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:


  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 flexible and exhibit creativity in solving the problems of customers.

Prioritize your workload effectively depending on the needs of customers.

[employee comments goal]

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]

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]

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]

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]

Set personal goals that cultivate a team spirit in the business

Encourage one another especially during challenging times in the company

[employee comments goal]

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]

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]

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]

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]


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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