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

A Payroll Auditor is liable for conducting analysis for the cause to identify systematic problems that are either organizational, processes and systems. This position requires excellent skills in spreadsheet compiling with good writing and presentation skills.

Primary responsibilities include inspecting a sample of the approved documents for completeness, ensuring all the payroll activities are carried out within the rules and regulations, recording results of audit and presenting the results to the program manager, performing analysis on data from the online tracking system, identifying systematic issues within the systems, compiling metrics reports from monitoring system, tracking accomplishments, reporting out on goals and requirements for participation as a matrix member.

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

PHONE SKILLS:

Ask appropriate questions and to seek for clarifications on issues not well understood.

To always try to address the caller by official names or title while conversing over the phone.

[employee comments goal]
ADMINISTRATIVE SKILLS:

Make sound decisions and judgment and not be biased in any way.

Improve on my customer service abilities so that I can be able to find ways to meet client needs.

[employee comments goal]
DEVELOPING OTHERS:

Learn from all supplied material and keep passing the knowledge

Be available to assist and help where major decisions are required

[employee comments goal]
LEADERSHIP SKILLS:

Keep communication platforms open at all times to allow openness

Shun favoritism and compromise to create a united, happy team

[employee comments goal]
CREATIVITY:

Challenge the old solutions by coming up with new ones that solve today's problems

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

[employee comments goal]
COMPETITIVENESS:

Learn to take on additional responsibilities even those that are not in one's job description

Volunteer in community activities in order to get a chance to interact with other people and learn something new

[employee comments goal]
HANDLING STRESS:

Set clear boundaries between work and home; avoid answering work calls or replying work e-mails when one is having some time off work

Schedule more time for things that help one feel fresh in the mind such as taking a walk or watching one's favorite TV show

[employee comments goal]
PRACTICAL THINKING:

Evaluate the source of the information in order to ensure that it is reliable and that it is backed up by evidence

Identify, analyze and solve a problem systematically rather than by instinct or intuition

[employee comments goal]
QUALITY MANAGEMENT:

Seek clarification and gain as much knowledge as possible about the activity or project at hand in order to feel more comfortable and produce quality results

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]
CUSTOMER SERVICE:

Learn to maintain self-control when dealing with customers who are objecting

Tactfully tell a customer no when the expectations or demands are unrealistic

[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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