"Goals" for an employee allow a manager, supervisor, and administrator to add goals and track the progress of an employee.

The Actions drop-down menu will let you:

• Create Goal
• Submit Selected for Approval
• Approve Selected
• Deny Selected
• Mark Selected as Active
• Mark Selected as Inactive
• Delete Selected Record(s)

Creating a Goal

1. Click Create Goal from the Actions drop-down menu.

   

2. Enter the relevant information for the goal. Required fields will be highlighted in RED.

   

3. Click Save Goal when finished.

Changing Goal Status

Goals Pending Submission are goals that the employee has entered on their Employee Portal, but have not yet submitted for approval. Goals Pending Approval are goals that the employee has submitted, but their manager has not yet approved.

1. Click the checkbox to the far right of a goal.

   

2. Click the appropriate option for the goal from the drop-down menu.

   

   • Submit Selected for Approval - Mark each selected goal 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.
   • Approve Selected - Mark each selected goal 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 - Mark each selected goal 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.
   • Mark Selected Goals as Active - Mark each selected goal as Active. Any goals that should be considered in Reviews should be marked as Active.
   • Mark Selected Goals as Inactive - Mark each selected goal as Inactive. Any goals that should no longer be considered active goals should be marked as Inactive, not to be considered in Reviews.

Delete Selected Records

Only goals with a status of 'Pending' or 'Denied' can be deleted.

1. Click the checkbox to the far right of a goal.

   

2. Click Delete Selected Record(s) from the Actions drop-down menu.

   

3. Confirm the deletion.