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

A Billing Specialist is liable for holding an administrative position in banks and financial institutions that develops, writes and sends out bills to customers from the information gathered by the company like the receipts, lists of sales and other financial records and calculates what charges are due.

The essential functions of this position include preparing, compiling and mailing bills for products paid for by the clients, responding to billing questions from the customers, entering data of orders into the system, providing information to the customer service and sales departments as required, performing daily financial transactions which include classifying, computing, posting, verifying and recording accounts receivable data, preparing and sending out invoice, bills and bank deposits.

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

CUSTOMER ORIENTED:

Be flexible and exhibit creativity in solving the problems of customers.

Prioritize your workload effectively depending on the needs of customers.

[employee comments goal]
WRITING SKILLS:

Find a mentor who will provide support and guidance with writing and help to improve.

Check my writing before presenting it to remove the various writing errors such as improper grammar.

[employee comments goal]
PHONE SKILLS:

To always speak in an inviting and positive tone to make the conversation relaxed and appealing.

Not to use slang word or inappropriate language during a phone conversation and to respond appropriately with words like yes or no.

[employee comments goal]
ACCURACY:

To always work in a very peaceful environment to ensure no distractions are entertained.

Ensure to proofread all the work before presenting it keenly.

[employee comments goal]
KNOWLEDGE OF COMPANY PROCESSES:

Stay aware of the company objectives and monitor current trends and developments that may affect implementation of its programs and plans

Promote a shared understanding of the company's needs and strategic direction to rally teams

[employee comments goal]
DEALING WITH DIFFICULT PEOPLE:

Stay calm and be aware of the fact that one will never win an argument with a difficult person

Stay out of difficult people's businesses and out of their way and avoid talking about them or to them as much as possible

[employee comments goal]
COMPETITIVENESS:

Keep looking for new ways to do things rather than saying something can't or won't be done

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

[employee comments goal]
FINANCIAL MANAGEMENT:

Become knowledgeable about the different types of loans available in order to make an informed decision

Review the company's accounts payable schedule regularly in order to determine how well the company is keeping up with its credit obligations

[employee comments goal]
CUSTOMER SERVICE:

Address inquiries as quickly as possible and give explanations in case of delays

Prioritize your workload effectively based on the needs of a customer

[employee comments goal]
DATA ENTRY:

Show willingness to improve typing skills and learn how to type more accurately and faster

Put extra effort to work under pressure and tight deadlines

[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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