Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounts payables clerk.
An Accounts Payables Clerk is responsible for completing payments and controlling expenses by receiving processing, verifying and reconciling invoices.
The essential functions include combining processed work by verifying entries and comparing system reports to balances, protecting the organization's value by keeping the information confidential, Charging expenses to records and cost centers by analyzing invoice/expense reports, assessing entries, paying vendors by monitoring discount opportunities, verifying federal id numbers, scheduling and recording checks, resolving purchase order, contract, invoice or payment discrepancies and documentation, insuring credit is received for exceptional memos, issuing stop-payments or purchase order revisions, paying employees b collect and verifying expense statements and requests for advances, preparing checks, reporting sales taxes by calculating requirements on paid invoices, coding invoices.
Employee Performance Goals Sample | |
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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 |
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WRITING SKILLS: Find a mentor who will provide support and guidance with writing and help to improve. Learn to draft my work first, modify it, and then set out to write the original content. | [employee comments goal] |
PHONE SKILLS: Ask appropriate questions and to seek for clarifications on issues not well understood. Use normal tone when making calls and do not to speak loud when it affects those around. | [employee comments goal] |
ADMINISTRATIVE SKILLS: Make sound decisions and judgment and not be biased in any way. Show willingness to learn on how to be a good leader and to use my leadership to inspire those that I serve. | [employee comments goal] |
LEADERSHIP SKILLS: Be an outstanding example that many can follow or copy Manage timely appropriately to make the best use of each day | [employee comments goal] |
PHYSICAL ABILITIES: Communicate effectively to pass the right information to all workmates Work on skills development that will grow the level of expertise | [employee comments goal] |
COMPETITIVENESS: Stop being afraid of trying and making mistakes but instead learn from the mistakes and change Work effectively with clients and show empathy towards their issues | [employee comments goal] |
TIME MANAGEMENT: Avoid being slowed down by attempting to do unrealistic amount work that should be delegated Seek assistance to solve a problem quickly instead of struggling and lagging behind | [employee comments goal] |
BUSINESS TREND AWARENESS: Put extra effort in attending conferences and local events that can increase chances of interacting with other professionals Encourage the use of smart analytics to track statistics, monitor competition, and analyze ranking in the market | [employee comments goal] |
PROCESS IMPROVEMENT: Show willingness to learn new procedures and encourage others to undergo training on new procedures Constantly use survey results to assess the impact of ongoing process improvement efforts | [employee comments goal] |
WRITING REPORTS AND PROPOSALS: Learn how to connect with the target audience when writing reports and proposals Employ proofreading and editing techniques to improve accuracy when writing reports and proposals | [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: |