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

An Operations Clerk is liable for performing general duties in a variety of businesses usually in offices. This post is highly relevant in every office and allows a smooth flow of activities without causing any hitches.

The primary responsibilities for this position include data entry, receiving payments for services or products provided, customer service and support, equipment maintenance, managing vendor communications efficiently, administrative practices and support, equipment maintenance for the entire office, overseeing incoming and outgoing emails and faxes while ensuring proper communication is carried out actually, sending out important memos in time, providing all the mails are posted or emailed at the right moment.

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.

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

[employee comments goal]

Show enough willingness to keep the personal workspace clean and tidy.

Make it a responsibility to report any issues that might be interfering with proper work organization.

[employee comments goal]

Try not to talk too fast or too slow that the audience cannot understand the intended message.

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

[employee comments goal]

Pay attention to employees who are learning new skills to make sure that they know what they are doing and that they have been properly trained

Pay close attention to suspicious and unusual behavior and challenge it before it becomes a safety hazard

[employee comments goal]

Ensure that your entire workforce is participating in training to support them

Develop a managerial style that seeks to honor and respect each employee for their worth

[employee comments goal]

Avoid constant interruptions and distractions that waste time meant for working on a project

Put more effort into finishing all tasks early to ensure they do not pile-up

[employee comments goal]

Provide timely and constructive solutions or advice to customers and make them feel they are fully understood

Involve management when a customer treats you disrespectfully and avoid taking matters into your own hands

[employee comments goal]

Learn to create a work-life balance and always schedule enough time for both work and non-work related activities

Maintain an updated list of activities and track all project schedules

[employee comments goal]

Learn more computer skills and learn how to use different data entry software packages

Put extra effort to work under pressure and tight deadlines

[employee comments goal]

Regularly practice how to use a wide range of tools and equipment properly

Put extra effort to complete tasks that have cost restraints and always meet all deadlines

[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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