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The Performance Agreement - Set Your Objectives PART 2

ProcessProcess: stepStep 2

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Lesson duration

About 15 minutes

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What you will learnlearn:
  • How to add objectives to the Stretch Targets section.
  • How to add objectives to the Company Values section.
  • How to add objectives to the Leadership Behaviours section.
  • How to add objectives to the Key Competency section.
  • How to submit the performancePerformance agreementAgreement to a manager for consideration and approval.
  • How to reopen a submitted performancePerformance agreementAgreement for changes.

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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 actionsactions, and load user comments.

InOn this pagepage, we will go through the the Stretch Targets, Company Values, Leadership BehavioursBehaviours, and Key Competency sections.

Although the standard name for the second section onof a performancePerformance agreementAgreement is Stretch Targets, note that the name can be changed to reflect company requirements.

 

The Stretch Targets Section

(Optional, dependent on company settings)

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

There areare, howeverhowever, two differences to consider:

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

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

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On the side menu, click the Stretch Targets section.

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

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

     

    The Values & Behaviours Section

    (Optional, dependent on company settings)

    The objectives in this section are automatically loaded when a new performancePerformance contractContract 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.

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    Note the following about the section.

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

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    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.

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    Use the MORE (ACTION PLAN)  icon to load an action specific to a Value.  See Performance Agreement - Setting Your Objectives PART 1 for more details.

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

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

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

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    The Leadership Behaviours Section

    (Optional, dependent on company settings)

    The objectives in this section are automatically loaded when a new performancePerformance contractContract is created, and if you are amanage people manageri.e. - that is youYou 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.

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    Note the following about the section.

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

    image-1646222483346.png

    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.

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

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

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

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

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    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 performancePerformance contractContract 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.

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    • 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.

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

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    • 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.

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

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

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

     

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

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    Submitting Your Objectives

    In Parts 1 and 2 of setting your objectives, we learned how to work with each agreement section, loading objectivesobjectives, and balancing weight allocations.  In this sectionsection, 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%  

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

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    Section by section, the sum total of all section 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 assignedassigned, and progress updated.

    General comments were loaded as needed.

     

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

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    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, change as needed, and submit again.

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    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. 

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    Email to the employee

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

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    Contract status update

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

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    What will happen next?

    Expect the following to happen once you have submitted your performancePerformance contract.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 performancePerformance agreementAgreement will allow check-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-Check-in on your objectives.

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

     

    Reopening 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 it yet

    In this casecase, you can reopen the contract from your performancePerformance dashboardDashboard with one click.

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

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

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

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      Since the approval of your objectives triggered a notification to your manager, the reopening of your agreement will again trigger a notification.  See an example below.

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      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 performancePerformance dashboardDashboard and click MODIFY OBJECTIVES on your contract - thus cancelling the manager's approval.

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      You can expect a notification confirming the agreement's reopening, similar to the one below.

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

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      Recall that your manager will be notified of the agreement's reopening via a notification, like the one shown earlier.

       

      Changing a submitted/approved contract

      InitiallyInitially, the employee and manager can work on the employee's objectives while the review period is still in the objective setting phase.  At some stagestage, the employee or manager may submit or approve the objectives from their side...while the other is still making changes.  If any changes are made on a submitted or approved review period, the submission/approval is automatically cancelledcancelled, and the parties will receive a notification to this effect.  This is done to protect employeeemployees and managermanagers from thinking a review period is done, while changes are still being made.

      If the employee's submission has been cancelled by the system, the employee can expect this notification. (Example only)

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      If the manager's approval has been cancelled by the system, the manager can expect this notification. (Example only)

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      Recommended further readingreading:

       

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