Performance Management for Managers: Personal Goals

The Personal Goals tab allows managers to review, edit, and approve or deny the Personal Goals for their employees. By clicking on the name of an employee, the Personal Goals for that employee can be managed.

Performance_Management_-_Personal_Goals_-_02.png

Performance_Management_-_Personal_Goals_-_03.png

Managers can enter new goals and save them, which then puts them in a status of Pending Approval.  Managers can also click on existing goals and edit their settings.  In addition, managers can use the hyperlinks in the Actions section to perform an action on multiple goals at the same time.

Actions

  • Submit Selected Goals for Approval
    • Clicking this link will mark each goal (selected in the table below) as 'pending for approval' as well as update the Date Submitted for Approval field.
    • Submitting goals for approval will not automatically notify a manager. Generally, notifications are completed through a corresponding Workflow.  Employees and managers should periodically check their homepages to see if any workflows are pending.
  • Mark Selected Goals as Inactive
    • Clicking this link will mark each goal (selected in the table below) as Inactive. Any goals that should no longer be considered active goals should be marked as Inactive so as to not be considered in Reviews.
  • Mark Selected Goals as Active
    • Clicking this link will mark each goal (selected in the table below) as Active. Any goals that should be considered in Reviews should be marked as Active.
  • Delete Selected Goals
    • Clicking this link will delete each goal selected in the table below. Only goals with a Status of 'Pending' or 'Denied' can be deleted.
  • Approve Selected Goals
    • Clicking this link will mark each goal (selected in the table below) as approved.
    • Approving goals will not automatically notify the employee. Generally, notifications are completed through a corresponding Workflow. Employees and managers should periodically check their homepages to see if any workflows are pending.
  • Deny Selected Goals
    • Clicking this link will mark each goal (selected in the table below) as denied.
    • Denying goals will not automatically notify the employee. Generally, notifications are completed through a corresponding Workflow. Employees and managers should periodically check their homepages to see if any workflows are pending.
Was this article helpful?
0 out of 0 found this helpful