Performance Review - Goal Planning

Goal Planning sections allow users and managers to create goals for a future goal period. Goals can be created, edited, and removed from this section. All goals are automatically approved and added to the user's goal page when the review is completed.

Performance Review Details

At the top of the performance review, the following performance review details are displayed:

  • Performance Review Title - The performance review title is configured by the administrator when the review is created.
  • Reviewee Photograph, Name, and Title - The reviewee's photograph, name, and position title are displayed. Click the user's name or photograph to open their Universal Profile in a separate window. See Universal Profile - Bio Overview.
  • Review Period - The time period for which the reviewee is being reviewed is displayed.
  • Step Progress - As sections within the review step are completed, the step progress is updated to reflect the completion percentage. Sections that require data to be entered are considered complete once all required fields in the section are completed. When a reviewer views a section that does not require any information, the section is considered complete when the reviewer views the section. Note: The Overview page is not included in the completion percentage.

Options

Depending on the configuration of the performance review and the reviewer's permissions, options may be available from the Options drop-down menu. See Performance Review - Options Drop-down Overview.

Performance Review Sections

On the left side of the performance review, the navigation menu displays all sections along with their completion status. Reviewers can click a section tab to access the section. See Performance Review - Review Sections.

View Current Goals

Goal Planning sections can be configured to display the reviewee's current goals. Note: Goals that are pending approval are not displayed in the Goal Planning section. If the Goal Planning section is configured to display the reviewee's current goals and if Goal Preferences allow goals to be edited after creation, then the reviewer can edit or cancel existing goals.

  • A user completing a self-review can edit or cancel their goals. If goal approval is required, then users can request goal modification approval or goal cancellation approval.
  • A manager completing a manager review can edit or cancel their subordinate's goals. Managers can also approve or deny goal modification or cancellation, which opens the Approve/Deny pop-up.

To view additional goal details, click the more link below the goal details. To hide the additional details, click the show less link.

Note: When a performance review step is reopened, Goal Planning sections reflect the latest goal planning information. See the Reopened Steps section below for additional information.

Add Goal

To add a goal, click the Add Goal button. This opens the Create Goals pop-up where you can configure the goal. Reviewers can add as many goals as necessary. Goals that are created within a performance review are automatically approved when the performance review is completed. See Goal - Create/Edit.

Edit Goal

To edit an existing goal, click the Options drop-down icon to the right of the goal title. Then, select Edit. This opens the Edit Goal pop-up where you can edit the details of the goal. See Goal - Create/Edit.

Delete Goal

To delete an existing goal, click the Options drop-down icon to the right of the goal title. Then, select Delete. This opens the Delete pop-up. Click Delete to confirm the deletion. Or, click Cancel to cancel the deletion.

View Goal History

To view the history of a goal, click the Options drop-down icon to the right of the goal title. Then, select View History. This opens the History pop-up for the goal. See Goal - View History.

Shared Goals

If the Goal Planning section is configured to include shared goals, then any shared goals that overlap with the performance review period are displayed in the goal planning section. Shared goals are read-only. An asterisk (*) appears to the left of the goal title to indicate that it is a shared goal.

Goal Weight Validation

If the Goal Planning section is configured to include goal weight validation, then the total weight of all goals is displayed and should equal 100%. If shared goals are displayed, then the weight of shared goals is included in the total. Note: The total goal weight includes all non-shared goals, including any goals that are in Draft status or created within the performance review.

If the Goal Planning section is configured to include goal weight validation, and the reviewer attempts to submit a performance review when the total goal weight does not equal 100%, a warning pop-up is displayed. The reviewer can click OK to submit the review or click Cancel to cancel the submission.

Approve/Deny/Cancel Goal

If a reviewee adds or edits a goal that requires manager approval, the manager can approve, deny, or cancel the reviewee's goal addition or edit. The following action buttons appear below the goal that requires approval:

  • Cancel Goal - Click this button to cancel the goal. The Cancel Goal pop-up appears to confirm the action. Once a goal is cancelled, this cannot be undone. This option is only available for added goals.
  • Deny - Click this button to deny the addition or the modification. An Edit Goal pop-up appears to display the changes that were made to the goal. This option is only available for edited goals.
  • Approve - Click this button to approve the addition or the modification. An Edit Goal pop-up appears to display the changes that were made to the goal.

Comments

Depending on the configuration of the Goal Planning section, reviewers may have the ability to add comments to a Goal Planning section. When commenting is enabled, reviewers can add a comment for each goal. This enables a user and manager to have discussions regarding future goals within the Goal Planning section.

The Goal Planning section allows only one comment per goal per user and does not support threading.

The character limit for comment fields is 10,000.

  • To check the spelling of the text box contents, click the ABC icon in the text box toolbar. This opens the Spell Checker pop-up.
  • If you have a need to copy and paste content into a performance review, please be sure to right-click the field into which you are pasting the content, and select the "Paste" option. You can also perform the same action by pressing [Ctrl]+[Shift]+[V]. This will ensure any formatting HTML does not get inserted into the text.

When adding a comment, an HTML white list is used for the Comments field. Only certain HTML tags will be rendered. All other tags will not be rendered and the tags will display as text. See Safe Listed Customizable Elements.

If a non-peer reviewer (manager, indirect manager, custom relationship, or self) adds comments and saves the performance review task, then the reviewer's comments are visible to other reviewers. If a reviewee is completing a self review after another non-peer reviewer has added comments and saved their review, then the reviewee can view the other reviewer's comments. This applies if a self review step is reopened.

Navigation Buttons

The following buttons are available at the bottom of the page:

  • Back - This button takes users to the previous step of the performance review. This button is not available on the first page of the performance review.
  • Save and Exit - This button saves the reviewer's progress and exits the performance review.
  • Save and Continue - This button saves the reviewer's progress, validates all selections and comments, and proceeds to the next step of the performance review. This button is not available on the final page of the performance review.
  • Submit - This button submits the performance review. This button is only available when all sections of the performance review are complete. Once the task is submitted, you cannot modify the review task unless multiple submissions are allowed for the review task.

Depending on the configuration of the performance review task, the reviewer's selected ratings may be visible to the system administrator as soon as the review task is saved. This includes when the performance review is automatically saved by the system. This enables the administrators to begin utilizing the data for calibration purposes while the review step is in progress.

When a reviewer is editing a reopened step or a submitted review step that allows multiple submissions, the performance review Save button labels are updated to more clearly indicate that the Save options do not finalize any of the ratings.

  • The Save and Exit button is renamed to Save as Draft and Exit.
  • The Save and Continue button is renamed to Save as Draft and Continue.

When in read-only mode, the available buttons are Back, Exit, and Next.

Reopened Steps

When a performance review step is reopened, Goal Planning sections reflect the latest goal planning information, including any goals that have been added or modified in later steps within the performance review task.

Once modifications are made to the Goal Planning section and this section is saved, these updates are reflected in reopened steps even if the reviewer does not complete their step. However, goals added by parallel step owners are never visible to reviewers in parallel steps.

Use Case:

  1. Frank is a sales representative at Acme Corp., and he recently completed his annual performance review, which contained a Goal Planning section.
  2. Frank's manager completes the Manager Review step in the performance review task and adds two new goals to Frank's Goal Planning section.
  3. Frank's manager wants Frank to review the newly added goals before the performance review task is complete, so he reopens Frank's performance review step.
  4. Frank opens the Goal Planning section of his performance review and sees the two goals that his manager added. Frank is able to make edits to the newly added goals prior to submitting his performance review.