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Objective-Setting Phase

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When creating a performance agreement, it is important to understand the WHY. Why is it important to set objectives?

The answer is simple: to bring clarity. Having a clearly outlined goal makes it easier to achieve success, for managers and employees alike. For helpful tips on approaching the objective-setting phase, please visit the Before You Start page.

The following guide will help you through setting your objectives, and will assume you are using all of the following sections in a performance agreement:

  • Primary Goals
    • Perspectives (optional) 
      • Key Performance Areas
        • Key Performance Indicators
  • Stretch Goals (optional)
    • Perspectives (optional) 
      • Key Performance Areas
        • Key Performance Indicators
  • Values and Behaviours (optional)
  • Leadership Behaviours (optional)
  • Key Competencies (optional)

The Performance Management module is modular and can be configured to suit your unique performance management processes. For examples of how different combinations of review setup settings work, or of different performance management configurations, please see the Tips and Use Cases chapter.

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Below is an example of a complete performance agreement that uses all available sections.

  • It has been populated with perspectives, KPAs, KPIs, and assigned weights.
  • The side menu provides an overview of the performance agreement and allows easy navigation between its sections.

PM - Example of a Performance Agreement.png

Based on your review setup, you may be using some (or all) of the aforementioned performance agreement sections. Not all sections are mandatory. If a section (such as Stretch Goals) or a feature (such as Perspectives) does not apply to your review setup, you are more than welcome to skip its tutorial and proceed to the next step.

For our example, the following review setup settings have been enabled:

PM Example Review Setup - Dual Participation.png

Additionally, the setting that allowsautomatically distributes item weights to be distributed automatically has been activatedenabled for all the settings. The tutorial for each section of the performance agreement will include an overview flowchart of the process, followed by detailed steps showing you how to complete it. Expand the following collapsible blocks to learn more.

PRIMARY GOALS
Overview

PM Objective Setting - Primary Goals overview.png

Add perspectives
  • For this tutorial, we will assume you selected Create Blank when creating the performance agreement.

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  • The blank performance agreement will be populated with the sections that have been activated in the review setup's configuration. Please note, the red headings in the menu on the left show that information is missing, such as missing perspectives, KPAs, KPIs, or unbalanced weights. The weights of unbalanced sections will also flash red.

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  • Click +PERSPECTIVE to add a perspective.

PM Create Blank Agreement - Add Perspective.png

  • Select a perspective, which has been loaded to the Master Data Library.

PM Create Blank Agreement - Perspective Library.png

  • Assign a weight to the perspective, then click SAVE ADD NEW to continue adding more perspectives.

PM Create Blank Agreement - Perspective Menu.png

  • Once you have finished adding all the perspectives, your agreement should look something like this:

PM Create Blank Agreement - Perspectives Added.png

  • Ensure all the weights of the perspectives in this section add up to 100%.
  • To delete a perspective, hover over the perspective's title, then click the dustbin icon to delete.

PM Create Blank Agreement - Perspectives Deletion.png

  • A perspective can be tagged for discussion with your manager.

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  • Your manager will receive a message in their system inbox regarding your query.

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  • Documents linked to a specific performance agreement item can be viewed by clicking on the folder icon.

PM Create Blank Agreement - View Documents.png

  • Linked documents will display in the table on the Documents screen.

PM Create Blank Agreement - Uploaded Documents.png

Add KPAs
  • Click +KEY PERFORMANCE AREA to add a KPA.

PM Create Blank Agreement - Add KPA.png

  • Either type your own KPA, or select one from the Master Data Library. 

PM Create Blank Agreement - KPA Menu.png

  • If using Master Data Library items, click on the hand icon to search for a KPA.

PM Create Blank Agreement - KPA Library.png

  • Click on the KPA you would like to link.

PM Create Blank Agreement - KPA Library Menu.png

  • Assign a weight. Click SAVE ADD NEW to keep adding additional KPAs for this perspective, or SAVE if you are done.

PM Create Blank Agreement - KPA Save.png

  • Ensure all the weights of the KPAs linked to a specific perspective add up to 100%.
STRETCH GOALS
Overview

PM Objective Setting - Stretch Goals overview.png

 

VALUES AND BEHAVIOURS

The objectives in this section are automatically populated when the performance agreement is created. 

Link master data values and behaviours to the performance agreement. Click here to find out how to update the Master Data Library.

LEADERSHIP BEHAVIOURS

The objectives in this section are automatically populated when the performance agreement is created. 

Link master data leadership behaviours to the performance agreement. Click here to find out how to update the Master Data Library.

KEY COMPETENCIES

Link master data key competencies to the performance agreement. Click here to find out how to update the Master Data Library.

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The objectives in this section are automatically populated when the performance agreement is created. 

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