Self Evaluations


 

Employee Set Goals

 

Overview 

This article will show you how employees can set their own goals.

Important Note

If the Employee cannot view the Add [Item] button, then a back-end Administrator will need to disable Employee Section Locked

employee_set_goals_employee_section_locked.jpg

Instructions

  1. Log into the front-facing site 
  2. Navigate to Performance Management
    employee_set_goals_performance_management.jpg
  3. Click on the Review you want to add items to
    employee_set_goals_select_review.jpg
  4. Under a tab, click Add [Item]
    employee_set_goals_add_key_competencies.jpg
    • Note: The Item will vary based on which tab you are on.
  5. Click Select from Library
    employee_set_goals_select_from_library.jpg
    • Note: Alternatively, manually add a new goal:
      • Create a Title and Description, then hit Save Evaluation
        employee_set_goals_fill_in_fields.jpg
  6. In the new Create Item pop-up, select a Category Title
    employee_set_goals_select_category.jpg
  7. Click the record to add
    employee_set_goals_select_competency.jpg
  8. Click Save [Item]
    employee_set_goals_save_competency.jpg



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