Basic Functions About Supporters Goal

Sort Business Goals By Year

Business Goals Summary Screen defaults to all goals,
Many goals require active support from key individuals.
Use this feature to share goal information with Manager
sorted by year. You can change this view by clicking
employees that must actively support your goal. on the pdc
Supporters are able to view/print goal detail.
the desired year. To revert to default view, click ALL.
ALL Supporters are not able to edit your goal detail.
Note: Do not list your manager or your direct reports as
Create a supporter. Access
 Click Create new goal. Note: Business Goal year Add Supporter PDC>Hot Links> Goal Manager
defaults to 2005. Use the dropdown to change year. • Click goal name. or
 Enter information. 'Goal Name' is required.  Click Edit Supporters.
PDC> Performance Management
 Click Save goal.  Enter the last name of the individual, click Search. tab > Goal Manager
 Select the individual's names from the Search
Results.
Edit
 Click Add Supporter, then Exit
Business goal details are editable while goal is in Draft
To View Goals You Support All employees have these tabs…
status. (Status Report can be edited at any time.) To edit
the goal detail of an Approved business goal • Click Goals I Support • Business Goals
 Click goal name.  Check the Select box to the left of the goal(s) to • Personal Dvlp
 Change Goal Status from Approved to Draft. review. • Goals I Support
 Edit information.  Select appropriate option from the Print/View dialog • Archived Goals
Note: You may edit a Personal Dvlp goal at any time box. • Mgrs Shared Goals

Status Reporting Managers with direct reports

 Click goal name
 Add information Print/ view Options also have Direct Report Goals tab.

Status Report information can be added at any time. See

Print Options for more information Identify the name of the desired goal report option
from the Print/View Options dialog box. Note: You can Navigation
Delete print the report or save the report as an HTML file to Buttons and dropdowns at the
• Check the Select box to the left of the goal(s) to delete. your PC. bottom of each summary screen
 Click Delete selected goal. are for creating, deleting and
Note: A deleted Archived Goal cannot be restored. Goal Status Report – Documents current status of print/view options.
your goal(s). Includes: goal name, due date, goal Navigation buttons in the top right
status, and the quarterly status report fields of the screen:
Copy Business Goal Back
Click goal name. Goal Detail Report - Provides detailed Return to previous screen.
 Click the dropdown next to Copy Goal to Year. documentation of your goal(s). Includes: goal name,
 Select year. date due, goal category/scorecard (business goals Goals Home
Note: The new copy will be in Draft status, with blank only), goal status, expectations, measures, supporters, Return to Business Goals
status report fields. plan (business goals only), learning plan (personal summary screen.
dvlp goals only), and quarterly status report. Help
Archive Open the help document
Goal Briefing Report - Provides a high level
 Click goal name. overview of goal(s). Includes: goal name, goal
 Change Goal Status to Archived category/scorecard (business goals only) and
NOTE: Archived goals cannot be edited or re-activated. expectations. Manager Functions
See other side
Manager function
Adding Comments Good Goal
To comment on a particular Business goal… Management
 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. Know Goal Manager
 Review the goal detail. Add comments at the bottom of the goal detail in the space provided. • Share your business goals with
 Click Save Comments. your team.
• Approve your team’s goals in a
Note: Managers are not able to edit Direct Report goal detail. timely manner.
• Make comments on-line
throughout the year.
• Ask for status.
Manager function
Approving a Goal
State Your Expectations
• Goal Manager is the Convergys
Managers are responsible to provide feedback and approve the business goals of their direct reports.
tool of choice to manage business
To approve the business goals of a direct report… and personal development goals.
 Click the Direct Report Goals tab. • Everyone participates. Employee
 Find the name of the employee on the list. Click Business Goals next to their name. input and innovation is important.
 Check the Select box to the left of the goal(s) to be approved. • Make sure your team knows about
the tools and resources.
 Click Approve Selected Goals at the bottom of the screen.
• Follow the 7 Principles
Note: Personal dvlp goals do not require managerial approval. (Performance Management Toolkit)

Show Your Support

• Review the 7 Principles at a
staff meeting.
Manager function • Encourage employee
Sharing Business Goals participation.
• Offer feedback. Have good goal
discussions with your team
Sharing business goals with direct reports communicates valuable information and sets a positive members.
example for your team. The employees you list can view all your shared business goals. You may • Keep it alive. Share your goals
add employees to this list that function as your direct reports, but do not officially report to you (dotted and status throughout the year.
line reports, for example).
- 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