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

An Account Receivable Clerk is accountable for securing revenue by verifying and posting receipts while resolving discrepancies.

The primary duties of this position entail supporting customer payments by recording cash, checks and credit card transactions, posting revenues by verifying and recording transactions form lock box and local deposits, updating receivables by calculating unpaid invoices, maintaining records by microfilming invoices, debits and credits, accomplishing accounting and organization mission by completing relevant results as needed, assisting financial management and analysis as requested, achieving accounting and organization mission by creating related results as needed, providing monthly financial and management reports, overseeing client trust accounts, accounts receivable write-offs and payment reversals, organizing and maintaining up to date financial records.

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


Avoid unnecessary distractions whenever I am about to make a phone call.

Manage my emotions well especially when handling an irate or upset caller.

[employee comments goal]

To perform my administrative roles in a professional manner and without any fear or prejudice.

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

[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]

Work without any supervision and deliver as per the expectations

Seek new opportunities that challenge the capability to a new level of performance

[employee comments goal]

Develop oneself as a resource for others by networking to find excellent contacts for future needs

Show willingness to help colleagues who want to improve their professional and personal skills

[employee comments goal]

Carry out tasks that inspire a degree of therapeutical serenity such as working in the garden to help distract oneself after work

Be open to new ideas and curious about new people and what they have to offer

[employee comments goal]

Be realistic about the time one has set for each goal as well as one's personal background and knowledge about the goal

Seek regular feedback from others about the set goals in order to identify mistakes and rectify them

[employee comments goal]

Take the time to understand the payroll process and make sure it is secure before writing checks for the employees

Review the company's accounts payable schedule regularly in order to determine how well the company is keeping up with its credit obligations

[employee comments goal]

Streamline tasks and processes, and create and implement timesaving strategies

Put more effort into finishing all tasks early to ensure they do not pile-up

[employee comments goal]

Learn to map existing processes and use business process models and flow charts to capture complex scenarios

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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