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

A Reconciliation Clerk is responsible for balancing and reconciliation of internal and customer accounts as well as research and resolution of differences between issued item files and processed object files, production of financial reports for each of the accounts reconciled and contacting the customer regarding the reconcilement.

The essential functions of this position include processing, verifying and reconciling input documentation, performing verification and reconciliation of accounts, processing and reconciling transactions of complex nature, maintaining appropriate files, reports, documentation, and data, reconciling and rectifying customer ledger accounts, reconciling accounts receivable records with sales invoices, maintaining regular contacts with internal and external customers, ensuring follow-up action when necessary, reconciling and verifying bank deposits and payments.

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


Be committed to providing excellent customer service beyond what is expected to keep the clients satisfied.

Provide after-sales service to the clients after the conclusion of a sale.

[employee comments goal]

Weigh my words first before I speak them out to avoid saying unwanted things.

Listen well enough to be able to give constructive feedback to other people.

[employee comments goal]

Research well enough to gather factual information before setting out to solve a problem.

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

[employee comments goal]

Learn to develop and build on my confidence and poise when expressing myself.

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]

Create a group environment where people feel supported by their team members and constantly encourage them to keep moving forward

Have an agenda ahead of scheduling meetings in order to make sure that the time spent with team members is efficient and productive

[employee comments goal]

Accept the fact that there will always be difficult people, who seem to enjoy hurting others, and learn to deal with them

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]

Discuss all the possible options for a solution in a positive manner and assign further analysis for each option to each party

Pay careful attention to each party's concerns and avoid bringing issues that they feel not important to the joint meeting

[employee comments goal]

Understand what leadership and management means as well as their concept

Take an approach that keeps your team focused on their goals

[employee comments goal]

Set a timeline for each goal in order to identify and stick to specific actions that one needs to take to work towards that goal

Tell other people about own goals in order to get physical support or the necessary moral support to reach those goals

[employee comments goal]

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

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

[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:

Related Articles