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

A benefits analyst will take the primary role of analyzing and communicating the benefits plans to the corporate employees. He or she will ensure that all relevant policies are well understood by both, the benefits providers, the employers and the employees. In addition, he or she will get to participate in management decisions that pertain to benefits plans and programs.

Daily duties that he or she will also get to undertake include; evaluating current benefits plans and proposing changes where necessary, develop reports and present them to all stakeholders to keep them updated, ensure strict compliance of all benefits plans, resolve any outstanding benefits issues that might arise, maintaining benefits database, and participating in budget formulation.

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


Learn to figure out different possible options of solving problems on a short, medium and long-term range.

Learn always to try to find alternative solutions to solving a particular problem.

[employee comments goal]

Acknowledge other people's rights and remember that everyone has a right to exercise own emotions including anger

Explore alternative solutions to problems and look for ways to prevent them in future

[employee comments goal]

Look for ways to help colleagues who are hurting and in distress

Stop giving in to negative thinking but challenge the negative thoughts by looking for evidence against them

[employee comments goal]

Take an honest look at one's own strengths and weaknesses, look at past performance reviews and actively work on improving the weak areas

Improve self-motivation by setting aspiring goals, determining specific actions to achieve them and rewarding oneself for every milestone along the way

[employee comments goal]

Get trusted colleagues to check one's work and provide feedback in order to work on mistakes before submitting

Keep project details into perspective and be ready to get down to a microscopic level if needed

[employee comments goal]

Break down the complex tasks into smaller, manageable parts in order to remain focused and avoid being overwhelmed

Make a journal for every day's efforts in order to keep track of one's achievements and improve chances of achieving goals

[employee comments goal]

Set goals that are realistic and exciting in order to feel motivated to achieve them

Work closely with underperforming team members in order to identify where the problem is and try to solve it in order to make them more productive

[employee comments goal]

Check the team's schedule to see if there are tasks that one could cut to give team members more time to concentrate on higher-priority tasks

Fix mistakes as soon as they occur and devise ways to prevent them from occurring again

[employee comments goal]

Show willingness to build and nurture relationships and create more time to meet others

Reach out to people regardless of their roles and always acknowledge the efforts made by others

[employee comments goal]

Volunteer in community activities within the community that supports the venture

Survey customers and prospects and put more effort in offering them personalized attention

[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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