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

A Trade Compliance Clerk is liable for ensuring relevant trade compliance documents are in compliance with customs guidelines and regulations, auditing, tracking and processing customs brokers? fees as well as assisting in the maintenance of databases.

The primary duties of this role include maintaining and tracking import/export lo, filing and maintaining import/export records, keeping brokerage billing log and processing them for payment, assisting with reports relevant from the portal regarding the import activity, assigning new products and components to customers who wish to change, supporting trade compliance projects by creating and managing databases, assisting in creating and maintaining procedures for corresponding tasks.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  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

CUSTOMER ORIENTED:

Share company information with customers so that they can understand the goods and/or services provided.

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

[employee comments goal]
CRITICAL THINKING:

Properly evaluate my options by looking into all possible outcomes.

To continue researching and studying more to get more factual facts and figures that will guide my thinking.

[employee comments goal]
ACCURACY:

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]
DIPLOMACY:

Refrain from criticizing other employees when they don't agree with one's views and ideas

Share credits with others for accomplishments and offer constructive feedback to help others to improve on their weak areas

[employee comments goal]
CONSISTENCY AND RELIABILITY:

Consider maintaining a schedule book or appointment card or an electronic device with reminders to help one be on time

Be faithful and learn to keep other employees secrets in order to build a strong working relationship and a strong team

[employee comments goal]
RESULTS ORIENTATION:

Proactively look for ways to improve the team and own role within the team

Set challenging yet achievable goals and develop standards against which one will measure own behavior and performance

[employee comments goal]
BUSINESS ETHICS:

Participate in forums that discuss the role and importance of integrity and honesty

Find the right answers to all questions and avoid bluffing

[employee comments goal]
PROCESS IMPROVEMENT:

Constantly use the existing benchmarks to complete processes in accordance with the set standards

Eliminate steps that do not add value to a process and optimize the steps that add value to a process

[employee comments goal]
DATA ENTRY:

Become more responsible and develop a positive attitude towards work

Show willingness to learn more literacy and numeracy skills when working with data

[employee comments goal]
PRODUCT KNOWLEDGE:

Learn how to install and configure a wide range of products

Put enough effort to know the procedures and policies that guide products and services

[employee comments goal]

Summary

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:

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