Goals - Supervisor Instructions
Last Updated: 9/19/2018
Access Direct Report's Goal Plan and Add a Goal
- Log in to MyTalent with your KU online ID and password
- You can access your direct report's Goal Plan via one of two options:
- Option 1: Select Goals in the "Performance" section Select 'Goals' in Performance section of homepage
- Option 2: Select Home in the top-left to open dropdown menu. Then, select Goals Select 'Home' then 'Goals'
- Both of the above options will take you first to your own Goal Plan.Access employee's goal plan via arrow to right of your name in top-left
- Select the employee's name from the People Selector section on the left.
- From there when you select an employee, you will arrive at the employee's Goal Plan. Example employee goal plan
- From the options detailed further in these instructions, add a goal by clicking Create Goal elect 'Add Goal'
- Select 'Library Goal'
Add a Custom Goal Via "Create Goal"
- From the employee's goal plan, click Create Goal
- Click Create from Scratch
- Enter a Goal Name (i.e., brief description goal title)
Select the Category (i.e., Employee Goals or Professional Development Goal)Select the Category
Enter your Goal Description nter your Goal Description
- Description should be concise but detailed.
- Recommend using the SMART technique (i.e., goals that are: Specific, Measurable, Attainable, Realistic, Timely).
- Enter the Measure of Success (i.e., how the success of the goal will be measured). nter the Measure of Succes
- Remember the SMART technique when establishing the measure of success. Consider reviewing Best Practices in Goal Setting.
- Enter the Start Date and End Date for the goal in the required format (MM/DD/YYYY)
- 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
- kpell check o(Optional) Select legal scan in any of the text fields to have the language reviewed for suggested changes
- Click the drop down under Goal Progress to choose where you are with the goal
- Click the drop down under Jayhawks Rising to choose the appropriate strategic alignment for that goal.Legal scan option
- Select Save Changes to save the goal to the goal plan Save changes
Add Pre-Templated Goal Via "Library Goal"
- From the employee's goal plan, click Create Goal
Click Create from Library
- Browse through the available categories and sub-categories based on job family.
- 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
- To edit, click the pencil icon which gives you the option to edit the goal. Columns for Goal Name and Measure of Success
- 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
- Enter the Start Date and End Date for the goal in the required format (MM/DD/YYYY)Spell check option
- (Optional) Select legal scan in any of the text fields to have the language reviewed for suggested changes
- Click Next (twice)Legal scan option
- Select Save to save the goal to the goal plan Select 'Save Changes'
Copy Goals
- From the employee's goal plan, click Create Goal elect 'Add New' from top-right
- Click Copy From Goal Plan select Copy From Another Goal Plan
- Using the drop down pick the specific Goal Plan you want to copy from
- Click in the box next to the goal you wish to copy, then click Next Select Goal Plan to copy from
- 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
- 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
- Make any necessary changes to any editable field (e.g., category, goal name, description, tasks, measure of success, dates)
- Select Save Select 'Save Changes'
Delete Goals
- 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
- Select the vertical ellipsis (i.e., three dots) on the goal name tile Select the ellipsis in 'Action' column in top-right
- From the dropdown menu, select Delete goalSelect 'Delete Goal'
- 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:
- Select the Goal Name Select blue edit link to right of goal name
- To provide a progress update, select Manage Progress Update in theupper right. Select + Add Progress Update
- Enter the date of the progress update in the Date Entered field Enter progress update date
- Enter comments in the Progress Comments field Enter progress comments
- Comments may include:
- What the employee has accomplished thus far
- Any additional action neededDelete progress updates via red X button
- Comments may include:
- Select Save to save the progress update(s) and return to the Goal Plan Select save changes to save and return to Goal Plan
- 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.
- 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
ith goal checked, select 'Actions' in top-right
Select Cascade from the drop down. Select 'Cascade' in lower-right
- 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
- The supervisor then has the option to edit the goal before cascading it.
- Once any necessary changes have been made, select Next, then Cascadeany changes made, select 'Cascade'
- Once the goal has been cascaded, a "Cascaded Goal" alert will show on the supervisor's Goal Plan
- 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:
- To view the changes that were made by the supervisor:
- Select the goal, scroll to the bottom and on the right side click Audit History.Select 'View Goal Detail' to see changes
- See the Audit History section for a history of goal changes
Additional Goal Plan Functions
Select checkboxes for display option
- Return to Goal Plan page
- To print the Goal Plan, selectthe print icon in the top-right Select ellipsis below 'Action' column in top-right
- Select the goals you wish to print, click Print
- Select Save as PDFelect 'Print to HTML or PDF'
- Save to your preferred location.