Goals - Supervisor Instructions

Add a Custom Goal Via "Create Goal"

1. From the employee's goal plan, click Create Goal
2. Click Create from Scratch
3. Enter a Goal Name (i.e., brief description goal title)

4. Select the Category (i.e., Employee Goals or Professional Development Goal)Select the Category

   Enter a goal name

5. Enter your Goal Description nter your Goal Description

   1. Description should be concise but detailed.
   2. Recommend using the SMART technique (i.e., goals that are: Specific, Measurable, Attainable, Realistic, Timely).

   Select red X to delete tasks

6. Enter the Measure of Success (i.e., how the success of the goal will be measured). nter the Measure of Succes
   1. Remember the SMART technique when establishing the measure of success. Consider reviewing Best Practices in Goal Setting.
7. Enter the Start Date and End Date for the goal in the required format (MM/DD/YYYY)
8. If you so choose, you can enter a Progress Update, but clicking Add Row and filling in the date and comments sections.ptionalEnter start and end dates
9. kpell check o(Optional) Select legal scan in any of the text fields to have the language reviewed for suggested changes
10. Click the drop down under Goal Progress to choose where you are with the goal 
11. Click the drop down under Jayhawks Rising to choose the appropriate strategic alignment for that goal.Legal scan option
12. Select Save Changes to save the goal to the goal plan  Save changes

Add Pre-Templated Goal Via "Library Goal"

1. From the employee's goal plan, click Create Goal

2. Click Create from Library 

   Select the category

3. Browse through the available categories and sub-categories based on job family.
4. Select a Goal by selecting the checkbox to the left of the Goal Name and click Next. Select the sub-categorySelect the sub sub-category
5. To edit, click the pencil icon which gives you the option to edit the goal.  Columns for Goal Name and Measure of Success
6. On the next screen, notice that the Goal Name, Goal Description and Measure of Success are pre-filled from the Goal Library. Please edit those fields to meet your needs for the goal. Select red X to delete tasks
7. Enter the Start Date and End Date for the goal in the required format (MM/DD/YYYY)Spell check option
8. (Optional) Select legal scan in any of the text fields to have the language reviewed for suggested changes
9. Click Next (twice)Legal scan option
10. Select Save to save the goal to the goal plan  Select 'Save Changes'

Copy Goals

1. From the employee's goal plan, click Create Goal elect 'Add New' from top-right
2. Click Copy From Goal Plan select Copy From Another Goal Plan
3. Using the drop down pick the specific Goal Plan you want to copy from 
4. Click in the box next to the goal you wish to copy, then click Next Select Goal Plan to copy from
5. If you wish to edit the goal plan you may do so by clicking the pencil icon next to the goal name, when you are done click Next, then click CopySelect goal checkbox then select 'Copy'

Edit Goals

1. Select the blue ellipsis (i.e. three dots)to the right of the Goal Name to select the option to edit Select blue edit link to right of goal name
2. Make any necessary changes to any editable field (e.g., category, goal name, description, tasks, measure of success, dates)
3. Select Save Select 'Save Changes'

Delete Goals

1. Goals can only be deleted by the manager of the employee, select the employee you wish to edit goals for by viewing your team on the right
2. Select the vertical ellipsis (i.e., three dots) on the goal name tile Select the ellipsis in 'Action' column in top-right
3. From the dropdown menu, select Delete goalSelect 'Delete Goal'
   1. NOTE - The supervisor should always speak with the employee before deleting a goal from their plan.

How to Provide Progress Updates on Goals

Throughout the evaluation period, it is expected that the employee and supervisor provide progress updates and feedback on the established goals.

To provide progress updates:

1. Select the  Goal Name Select blue edit link to right of goal name
2. To provide a progress update, select Manage Progress Update in theupper right. Select + Add Progress Update
   1. Enter the date of the progress update in the Date Entered field Enter progress update date
   2. Enter comments in the Progress Comments field Enter progress comments
      1. Comments may include:
         1. What the employee has accomplished thus far
         2. Any additional action neededDelete progress updates via red X button
3. Select Save to save the progress update(s) and return to the Goal Plan Select save changes to save and return to Goal Plan
4. The progress updates will appear on the goal within the Goal Plan  Progress updates appear on Goal Plan

Cascade a Goal

Cascading a goal allows a supervisor to select a goal from their own goal plan and “cascade” or push their goal down to an employee that reports to them. The supervisor starts from their own goal plan.

1. From your own Goal Plan, select the the vertical ellipsis (i.e., three dots) to the left of the Goal Namem own goal plan, select checkbox to left of goal name

2. ith goal checked, select 'Actions' in top-right

   Select Cascade from the drop down. Select 'Cascade' in lower-right

3. From the fly-out window, select the checkbox next to the name(s) of the employee(s) you want to cascade the goal to. Then, select Next. Select checkbox to left of employee names to cascade to
4. The supervisor then has the option to edit the goal before cascading it.
5. Once any necessary changes have been made, select Next, then Cascadeany changes made, select 'Cascade'
6. Once the goal has been cascaded, a "Cascaded Goal" alert will show on the supervisor's Goal Plan
7. A "Cascaded by..." alert also displays on the Goal Plan of employees who received the cascaded goal

Review Goal Changes Made by the Employee

When a supervisor makes changes to a goal the employee will receive an email notification and an alert will show up on the goal plan. Additionally, when an employee makes changes to their goals, the supervisor will receive an email notification.

To view the changes that were made by the employee:

1. To view the changes that were made by the supervisor:
2. Select the goal, scroll to the bottom and on the right side click Audit History.Select 'View Goal Detail' to see changes
3. See the Audit History section for a history of goal changes 

Additional Goal Plan Functions

Select checkboxes for display option

1. Return to Goal Plan page
2. To print the Goal Plan, selectthe print icon in the top-right Select ellipsis below 'Action' column in top-right
3. Select the goals you wish to print, click Print
4. Select Save as PDFelect 'Print to HTML or PDF'
5. Save to your preferred location.