Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an account clerk.

An Account Clerk is responsible for providing accounting support to accounting supervisors and other managers within the department by keying in daily worksheets to the general ledger system, ensuring files are complete and maintained as required.

Essential duties for this post include maintaining account records by making copies and filing, reconciling bank statements by comparing statements with the general ledger, maintaining accounting databases by entering data into the computer and processing backups, verifying financial reports by running performance analysis software program, compiling and sorting invoices and checks, issuing checks for accounts payable, recording business transactions, supporting the accounting personnel, providing front desk customer service, matching invoices to work orders, opening mail and matching payment to invoices.

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 not to talk too fast or too slow that the audience cannot understand the intended message.

Show willingness and patience to allow others to put their points across with interrupting them.

[employee comments goal]

Learn to give and receive feedback from those around me or those I seek to lead.

Establish good and beneficial networks with all sorts of people regardless of their background or status.

[employee comments goal]

To encourage and promote professionalism and proper work ethics on the entire staff members.

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

[employee comments goal]

Learn new ways and technique of starting and maintaining meaningful conversations.

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

[employee comments goal]

Be focused on scheduling goals and share it out equally

Keep gaining and sharing knowledge with your team as often as possible

[employee comments goal]

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]

Track how much time one spends on each task in order to identify tasks that take more time that needed

Use the provided procedures or guidelines to perform tasks in order to improve quality and productivity; avoid using inappropriate shortcuts

[employee comments goal]

Improve listening skills, pay more attention to speakers and maintain eye contact

Reach out to people regardless of their roles and always acknowledge the efforts made by others

[employee comments goal]

Address inquiries as quickly as possible and give explanations in case of delays

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

[employee comments goal]

Simulate processes and observe processes in action in order to identify points at which improvements can be made

Constantly use survey results to assess the impact of ongoing process improvement efforts

[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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