Guide To Goal Manager

Basic Functions Sort Business Goals By Year Business Goals Summary Screen defaults to all goals, sorted by year. You can change this view by clicking the desired year. To revert to default view, click ALL. ALL Create  Click Create new goal. Note: Business Goal year defaults to 2005. Use the dropdown to change year.  Enter information. 'Goal Name' is required.  Click Save goal. Edit Business goal details are editable while goal is in Draft status. (Status Report can be edited at any time.) To edit the goal detail of an Approved business goal  Click goal name.  Change Goal Status from Approved to Draft.  Edit information. Note: You may edit a Personal Dvlp goal at any time Status Reporting  Click goal name  Add information Status Report information can be added at any time. See Print Options for more information Delete • Check the Select box to the left of the goal(s) to delete.  Click Delete selected goal. Note: A deleted Archived Goal cannot be restored. Copy Business Goal Click goal name.  Click the dropdown next to Copy Goal to Year.  Select year. Note: The new copy will be in Draft status, with blank status report fields. Archive  Click goal name.  Change Goal Status to Archived NOTE: Archived goals cannot be edited or re-activated.

About Supporters Many goals require active support from key individuals. Use this feature to share goal information with employees that must actively support your goal. Supporters are able to view/print goal detail. Supporters are not able to edit your goal detail. Note: Do not list your manager or your direct reports as a supporter. Add Supporter • Click goal name.  Click Edit Supporters.  Enter the last name of the individual, click Search.  Select the individual's names from the Search Results.  Click Add Supporter, then Exit To View Goals You Support • Click Goals I Support  Check the Select box to the left of the goal(s) to review.  Select appropriate option from the Print/View dialog box.

Print/ view Options Identify the name of the desired goal report option from the Print/View Options dialog box. Note: You can print the report or save the report as an HTML file to your PC. Goal Status Report – Documents current status of your goal(s). Includes: goal name, due date, goal status, and the quarterly status report fields Goal Detail Report - Provides detailed documentation of your goal(s). Includes: goal name, date due, goal category/scorecard (business goals only), goal status, expectations, measures, supporters, plan (business goals only), learning plan (personal dvlp goals only), and quarterly status report. Goal Briefing Report - Provides a high level overview of goal(s). Includes: goal name, goal category/scorecard (business goals only) and expectations.

Goal Manager on the pdc

Access PDC>Hot Links> Goal Manager or PDC> Performance Management tab > Goal Manager

All employees have these tabs… • Business Goals • Personal Dvlp • Goals I Support • Archived Goals • Mgrs Shared Goals

Managers with direct reports also have Direct Report Goals tab.

Navigation Buttons and dropdowns at the bottom of each summary screen are for creating, deleting and print/view options. Navigation buttons in the top right of the screen: Back Return to previous screen. Goals Home Return to Business Goals summary screen. Help Open the help document

Manager Functions See other side

Manager function

Adding Comments To comment on a particular Business goal…  Click the Direct Report Goals tab.  Find the name of the employee on the list. Click Business Goals or Personal Dvlp Goals next to their name.  Click on the name of the desired goal.  Review the goal detail. Add comments at the bottom of the goal detail in the space provided.  Click Save Comments. Note: Managers are not able to edit Direct Report goal detail.

Good Goal Management Know Goal Manager • Share your business goals with your team. • Approve your team’s goals in a timely manner. • Make comments on-line throughout the year. • Ask for status.

Manager function

Approving a Goal Managers are responsible to provide feedback and approve the business goals of their direct reports. To approve the business goals of a direct report…  Click the Direct Report Goals tab.  Find the name of the employee on the list. Click Business Goals next to their name.  Check the Select box to the left of the goal(s) to be approved.  Click Approve Selected Goals at the bottom of the screen. Note: Personal dvlp goals do not require managerial approval.

State Your Expectations • Goal Manager is the Convergys tool of choice to manage business and personal development goals. • Everyone participates. Employee input and innovation is important. • Make sure your team knows about the tools and resources. • Follow the 7 Principles (Performance Management Toolkit)

Show Your Support

Manager function

Sharing Business Goals Sharing business goals with direct reports communicates valuable information and sets a positive example for your team. The employees you list can view all your shared business goals. You may add employees to this list that function as your direct reports, but do not officially report to you (dotted line reports, for example).

• Review the 7 Principles at a staff meeting. • Encourage employee participation. • Offer feedback. Have good goal discussions with your team members. • Keep it alive. Share your goals and status throughout the year.

- Click the Business Goals tab - Check the Select box to the left of the business goal(s) to be shared. - Click Share with direct reports at the bottom of the screen and follow the instructions

Basic Functions See other side