Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounts collector.

An Accounts Collector is responsible for acquiring records for debts owed to the company or individual as well as receiving the post payments to accounts and collecting debts. This position maintains the overall files on the financial status of customer accounts.

The primary responsibilities for this post are sending out notices to overdue accounts, keeping records on the financial situation of auditors, collecting payments and post to accounts, reaching out to customers with unpaid debt with an attempt to collect them, keeping track of delinquent accounts, advising customers of default consequences and debt repayment, trying to repossess merchandise if client has not paid the debt, setting up compensation plans according to their ability to pay, making personal visits if required to collect debts.

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

TEAMWORK SKILLS:

Learn to appreciate what other group members have put in.

Be more willing to compromise for the best interest of the team.

[employee comments goal]
ACCURACY:

Not to overwork which may end up compromising the quality of work.

Always to gather data and information in a correct and appropriate manner.

[employee comments goal]
ADMINISTRATIVE SKILLS:

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

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 focused on scheduling goals and share it out equally

Keep your personal needs last and let the team take precedence

[employee comments goal]
DEPENDABILITY:

Finish all the allocated tasks on time and submit them as per requirements

Handle all the tasks accorded with a professional view not overlooking any detail

[employee comments goal]
ORIENTATION TO WORK:

Learn to coexist with coworkers and the management for a peaceful office environment

Communicate clearly in both written and spoken format to leave no room for guesswork

[employee comments goal]
COMPETITIVENESS:

Take time each day to learn something new; listen to recordings on personal and professional growth topics

Volunteer in community activities in order to get a chance to interact with other people and learn something new

[employee comments goal]
FINANCIAL MANAGEMENT:

Develop a financial plan to make sure that cash flows seamlessly and that revenue ends up where it is needed

Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact

[employee comments goal]
TECHNOLOGY SAVVY:

Learn to utilize modern electronic devices to share and store data

Learn to integrate software and modern computing power when applying analytics to make strategic decisions

[employee comments goal]
TRAINING OTHERS:

Learn to concentrate in all training sessions and avoid distracters while learning

Develop a habit of seeking extra assistance from colleagues on complex concepts learned in training sessions

[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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