This position is carried out as part of the internal control team in the eh company or as independent contractors for auditing firms.

Their duties include overseeing of all claims and ensuring compliance with the organizational, state and federal policies, identifying any issues in the he data quality, sourcing or documentation that may pose a risk to the company by reviewing existing data and processes, reading, analyzing and interpreting existing documents and data for completeness and accuracy, creating recommendations for training new policies and data scrubbing and any other methods to resolve data quality concerns.

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

VERBAL COMMUNICATION:

Maintain strong and direct eye contact when talking to people.

Listen well enough to be able to give constructive feedback to other people.

[employee comments goal]
INTERPERSONAL SKILLS:

To always take the time to listen to others when they talk and not to interrupt them.

Learn to assess and manage potential conflicts at a personal and group level.

[employee comments goal]
GIVING FEEDBACK:

Try to link the performance of employees to the positive outcomes of the company while giving feedback

Give the employee an opportunity to speak up during the meeting or ask questions about the feedback afterward

[employee comments goal]
LEADERSHIP SKILLS:

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

Shun favoritism and compromise to create a united, happy team

[employee comments goal]
CREATIVITY:

Plan company days where each employee can showcase their creativity in different ways

Choose varied ways to solve conflicts that do not necessarily have to be there

[employee comments goal]
DEDICATION TO WORK:

Know the direction to follow in executing the projects presented

Quit complaining and get down to work, use the resources provided as best as you can

[employee comments goal]
DEPENDABILITY:

Take responsibility for every task given and do the very best

Handle all the tasks accorded with a professional view not overlooking any detail

[employee comments goal]
POTENTIAL FOR ADVANCEMENT:

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]
QUALITY MANAGEMENT:

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

Train employees on the importance of producing quality results and make sure that everyone is aware of the company's quality requirements

[employee comments goal]
BUSINESS ETIQUETTE:

Remain composed when disagreeing with what others are saying and learn more about the importance of diplomacy

Demonstrate politeness and confidence at all times and become more approachable

[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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