Reviewing and approving goals

After an employee submits their goal form, it is sent to their manager for review and approval. A Performance Goals task appears in the manager’s task list when they have been assigned a goals form to review for an employee.

Clicking the link from the task list opens the Performance Goals page, where goals can be reviewed, added, and edited.

The manager can make any edits they deem necessary to the employee’s goal form. This includes adding, removing, and editing goals.

Tip: Remember, if you are using weights for goals, the Total Weight for the goal form (shown in the upper right corner of the My Goals table) must equal 100%.

Managers also have the option to reject an employee’s submitted goals. When a manger rejects a goal form, it is sent back to the employee so they can make edits and re-submit the form.

When finished reviewing and revising the goals form, clicking the Approve button under the Individual Goals for [Employee name] table finalizes the process. The page reloads and displays the Tasks list, which no longer shows the task to review employee goals.