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

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

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

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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