Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an account resolution analyst.
An Account Resolution Analyst is responsible for establishing and maintaining relationships with both internal and external clients to address inquiries, resolve issues and ensuring timely and accurate adjustments as they relate to invoices by the policies, procedures, and agreements that are set.
Essential functions for this post include generating reports for all facilities weekly and monthly while uploading into specified system, researching client relates inquiries and issues as required, providing backup or credit facilities due to the billing questions, generating, printing, uploading and distributing invoices for external customers, maintaining an accurate and complete up to date contact information, keeping records of researched information from client emails as well saving them to a shared public file drive, invoicing any miscellaneous charges.
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 |
|---|---|
| ADMINISTRATIVE SKILLS: Show willingness to learn new ways to perform my administrative functions professionally. Learn to attentively listen when others are talking and not to interrupt them in any way. | [employee comments goal] |
| INTERPERSONAL SKILLS: Learn to develop and build on my confidence and poise when expressing myself. Learn to be empathetic towards other people to understand what they are going through. | [employee comments goal] |
| LEADERSHIP SKILLS: Keep communication platforms open at all times to allow openness Don't be caught up in the small details and lose sight of the primary goals | [employee comments goal] |
| PHYSICAL ABILITIES: Stay updated on different types of equipment introduced to the company Set achievable or workable goals for daily accountability and achievement | [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] |
| ENTHUSIASM: Take action to build trust in order to improve comfort levels and strengthen relationships with other employees Learn to be patient in order to avoid disappointments and build a long-lasting enthusiasm | [employee comments goal] |
| TIME MANAGEMENT: Streamline tasks and processes, and create and implement timesaving strategies Meet all deadlines and make the best use of the available time | [employee comments goal] |
| CUSTOMER SERVICE: Provide timely and constructive solutions or advice to customers and make them feel they are fully understood Involve management when a customer treats you disrespectfully and avoid taking matters into your own hands | [employee comments goal] |
| TECHNOLOGY SAVVY: Encourage others to embrace the embrace the power of computers to process tasks more efficiently and accurately Learn to ask for assistance when faced with challenges related to operating modern electronic devices | [employee comments goal] |
| TRAINING OTHERS: Take advantage of training sessions to advance skill set and career Develop a habit of seeking extra assistance from colleagues on complex concepts learned in training sessions | [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: |