98% The Performance Agreement - Set Your Objectives PART 2

Setting Your Objectives

In the section Performance Agreement - Setting Your Objectives PART 1, we looked at the Key Performance Areas section in depth - loading perspectives, key performance areas, and key performance indicators.

We have also seen how to upload documents, link actions and load user comments.

In this page we will go through the Stretch Targets, Company Values, Leadership Behaviours and Key Competency sections.

Although the standard name for the second section on a performance agreement is Stretch Targets, note that the name can be changed to reflect company requirements.

The Stretch Targets Section

(Optional, dependent on company settings)

The workings of this section is a carbon copy of the Key Performance Areas section and won't be discussed in depth but you are welcome to refer to the section The Performance Agreement - Overview for a background on its use.

There are however two differences to consider:

The section has a different importance attached to it as can be seen from its percentage weight allocation.

Although potentially present on the contracts of all employees, it does not necessarily apply to all employees. It usually applies to more senior levels of management - but this decision depends on company requirements.

On the side menu, click the Stretch Targets section.

The layout and functioning of the Stretch Targets section is the same as that of the Key Performance section.  Therefore, the suggested approach is:

• Load all the required perspectives,
  • and balance their percentage weights to equal 100%.
• For each perspective, load its applicable KPAs,
  
  • and balance their percentage weights to equal 100% (per perspective).
• For each KPA, load its applicable KPIs,
  
  • and balance their percentage weights to equal 100% (per KPA).

The Values & Behaviours Section

(Optional, dependent on company settings)

The objectives in this section are automatically loaded when a new performance contract is created.   See below for an example of a populated Values & behaviours section.

Please refer to the section The Performance Agreement - Overview for some background on its use.

On the side menu, click the Values & Behaviours section.  Note the weight allocation.

Note the following about the section.

All items are pre-loaded, but can be deleted as necessary, and in collaboration with your manager.  Use the Delete icon to delete records.

Items not automatically loaded (e.g. because they were not part of the underlying template agreement), can be viewed and even added, by clicking the (Link) Values & Behaviours button in the section.

Use the More icon to load an action specific to a Value.  See Performance Agreement - Setting Your Objectives PART 1 for more details.

Use the Documents icon to view and/or load documents in support of a Value.

Click on a Value & Behaviour record to edit its weight and add relevant comments.

Once saved, the employee and manager comments display on screen.

The Leadership Behaviours Section

(Optional, dependent on company settings)

The objectives in this section are automatically loaded when a new performance contract is created, and if you are a people manager - that is you have employees reporting to you.   See below for an example of a populated Leadership Behaviours section.

Please refer to the section The Performance Agreement - Overview for some background on its use.

On the side menu, click the Leadership Behaviours section.  Note the weight allocation.

Note the following about the section.

All items are pre-loaded, but can be deleted as necessary, and in collaboration with your manager.  Use the Delete icon to delete records.

Items not automatically loaded (e.g. because they were not part of the underlying template agreement), can be viewed and even added, by clicking the (Link) Leadership Behaviours button in the section.

Use the More icon to load an action specific to a Value.  See Performance Agreement - Setting Your Objectives PART 1 for more details on loading actions.

Use the Documents icon to view and/or load documents in support of a Value.

Click on a Leadership Behaviour record to edit its weight and add relevant comments.

Once saved, the employee and manager comments display on screen.

The Key Competencies Section

(Optional, dependent on company settings)

The objectives in this section are sometimes sourced (from the employee's job profile) and automatically loaded when a new performance contract is created but this depends on company preferences.  We are going to populate this section as if no records were pre-loaded.   See below for an example of a populated Key Competencies section.

Please refer to the section The Performance Agreement - Overview for some background on its use.

On the side menu, click the Key Competencies section.  Note the weight allocation.

• Click (Link) Key Competencies to open a library screen with available key competencies to choose from.
• Scroll through the list or use the Search facility at the top of the page.
• Tick the check boxes of the chosen competencies and click LINK at the bottom of the screen.

The selected key competencies are transferred to the agreement's Key Competencies section.

• Each competency is assigned a 0% weight when initially selected.

Note the following about the section's records.

Use the Delete icon to delete records.

Use the More icon to load an action specific to a Key Competency.  See Performance Agreement - Setting Your Objectives PART 1 for more details on loading actions.

Use the Documents icon to view and/or load documents in support of a Key Competency.

Click on a Key Competency record to edit its weight and add relevant comments.

Once saved, the employee and manager comments display on screen, and the weight is changed.

Submitting Your Objectives

In Parts 1 and 2 of setting your objectives, we learned how to work with each agreement section, loading objectives and balancing weight allocations.  In this section we will learn how to finalise the sections and their objectives, and then how to submit the agreement to a manager for approval.

We will approach the finalisation process via a checklist of typical questions to ask yourself.

I have populated all sections (applicable to me) with suitable objectives.

Each objective has a weight assigned.

The sum total of all my section weights = 100%  

At the bottom of the page, click EDIT SECTION WEIGHTS for a summary.

Section by section, the sum total of all item weights = 100%.  In the Key Performance Areas and Stretch Targets sections:
- The weights of all KPIs under a parent KPA add up to 100%.
- The weights of all KPAs under a parent perspective add up to 100%.
- The weights of all perspectives add up to 100%.

I have uploaded appropriate documentation in support of my objectives - where needed.

Where applicable, appropriate comments have been added to objectives.

Where applicable, objective-specific actions were registered, due dates and responsible people assigned and progress updated.

Where applicable, general actions were registered, due dates and responsible people assigned and progress updated.

General comments were loaded as needed.

• If you are comfortable that the above was addressed, click SUBMIT OBJECTIVES.
• Click the acknowledgement.
• Click SUBMIT.

Typical Submission Messages

Besides the checklist given above, the most important agreement element checked and validated by the system, is the item weights which must total 100%.  With this we mean:

The sum total of all section weights = 100%  

Section by section, the sum total of all item weights = 100%. 

In the Key Performance Areas and Stretch Targets sections:
- The weights of all KPIs under a parent KPA add up to 100%.
- The weights of all KPAs under a parent perspective add up to 100%.
- The weights of all perspectives add up to 100%.

If any of these fails validation, expect a message like the one below.  Then, check the totals of all the sections, and submit again.

Other messages include:

Beyond the Submission

Submitting a performance contract to a manager kicks off a series of activities, inside the system and outside.  See below for a summary of them.

Email to the performance manager

The following email (example only) will be sent to a manager when an employee has submitted his/her performance contract. (Update)

Upon approval of the employee's contract by the manager, the employee in his/her turn will receive the following email (example only).  (Update)

Contract status update

Each contract has a progress status as it continues on its way to approval, review, finalisation etc.  After submitting the agreement content, the contract status on the employee's side changes as follows. (Update screenshot)

What will happen next?

Expect the following to happen once you have submitted your performance contract.

Your performance manager might call you for a meeting to discuss your objectives, their weights, how to measure them, and what their review might entail.

Your performance manager will approve your objectives and you will receive an email stating the fact.

Your performance agreement will allow check-ins on your objectives.  For more information, see Doing Check-ins on your Objectives. Regularly sit down with your manager and do a check-in on your objectives.

When the time arrives, the review of your objectives will be enabled and become available.

Re-opening a submitted contract

Suppose you would like to make changes to your objectives after you have already submitted the contract, and perhaps even after your manager has approved the objectives as well.  See below for the steps to follow in each of these cases.

You have submitted the contract, but the manager hasn't approved yet

In this case you can re-open the contract from your performance dashboard with one click.

• Locate and click the More icon to open its items.
  
  

• Click MODIFY OBJECTIVES. 
• And wait for the confirmation message.

The agreement is now open again as shown by the progress.

You have submitted the contract, and the manager has approved it

If your contract has been submitted (by you) and approved (by your manager), then two steps are needed.

• Ask your manager to open his/her performance dashboard and click MODIFY OBJECTIVES on your contract - thus cancelling the manager's approval.

• On your performance dashboard, go the period to be opened, and click MODIFY OBJECTIVES - thus cancelling your submission and opening the agreement.

Recommended further reading

• Glossary of terminology and definitions.
• Background on the sections:  The Performance Agreement - Overview 
• Working with the Key Performance Areas section (and general performance agreement guidelines:  The Performance Agreement - Setting Your Objectives PART 1
• Doing Check-ins on your Objectives. 

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