CHRS Knowledge Base

Define Goals (Manager)

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Overview

This job aid shows managers how to define goals for their employee's ePerformance evaluations.

Background

During the goal-setting phase, the manager and employee will have the opportunity to add goals and review competencies, and add professional development for the evaluation period. The manager can also add competencies. This phase will be used as a tool to assist employees in meeting their yearly goals and should be used as an opportunity for employee and manager to discuss their expectations for the year.

Expand or collapse content Define goals for your employee

Step 1: On your Manager Self-Service Homepage, click Team Performance tab.

Team Perofrmance tab

Step 2: Click Current Documents.

Curent documents

Step 3: Click the row to select the Annual Evaluation for that employee.

Select a document

Step 4: Under the Goal Setting navigation, click Update and Approve

Update and approve

Step 5: On the Goals tab, click Add Goal.

Add goal link

Step 6: Select "Add your own goal," then click Next.

Add your own goal, next button

Step 7: Complete the goal:

  1. Enter the title for the goal.
  2. Enter a description for goal details.
  3. Enter Employee Measurement to enter the measurement criteria for the specific goal for the specific employee.
  4. Enter the goal End Date.
  5. Click Add.

The Employee Measurement field title is offset from the text window.

Goal form
Expand or collapse content View and Add Competencies

View Competencies

You can view competencies and optionally add competencies.

Step 1: Click the Competencies tab.

Competencies tab

Step 2: To view the competency, click the expansion icon to expand the competency.

Section 2: Competencies

Add a Competency

Some employees can have more competencies. Use this procedure to add competencies to the list.

Step 1: Click Add Competency.

Add competency link

Step 2: On the Add a Pre-Defined Competency page:

  1. Select a Content Group.
  2. Click Search.

The three content groups are:

  • Lead/Coordinator
  • MPP/Executive
  • Staff (Individual Contributor)
Add a Pre-Defined Competency page
  • The search returns the list of predefined competencies in that Content Group.

Step 3: In the Search Results:

  1. Click the check box to select a competency to add. You can add more than one.
  2. Click Add.
Search results showing competencies

Step 4: Confirm that the new Competency is listed in the list of competencies for the employee.

New competency is added to the list
Expand or collapse content Add Professional Development

You can create professional development goals for your employees.

Step 1: Click the Prof Development tab.

Prof development tab

Step 2: Click Add Professional Development.

Add professional development goal link

Step 3: Select "Add your own Professional Development," then click Next.

add your own professional development

Step 4: Complete the form:

  1. Enter a title (Required).
  2. Enter a description (Optional).
  3. Click Add.
Professional Development form

Step 5: When you are finished with your goals, click Save.

Save button

What do do next?

  1. Ensure that your employee has completed the employee goal-setting task.
  2. Schedule an appointment to review the goals.

End of article

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