Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a collections clerk.

A Collections Clerk is tasked with calling out the delinquent customers to collect overdue payments from credit card companies, public and private businesses and some independent contractors. This position requires firm yet polite clerks who keenly follow the company's pre-established guidelines and instructions all the time.

The principal roles of the post include researching, compiling, maintaining and managing data that is related to collection efforts, contacting customers to resolve billing issues, coordinating resolution of the past due accounts by arranging for payment, issuing debt commitment letters, monitoring cash on delivery or COD roll payments, contacting customers regarding overdue accounts, determining reasons for non-payment, satisfying collection activities to maximize cash receipts, negotiating the return of unpaid merchandise, issuing credit hold notifications, repossessing merchandise when payment is unlikely.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  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


Learn to maintain my composure in case a negotiation process gets out of hand or gets heated.

Show great commitment towards achieving acceptable and beneficial agreements after negotiating.

[employee comments goal]

Learn to appreciate what other group members have put in.

To have a winning mentality, to appreciate others when they win, and to accept when we lose.

[employee comments goal]

Undertake more research on issues by seeking to find accurate and factual information

Show more assertiveness and decisiveness when dealing with problems and coming up with solutions.

[employee comments goal]

Learn to express views in a very clear, organized, and concise manner that people can understand.

To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough.

[employee comments goal]

Promote and encourage colleagues to keep up-to-date with the company's rules, decision-making bodies, networks, structures, power relationships and environment

Understand the nature and limits of related companies and government agencies and use that knowledge to influence or lead others

[employee comments goal]

Be a loyal person that the company and coworkers can delight in

Set workable personal goals that can be achieved within the set time

[employee comments goal]

Develop a hunger for personal growth even as the business excels

Respect the company's decisions and policies working towards them not against them

[employee comments goal]

Look for new ways of handling multiple tasks and tolerating time pressure

Show willingness to learn new skills that increase efficiency by frequently attending self-improvement seminars and training

[employee comments goal]

Provide timely and constructive solutions or advice to customers and make them feel they are fully understood

Prioritize your workload effectively based on the needs of a customer

[employee comments goal]

Encourage others to embrace the embrace the power of computers to process tasks more efficiently and accurately

Embrace computers to execute repetitive, multiple, and complex tasks efficiently

[employee comments goal]


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


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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