Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an invoice control clerk.
An Invoice Control Clerk is liable for checking the accuracy of the purchase order with the seller invoices and supporting documents provided to verify the accuracy of billing data and ensure receipt of the items ordered.
The primary roles for this position includes compiling data from vendor invoices, collecting supporting documents to verify accuracy of billing data, ensuring receipt of items ordered, comparing invoices to ensure compliance with the company's policies and procedures, following up on invoices and credit memorandums, recording data in control records, computing figures to determine prices and discounts, contacting buyers regarding errors in partial or duplicate process or substitutions, maintaining files of returnable items received from or those returned to vendors, writing checks, preparing vouchers authorizing payments to the suppliers.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| WRITING SKILLS: Conduct proper research before I undertake any form of writing to use acceptable facts and information. Check my writing before presenting it to remove the various writing errors such as improper grammar. | [employee comments goal] |
| NEGOTIATION SKILLS: Learn to maintain my composure in case a negotiation process gets out of hand or gets heated. Practice active listening during the negotiation process to understand what the other party is trying to put across. | [employee comments goal] |
| ACCURACY: To always be keen when given any instructions to undertake. Always to gather data and information in a correct and appropriate manner. | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Explain and convince other employees of the need for adaptation and change of structures, policies, and methods Manage compliance, ethical and other issues in order to protect the company's reputation and respect its obligations | [employee comments goal] |
| MULTI-TASKING: Use tools and apps such as tangible reminders that help one to keep focused on the tasks at hand Give full attention to the task that one is doing to avoid spending more time than estimated and increase efficiency | [employee comments goal] |
| COMPETITIVENESS: Take time each day to learn something new; listen to recordings on personal and professional growth topics Work effectively with clients and show empathy towards their issues | [employee comments goal] |
| FINANCIAL MANAGEMENT: Create a budget for cash flow to make sure that the company can pay its expenses comfortably and that revenues and expenses are managed proactively Regularly deposit some of the company's earnings into a savings account in order to build a cash reserve that the company can fall back on in case of unexpected expenses | [employee comments goal] |
| CUSTOMER SERVICE: Learn to maintain self-control when dealing with customers who are objecting Avoid using pressure to close a deal or to influence the decision of a customer | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Acknowledge cited works and learn how to use the appropriate referencing styles Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals | [employee comments goal] |
| DATA ENTRY: Demonstrate more willingness to work efficiently in a team and independently 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: |