CHRS Knowledge Base

Approve Goals (Manager)

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Overview

This job aid shows managers how to approve employee goals for ePerformance reviews and to complete the Goal Setting phase of the review cycle.

Before you start

Before you start, confirm that you have met with your employee to review and agree upon the goals.

Confirm goals and professional development

Step 1: On the Manager Self Service Homepage, click the Team Performance tile.

Manager self service homepage team performance tile

Step 2: Click Current Documents.

Current documents

Step 3: Click the annual evaluation for the employee.

Annual evaluaton row

Step 4: Click Update and Approve.

Update and Approve

Step 5: Review the goals on the Goals tab. Expand the goals to see the details.

Goals on the goals tab

Step 6: Click the Prof Development tab to review the Professional Development goals. Expand the goals to see the details.

Professional development goals

Approve Goals and Complete the Goal Setting phase

Before proceeding, ensure that you and the employee have both agreed upon the goals and that this phase is ready to finalize.

Step 1: Click Approve.

Approve button

Step 2: Click Confirm.

Confirm button

The Goal Setting phase now has a green circle with a white check mark to indicate that the phase is complete.

Goal setting phase is checked off
Reopen the Goal Setting phase (Optional)

You can reopen the Goal Setting phase after you have approved and finalized it.

Before you reopen the Goal Setting phase, meet with your employee to discuss the changes.

Step 1: Click the expander to expand the Goal Setting phase.

Current Documents - Google Chrome

Step 2: Click Reopen.

Current Documents - Google Chrome

Step 3: Click Reopen

Current Documents - Google Chrome

Step 4: Click Confirm

Current Documents - Google Chrome

Step 5: Update goals as needed, see: Define Goals (Manager).

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