Maintain Goal, Competency, and Employee Notes

Provides step-by-step instructions for employees on observations and journaling.

Maintain Goal, Competency, and Employee Notes

Notes for Performance Reviews

The Goal Notes, Competency Notes, and Employee Notes features enable you to comment on your performance during and between performance reviews. You can add, edit, or delete these notes at any time.

  • Use the Goal Notes feature to add comments to your goals. When the goal progress feature is enabled by your administrator, you can track goal progress by percentage complete for each goal.
  • Use the Competency Notes feature to add comments to a competency.
  • Use the Employee Notes feature to add notes that are visible to you. You can also mark employee notes as visible to others in your performance review.

Goal Notes

The Goal Notes feature allows you to add notes and track progress (if enabled) while working on active goals. Goals are extremely useful during a performance review process because they provide important insight into your goal contributions through the review period.

Tip It is recommended that you access and update your goal notes year-round from the Career & Education menu. You can also access your goal notes through your review.
Goal Notes through Career & Education

Add Goal Notes

Navigation:Menu > Myself > Career & Education > Goals

  1. Select Goal Progress at the goal that needs a new note.
    Note When the Goal Progress feature is enabled, the Notes column is renamed to Goal Progress so that you can add a goal note and update goal progress at the same time.
  2. Enter your note in the text box and update the goal progress percent complete (if needed).
  3. Select who can view this note:
    • Notes visible to Anyone are available to anyone with access to your employee record.
    • Notes visible to Only Me are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  4. Select Post.

Edit Goal Notes

Navigation:Menu > Myself > Career & Education > Goals
Note Only the person who made the entry can edit a goal note.
  1. Select Goal Progress at the goal that needs a note changed.
    Note When the Goal Progress feature is enabled, the Notes column is renamed to Goal Progress so that you can add a goal note and update goal progress at the same time.
  2. Select Edit at the note you want to change.
  3. Make any necessary changes to the note text or visibility:
    • Notes visible to Anyone are available to anyone with access to your employee record.
    • Notes visible to Only Me are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  4. Select Save.

Delete Goal Notes

Navigation:Menu > Myself > Career & Education > Goals
Note Only the person who made the entry can delete a goal note.
  1. Select Goal Progress at the goal that needs a note removed.
    Note When the Goal Progress feature is enabled, the Notes column is renamed to Goal Progress.
  2. Select Delete at the note you want removed.
  3. In the dialog box, select OK.

Competency Notes

The Competency Notes feature allows you to add notes and evidence demonstrating your proficiency while working toward active competencies. Competencies are assigned to you.

Competency notes can be marked for inclusion in your performance review and are helpful during the performance review process. These entries provide important insight into your competency contributions throughout the review period.
Tip It is recommended that you access and update your competency notes year-round from the Career & Education menu. You can also access competency notes through your review.
Competency Notes through Career & Education

Add Competency Notes

Navigation:Menu > Myself > Career & Education > Competencies

  1. Select Notes at the competency that needs a new note.
  2. Enter your note in the text box and select who can view the note:
    • Notes visible to Anyone are available to anyone with access to your employee record.
    • Notes visible to Only Me are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  3. Select Post.

Edit Competency Notes

Navigation:Menu > Myself > Career & Education > Competencies
Note Only the person who made the entry can edit a competency note.
  1. Select Notes at the competency that needs a note changed.
  2. Select Edit at the note you want to change.
  3. Make any necessary changes to the note text or visibility:
    • Notes visible to Anyone are available to anyone with access to your employee record.
    • Notes visible to Only Me are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  4. Select Save.

Delete Competency Notes

Navigation:Menu > Myself > Career & Education > Competencies
Note Only the person who made the entry can delete a competency note.
  1. Select Notes at the competency that needs a note removed.
  2. Select Delete at the note you want removed.
  3. In the dialog box, select OK.

Employee Notes

The Employee Notes feature enables you to provide general comments about your performance. Employee notes can be made available in your review and are extremely helpful during the performance review process. These notes provide important insight into your contributions during the review period.

Tip It is recommended that you access and update your employee notes year-round from your Talent Profile. You can also access employee notes through your review.
Employee Notes through the Talent Profile

Add Employee Notes

Navigation:Menu > Myself > Career & Education > Talent Profile > Employee Notes

  1. From the Talent Profile, select Employee Notes.
  2. Enter your note and select who can view the note:
    • Notes visible to Anyone are available to anyone with access to your employee record.
    • Notes visible to Only Me are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  3. Select Post.

Edit Employee Notes

Navigation:Menu > Myself > Career & Education > Talent Profile > Employee Notes
Note Only the person who made the entry can edit an employee note.
  1. From the Talent Profile, select Employee Notes.
  2. Select Edit at the note you want to change.
  3. Make any necessary changes to the note text or visibility:
    • Notes visible to  Anyone  are available to anyone with access to your employee record.
    • Notes visible to  Only Me  are available only to you.
      Note The Visible from Review checkbox is selected by default but can be deselected if the note should not appear in a review.
  4. Select Save.

Delete Employee Notes

Navigation:Menu > Myself > Career & Education > Talent Profile > Employee Notes
Note Only the person who made the entry can delete an employee note.
  1. From the Talent Profile, select Employee Notes.
  2. Select Delete at the note you want removed.
  3. In the dialog box, select OK.