Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a bookkeeper.
A Bookkeeper is responsible for maintaining records of financial transactions by establishing accounts, posting sales, ensuring legal requirements compliance.
The essential duties of this position include developing systems to account for financial transactions a chart or statements, defining bookkeeping policies and procedures, maintaining subsidiary accounts by verifying, allocating and posting transactions, balancing subsidiary accounts by reconciling entries, maintaining general ledger by transferring the subsidiary account summaries, balancing general ledger by preparing a trial balance, combining all entries, maintaining a historical record by filing documents, preparing the financial reports by collecting, analyzing and summarizing account information and trends, contributing to team effort by accomplishing related results as required, complying with the federal, state and local requirements.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| PHONE SKILLS: Ask appropriate questions and to seek for clarifications on issues not well understood. Manage my emotions well especially when handling an irate or upset caller. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: Learn to express views in a very clear, organized, and concise manner that people can understand. 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] |
| COLLABORATING WITH OTHERS: Create a group environment where people feel supported by their team members and constantly encourage them to keep moving forward Create synergy within the team, departments, and alliances across the company | [employee comments goal] |
| LEADERSHIP SKILLS: Invest in the unity of the team rather than conflict and disagreements Manage timely appropriately to make the best use of each day | [employee comments goal] |
| PERSONAL GROWTH: Develop a hunger for personal growth even as the business excels Be accountable to the management and showcase your daily or weekly achievement | [employee comments goal] |
| PHYSICAL ABILITIES: Stay updated on different types of equipment introduced to the company Learn new trends from coworkers who have experience handling such tasks | [employee comments goal] |
| COMPETITIVENESS: Keep looking for new ways to do things rather than saying something can't or won't be done Embrace teamwork as a way of sharing ideas and learning from others | [employee comments goal] |
| TIME MANAGEMENT: Streamline tasks and processes, and create and implement timesaving strategies Keep a well-organized record of upcoming deadlines and major events | [employee comments goal] |
| PROCESS IMPROVEMENT: Constantly use the existing benchmarks to complete processes in accordance with the set standards Show willingness to automate manual processes to enhance efficiency and accuracy | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Show willingness to learn how to prepare reports and proposals that persuade and provide information Integrate primary data and secondary sources accurately, persuasively, and logically 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: |