Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a processing clerk.
A Processing Clerk is responsible for assisting businesses to fulfill product and service orders every time the consumers make purchases.
The duties for this role include interacting daily with customers, answering queries, building lasting relationships with clients, answer calls and collect order information, taking orders, using database to check the availability of products, checking shipping details that include mailing addresses and estimated delivery dates, ensuring all the requested items are involved in the shipment before it is sent to the customer, providing the requested merchandise is moved from the warehouse to the distribution delivery area, communicating with the inventory clerks, notifying them of any unusually large orders.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
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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] |
| VERBAL COMMUNICATION: Maintain strong and direct eye contact when talking to people. To be authentic in my speech and to make people appreciate my honesty and transparency. | [employee comments goal] |
| NEGOTIATION SKILLS: Show willingness to take more charge of negotiations and to direct it in a way that it should go. Practice active listening during the negotiation process to understand what the other party is trying to put across. | [employee comments goal] |
| PHONE SKILLS: To show the willingness of taking full control of a conversation especially if I am the one making the phone call. 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] |
| COLLABORATING WITH OTHERS: 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] |
| COOPERATION WITH COLLEAGUES: Set personal goals that cultivate a team spirit in the business Encourage one another especially during challenging times in the company | [employee comments goal] |
| FOLLOWING DIRECTIONS: Make sure to have all the information needed to accomplish a certain task before starting it Take time to understand the steps and their purpose and run through the process mentally before handling it physically | [employee comments goal] |
| CUSTOMER SERVICE: 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] |
| SCHEDULING: Apply the best practices and standards when scheduling projects and other activities Spend more time engaging in activities and thoughts that yield most results | [employee comments goal] |
| PRODUCT KNOWLEDGE: Shows little willingness to understand industry trends, terminologies, and concepts surrounding a product Learn to communicate information about products clearly and in a simple language | [employee comments goal] |
Summary |
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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: |