Goal Definition Process

Description

The Goal Definition Process allows employees to set their yearly goals. The Goal Definition Process is often sold in the HR Package with the Mid-Year Review Process and the Annual Review Process, bundled as the Goal and Performance Process.

The process consists of (1) Goal Definition; (2) Mid-Year Review; and (3) Annual Review. With Mid Year and Annual reviews tracked in ProcessEx, both the employee and their managers can monitor the employee's progress throughout the year.

With the Goal and Performance Process, employee goal definitions and reviews are stored electronically in a document repository. This allows for easy access to prior year's reviews for employee advancement, raises and other human resources needs.

Use Cases

• Kick off the Goal Definition Process by selecting those employees who are going to participate. Each participating employee receives a notice in their inbox.
• After receiving the task in their inbox to set their yearly goals, the employee downloads the yearly goals definition document and completes it, setting their annual goals. When completed, the employee uploads the document, clicking Submit to send it to their supervisor.
• Supervisor receives a notice in their inbox that a direct report has submitted yearly goals. The supervisor downloads the document, reviews the goal definitions, making any necessary revisions and uploads it, clicking Submit to send it to the Vice President for review.
• Vice President receives notice in their inbox that a supervisor has submitted yearly goals for an employee. The vice president downloads the document, reviews it approving it or rejecting it, then clicking Submit to send back to the supervisor for further action.
• If the Vice President approved the goal definition, the supervisor receives notice in their inbox that they are to hold an employee meeting for a direct report, to review and discuss the direct report's yearly goals. After the meeting, the supervisor clicks Submit to send the goal definition document back to the direct report. If the Vice President rejected the goal definition, Supervisor will revise and resubmit to the Vice President for review and approval.
• The employee receives their approved yearly goal definition in their inbox. The employee can download a copy for their files and reference throughout the year.

Features

• Ensure employee annual goal definitions are completed on time
• Set notifications for completing the annual goal definition, reminders of task due dates, escalate to a supervisor/manager when task falls behind due dates
• Select employees to participate in the goal definition process from a pre-loaded list of employees
• Ability to assign users for annual goal definition for new hires at any time during the year
• Electronically route the annual goal definition documents to the employeesand management
• Ability to preview the annual goal definition documents, download them, complete them, save them for personal files and upload them for management review
• Ability to save and close the annual goal definition documents for later completion
• Email notificationsto management when a direct report has submitted their annual goal definition
• Ability for managers to revise the direct report's annual goal definition and send it back to the direct report for review
• Ability for managers to reject the direct report's annual goal definition and send it back to the direct report for revisions
• Email notifications to the manager when they need to conduct a meeting with the employee on their annual goal definition
• Email notifications to the employee when their annual goal definition has been approved
• Store employee annual goal definitions in an on line document repositoryfor performance review and other HR related functions
• Provide specific instructions for setting the annual goals to help with employee training and onboarding
• Use your own employee goal setting documents in the Goal Definition Process

Selected Screen Shots

• Begin the goal definition process by naming the run and selecting the participants.

• Download the goal definition document and complete your goals for the year.

• Supervisor review, revision and approval or rejection of the direct report's goal definition.

• Vice President's review and approval or rejection of the employee's goal definition.

• Supervisor's notice to conduct employee meeting with a direct report to discuss yearly goal definition.

Workflow