Collaborate on Goal Plans for Managers

Provides step-by-step instructions on how to collaborate with your employees during the goal setting period. Includes how to add goals, comment, submit, send back, and approve goal plans. 

Collaborate on Goal Plans for Managers

Goal Planning

Goal Planning simplifies the goal setting process by providing managers and employees with a single view into all the goals for an employee.

Goals are grouped into goal plans, which are tied to a specific review period. Employees can be added and removed from a goal plan. During the goal setting period, managers and employees collaborate on creating and modifying goals, providing feedback, and approving each goal in the goal plan. Employee Administrators have view-only access to employee goal plans.

Goal Planning Summary

During the goal setting period, employees and managers collaborate to edit and approve the goals in an employee's goal plan.

View and access employee goal plans on the Goal Planning page. Once a goal plan is created and assigned, the Goal Planning page includes the goal plan title, description, total number of goals, goal setting period, review period, and status. Selecting the Title link opens the selected goal plan.

Goal Planning Page
Note

When a review period is used for more than one goal plan, all goal plans for the review period are consolidated into one review.

Collaborate on Goal Planning - Managers

Employees and managers collaborate to set goals for a review period on the Goal Planning page. Once an employee submits a goal plan, managers can view specific goal details on the Goal Planning Details page.

Note

Goal plans assigned to a manager appear in the My To Do’s view.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

Or

Navigation:Menu > My Team > Talent Dashboard > My Direct Reports > Goal Plans

  1. Select a Goal Plan link for an employee. Goals assigned to the goal plan appear on the Goal Planning Details page.
  2. Review the status for each goal assigned to the goal plan. Goals assigned to a goal plan can be in one of three statuses: Private Draft, Ready for Review, or Approved.
    • Private Draft status is not viewable to the manager and indicates that the employee is actively working on getting the goal ready for approval.
    • Ready for Review status is viewable to the manager and indicates that the employee is ready for the manager to review and approve.
    • Approved status indicates that the goal has been reviewed and approved by the manager.
    Note

    Non-editable goals assigned by the manager automatically appear as Ready for Review.

Add a Goal to a Goal Plan - Managers

Managers and employees can add a goal to a goal plan for use in performance reviews.

When an employee submits a goal plan, a manager can add goals to a goal plan in one of three ways:

  • Add a New Goal
  • Add a Recommended Goal
  • Add an Existing Goal

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select a goal plan. Goals assigned to the goal plan appear.
  2. Select Add.
  3. Select one of three options: New Goal, Recommended Goal, or Existing Goal.
    • New Goal launches the Add/Change Goals page. Enter the information for the new goal and select Save. The new goal appears in the goal plan in Private Draft status.
    • Recommended Goal launches the Recommended Goals page. Select one or more goals to be added to the goal plan and select Add. The new goals appear in the goal plan in Private Draft status.
    • Existing Goal launches the Goals page. Select one or more goals to be added to the goal plan and select Add. The new goals appear in the goal plan in Private Draft status (if editable) or in Ready for Review status (if non-editable).

Remove A Goal From A Goal Plan

Managers can remove a goal from an employee's goal plan, but retain it for future use. Removing a goal does not delete the goal from the goal inventory.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select a goal plan. Goals assigned to the goal plan appear in the Goal Planning Details page.
    Remove Goal From Goal Plan
  2. Select one or more goals then select Remove. The goal plan appears with the updated list of goals.

Delete A Goal From A Goal Plan

Delete a goal from the goal inventory. When a goal is deleted, it will no longer be available for use.

NAVIGATION: Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select a goal plan. Goals assigned to the goal plan appear.
    Important

    Deleting a goal removes the goal from the goal inventory. Use the Remove button to remove the goal from the goal plan.

  2. Select one or more goals then select Delete. The goal plan appears with the updated list of goals.

Add a New Individual Goal to a Goal Plan - Managers

Add a new individual goal to a goal plan from the Add/Change Goals page.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select the Goal Title link of the goal plan. The Goal Planning Details page appears.
    Add Goal to Goal Plan
  2. Select Add. A prompt appears with the options: New Goal, Recommended Goal, or Existing Goal.
    Add a Goal Options
  3. Select New Goal. The Add/Change Goals page appears.
  4. At Title , enter a title for the goal.
  5. At Description , enter a description for the goal. The goal description length can be up to 5,000 characters.
  6. At the Category drop-down list, select a goal category. The goal category is associated with the specified goal.
  7. At Weight , enter the percentage goal weight, if needed.
  8. At the Status section, select whether the goal is Active or Inactive.
  9. At the Goal Type drop-down list, select a goal type. The goal type is associated with the specified goal.
  10. At the Corporate Goal Alignment drop-down list, select a goal alignment, only if the goal is aligned with a corporate goal.
  11. At the Organizational Impact drop-down list, select an organizational impact for the goal.
  12. Select This is a Stretch Goal, if necessary.
  13. At the Goal Dates section, enter the Start and Due dates of the goal.
    Note
    • Performance Reviews does not enforce these dates. Dates are for customer reference and tracking purposes only.
    • Goal Start and Due dates can be set as required fields in the Change Talent Management Settings page (Menu > System Configuration > Talent Management > Edit).
    • Goal Start and Due dates can be edited while a review is in progress.
  14. Select Save.
    Note

    The Goals Planning Details page displays goals in the goal plan for the employee. Select the Add/Change Goal Weighting link from the Things I Can Do section to apply goal weighting.

Add Existing Recommended Goals to a Goal Plan - Managers

Add existing recommended goals to a goal plan from the Recommended Goals page.

Specific goal information is available in this page, including title, description, goal category, goal type, created by, created date, start date, due date, goal weight, and status.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select the Goal Title link of the goal plan. The Goal Planning Details page appears.
  2. Select Add. A prompt appears with the options: New Goal, Recommended Goal, or Existing Goal.
  3. Select Recommended Goal. The Recommended Goals page appears.
  4. Select one or more recommended goals to add to the goal plan.
    Recommended Goals
  5. Select Add. The Goal Planning Details page appears with the newly added goal to the goal plan.
    Note

    Once the recommended goal is added to the goal plan, the new goal appears in the goal plan in Private Draft status.

Add Existing Individual Goals to a Goal Plan - Managers

Add existing individual goals to a goal plan from the Goals page.

Specific goal information is available in this page, including title, description, alignment, goal type, start date, start date, due date, goal weight, goal progress, goal status, created by, and created date.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

  1. From the Goal Planning page, select the Goal Title link of the goal plan. The Goal Planning Details page appears.
  2. Select Add. A prompt appears with the options: New Goal, Recommended Goal, or Existing Goal.
  3. Select the Existing Goal button. The Goals page appears.
  4. Select one or more individual goals to add to the goal plan.
    Goals Page
  5. Select Add. The Goal Planning Details page appears with the newly added goal to the goal plan.
    Note

    Once the existing individual goal is added to the goal plan, the new goal appears in the goal plan in Private Draft status.

Comment on a Goal Plan - Managers

Managers can enter comments for a goal plan from the Goal Planning Details page.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning > select goal > Goal Planning Details

  1. From Goal Planning Details page, select the Comments icon.
    Goal Plann Comments Icon

    The comments area appears.

  2. Enter comments about the goal plan then select Save. An email with the comments entered is sent to the recipient.
    Note

    When comments are available for viewing, the Comment icon appears with the number of unread comments available in red.

Send Goal Plans Back to Employees

Managers can send goal plans back to employees from the Goal Planning Details page.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning > select goal > Send Back

  1. From theGoal Planning Details page, select Send Back. A confirmation message appears.
    Send Goal Plan Back to Employee
    Note

    Goal plans can be sent back to the employee with both approved and unapproved goals.

  2. Select Ok. Select Ok again at the confirmation message.
    Note

    The goal plan process is a collaborative effort. The goal plan is designed to go back and forth between employee and manager, until both are satisfied with the goal plan.

Approve Goals

Once an employee submits a goal plan, managers approve goals from the Goal Planning Details page. The goal plan itself is also approved from the Goal Planning Details page.

Note

When an employee transfer occurs, the new manager is responsible for approving the goal plan.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

Or

Navigation:Menu > My Team > Talent Dashboard > My Reports

  1. Select an option to open the Goal Planning Details page:
    • From My Team, select My Employees. The My Employees page appears. Find an employee, and select Goal Planning, in the employee's Career & Education section. The Goal Planning page appears.
    • From the My Team section, select Talent Management > Talent Dashboard.
  2. Select the Goal Plan link for the employee. The Goal Planning Details page appears.
  3. Select a goal plan. Goals assigned to the goal plan appear on the Goal Planning Details page.
  4. Select one or more goals.
    Approve Goal Plan
  5. From the Actions bar, select Approve. The goal status for the goals selected updates to Approved.
    Note

    All goals must be approved before the goal plan can be approved.

Approve Goal Plans

After approving individuals goals, the entire goal plan must be approved.

Navigation:Menu > My Team > My Employees > select employee > Career & Education > Goal Planning

Or

Navigation:Menu > My Team > Talent Dashboard > My Reports

  1. Select an option to open the Goal Planning Details page:
    • From My Team, select My Employees. The My Employees page appears. Find an employee and select Goal Planning from the employee's Career & Education section. The Goal Planning page appears.
    • From the My Team section, select Talent Management > Talent Dashboard.
  2. Select the Goal Plan link for the employee. The Goal Planning Details page appears.
  3. Select a goal plan. Goals assigned to the goal plan appear in the Goal Planning Details page.
  4. From Goal Planning Details page, select the Approve button. A confirmation message appears.
  5. If all goals in the goal plan are approved, a confirmation appears for the manager to confirm approval of the goal plan.
    Aggregate Goal Plan Approval
  6. If all the goals in the goal plan are not approved, a confirmation appears for the manager to approve all goals and confirm approval of the goal plan.
  7. Select OK.

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