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

A Posting Clerk is responsible for recording details of business transactions and posts entries to the proper records.

The responsibilities of this position includes receiving payments for accounts, posting payments, processing refunds or account adjustments, making necessary notes on accounts, opening and processing mail, managing incoming and outgoing faxes, receiving all calls related to accounts, conduct research on misplaced data, locate payments, work with customers to keep them informed of the situation of their payments, calculating and maintaining records of the amount of money the customers owe a company, resolving any errors in calculations and billing, updating customers accounts when payments are received.

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


Give customers timely and constructive advice to help them make the right decision.

Not to put pressure or undue influence when closing a deal with a client.

[employee comments goal]

Ask appropriate questions and to seek for clarifications on issues not well understood.

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]

Look at things in different perspectives and angles and to develop alternative options.

Try to ask the right questions that will act as a guide to coming up with proper solutions.

[employee comments goal]

Do proper research to get accurate facts and figures before undertaking any task.

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

[employee comments goal]

Avoid dealing with the person one-on-one and demand that a third party be brought in order to avoid getting cornered in an argument

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]

Stop being afraid of trying and making mistakes but instead learn from the mistakes and change

Embrace teamwork as a way of sharing ideas and learning from others

[employee comments goal]

Organize the key information into checklists and check tasks off once they are accomplished in order to avoid mixing them up

Review tasks after completing and read the instructions again to make sure the tasks are done according to the instructions provided

[employee comments goal]

Put extra effort in following up with customers to ensure they are fully satisfied

Tactfully tell a customer no when the expectations or demands are unrealistic

[employee comments goal]

Constantly use data reduction and synthesis methods to understand the patterns in data

Learn to use appropriate data collection methods when gathering data

[employee comments goal]

Become more responsible and develop a positive attitude towards work

Learn more about data confidentiality and put more effort to improve knowledge in privacy issues

[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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