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: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| VERBAL COMMUNICATION: 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] |
| POLITICAL SKILLS: 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] |
| ADMINISTRATIVE SKILLS: 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] |
| INTERPERSONAL SKILLS: 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] |
| LEADERSHIP SKILLS: 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] |
| 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] |
| QUANTITY OF WORK: 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] |
| BUSINESS ETIQUETTE: 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] |
| CUSTOMER SERVICE: 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] |
| PROCESS IMPROVEMENT: 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] |
Summary |
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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: |