Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accounts payable associate.
An Accounts Payable Associate is responsible for providing financial, administrative and clerical support by ensuring payments are completed and all expenses controlled by receiving payments, processing, verifying and reconciling invoices according to the established policies and procedures in an efficient, timely and accurate manner.
The major responsibilities include Settling processed work by validating entries and comparing system records to balances, charging expenses to reports and cost centers by examining invoices and recording entries, matching purchase orders to invoices and entering invoices into computer, paying employees by receiving and verifying expense reports for advances, preparing checks, paying vendors by monitoring discount opportunities, reviewing federal ID numbers, maintaining accounting ledgers by verifying and posting account transactions, protecting organization's value by keeping information confidential.
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 |
|---|---|
| CRITICAL THINKING: To carefully analyze and interpret information collected to draw reasonable inferences. Show willingness to improve on critical thinking skill by learning new techniques. | [employee comments goal] |
| ACCURACY: To always work in a very peaceful environment to ensure no distractions are entertained. Do not to tolerate any sloppy work at any given point. | [employee comments goal] |
| ADMINISTRATIVE SKILLS: To encourage and promote professionalism and proper work ethics on the entire staff members. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| COLLABORATING WITH OTHERS: Identify what every person is good at and pair them with the appropriate roles and tasks in order to help them succeed Constantly provide encouragement when team members accomplish their goals and positive feedback for different ways of improving | [employee comments goal] |
| PERSONAL GROWTH: Choose to be an active part of the growing company Have a plan and work it to see your dreams come true | [employee comments goal] |
| COMPETITIVENESS: Develop oneself as a resource for others by networking to find excellent contacts for future needs Volunteer in community activities in order to get a chance to interact with other people and learn something new | [employee comments goal] |
| RESULTS ORIENTATION: Learn how to identify the expected projects or goals results without the need for management's input Give priority to achieving results for the department or company but make sure that it does not conflict with own goals or agenda | [employee comments goal] |
| FINANCIAL MANAGEMENT: Work with an experienced money manager in order to know when one should invest profits or when one should plow the profits back to the business 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] |
| DIVERSITY AWARENESS: Put extra effort to promote professional development courses and forums that can enhance diversity Show more willingness to learn more about diversity issues and always set universally acceptable goals | [employee comments goal] |
| TRAINING OTHERS: Encourage team members to share concepts learned in training sessions Apply skills learned in training session to advance skill set and career | [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: |