Maintain Goal, Competency, Employee, and Manager Notes

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

Maintain Goal, Competency, Employee, and Manager Notes

Notes for Performance Reviews

The Goal Notes, Competency Notes, Employee Notes, and Manager Notes features enable you to comment on an employee's performance during and between performance reviews. You can add, edit, or delete these notes anytime.

  • Use the Goal Notes feature to add comments to an employee's 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 the performance review.
  • Use the Manager Notes feature to add notes that are visible to you. These notes are never visible to others in the performance review.

Goal Notes

The Goal Notes feature allows you to add notes and track progress (if enabled) on active goals for your employees. Goal notes are extremely helpful during a performance review process because they provide important insight into an employee's goal contributions throughout the review period.

Tip It is recommended that you access and update goal notes year-round from your Talent Dashboard. Goal notes are also available through the review.
Goal Notes through the Talent Dashboard

Add Goal Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Goals

  1. From My Direct Reports, select Goals.
  2. Select Notes at the goal for a direct report.
  3. Enter the goal note in the text box.
  4. At the Goal Progress field, enter a completion percentage for the goal.
  5. Select the access options for this note:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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.

  6. Select Post.

Edit Goal Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Goals
Note Only the person who made the entry can edit a goal note.
  1. From My Direct Reports, select Goals.
  2. Select Notes at the goal for a direct report.
  3. Select Edit at the note you want to change.
  4. Make any changes to the note text or visibility:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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.
  5. Select Save.

Delete Goal Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Goals
Note Only the person who made the entry can delete a goal note.
  1. From My Direct Reports, select Goals.
  2. Select Notes at the goal for a direct report.
  3. Select Delete at the note you want removed.
  4. In the dialog box, select OK.

Competency Notes

The Competency Notes feature allows you to add notes and evidence that demonstrate an employee's proficiency for active competencies. You must assign competencies to your employees before you can add a competency note.

Competency notes can be marked for inclusion in an employee's performance review and are helpful during the performance review process. These entries provide important insight into an employee's competency contributions throughout the review period.
Tip It is recommended that you access and update competency notes year-round from your Talent Dashboard. Competency notes are also available through the review.
Competency Notes through the Talent Dashboard

Add Competency Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Competencies

  1. From My Direct Reports, select Competencies.
  2. Select Notes at the competency for a direct report.
  3. Enter your note in the text box and select the appropriate visibility:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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 Competency Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Competencies
Note Only the person who made the entry can edit a competency note.
  1. From My Direct Reports, select Competencies.
  2. Select Notes at the competency for a direct report.
  3. Select Edit at the note you want to change.
  4. Make any changes to the note text or visibility:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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.

  5. Select Save.

Delete Competency Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Competencies
Note Only the person who made the entry can delete a competency note.
  1. From My Direct Reports, select Competencies.
  2. Select Notes at the competency for a direct report.
  3. Select Delete at the note you want removed.
  4. In the dialog box, select OK.

Employee Notes

The Employee Notes feature enables you to add employee comments and ongoing feedback at any time. Employee notes can be made available in an employee's review and are extremely helpful during the performance review process. These notes provide important insight into an employee's contributions during the review period.

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

Add Employee Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Employee Notes icon

  1. From My Direct Reports, select the Employee Notes icon for a direct report.
  2. Enter your note in the text box and select the appropriate visibility:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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 > My Team > Talent Management > Talent Dashboard > My Direct Reports > Employee Notes icon
Note Only the person who made the entry can edit an employee note.
  1. From My Direct Reports, select the Employee Notes icon for a direct report.
  2. Select Edit at the note you want changed.
  3. Make any changes to the note text or visibility:
    • Notes visible to Anyone are available to anyone with access to the employee record. Then you must select an option to include or exclude the employee's access.
    • 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 > My Team > Talent Management > Talent Dashboard > My Direct Reports > Employee Notes icon
Note Only the person who made the entry can delete an employee note.
  1. From My Direct Reports, select the Employee Notes icon for a direct report.
  2. Select Delete at the note you want removed.
  3. In the dialog box, select OK.

Manager Notes

The Manager Notes feature enables you to comment on an employee at anytime. These are only for you—they are never available to the employee or in a performance review.

Manager Notes through the Talent Dashboard

Add Manager Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Manager Notes icon

  1. From My Direct Reports, select the Manager Notes icon for a direct report.
  2. Enter your note in the text box.
    Note Manager notes are never available to employees.
  3. Select Save.

Edit Manager Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Manager Notes icon

  1. From My Direct Reports, select the Manager Notes icon for a direct report.
  2. Edit your note.
    Note Manager notes are never available to employees.
  3. Select Save.

Delete Manager Notes

Navigation:Menu > My Team > Talent Management > Talent Dashboard > My Direct Reports > Manager Notes icon

  1. From My Direct Reports, select the icon for a direct report.
  2. Delete the note in the text box.
    Note Manager notes are never available to employees.
  3. Select Save.