Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 1 of 12

Goal Setting and Annual Performance Review for Staff – Last updated 2/21/19

This guide includes the steps to add and maintain goals throughout the performance plan year, in addition, to the steps

involved in the annual performance review process.

Hyperlinks:

Intro to Accessing SuccessFactors

Intro to Goals Management

Intro to Self-Assessment for Annual Eval

Access SuccessFactors

Visit OneCampus (https://one.purdue.edu/) and select SuccessFactors. Log in using your Purdue User ID

and Boiler Key passphrase.

Add a New Goal

Click on Home Menu

at top of screen and

select Goals

The Goals dashboard

displays.

Click Add Goal ->

New Goal

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 2 of 12

There are two options

for adding a new goal.

Option 1 – Click

Blank Goal.

Option 2 – Click

Sample Goal.

The next two sections

cover the steps for

each option starting

with a Sample Goal.

This will help provide

an understanding of

the different

components of a goal.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 3 of 12

Add a Sample Goal

Click the arrow (>) to the left

of one of the four Purdue

overarching metric and

measurement categories to

view sample goals and

metrics.

Select one or more goals

categories.

In this example, we’ve select

Effectiveness and

Efficiency Measures.

Click the right facing arrow >

to expand the category.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 4 of 12

Select the individual goal of

Project Completion within

Budget.

Click Add Selected.

The new goal is auto-

populated with the Goal

Name (required),

Description, and Metric.

Visibility defaults to Private.

This means that the goal is

only visible to the employee,

their supervisor, and any

supervisors up the line of

supervision.

Public goals are visible the

employee, their peers, their

supervisor, and any other

individuals up and down the

line of supervision.

Edit the sample goal defaults

to meet your needs and those

of your unit.

Spell check and legal scan

are available.

Scroll down to enter the

percentage of Weight

(required) this goal carries

toward the total weight of

100% for all goals established

for the performance plan

year.

(Note: Weighting for all goals

must equal 100% at the time

of the annual performance

review.)

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 5 of 12

Scroll down to enter the Start

Date (required) and End Date

(required).

Continue to scroll down to

enter the % Complete and

Status.

Click Save Changes.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 6 of 12

Add a Blank Goal

Next, click Blank Goal.

The upper portion of the new

goal contains the Goal Name,

a Description, and Metric; all

three of these fields appear

blank.

Enter a Goal Name (required)

and a Description and

Metric (optional).

Spell check and legal scan

are available.

Scroll down to enter the

percentage of Weight

(required) this goal carries

toward the total weight of

100% for all goals established

for the performance plan

year.

(Note: Weighting for all goals

must equal 100% at the time

of the annual performance

review.)

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 7 of 12

Scroll down to enter the Start

Date (required) and End Date

(required).

Scroll down to enter the %

Complete and Status.

Lastly, scroll down to select

University Initiatives

(optional).

(Note: When a goal from the

sample library is added, the

University Initiatives do not

display, however, they can be

viewed when editing the

goal.)

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 8 of 12

Edit a Goal

Click on Home Menu at top

of screen and select Goals

The Goals dashboard

displays.

To track your progress or to

edit a goal there are two

options from the Goals

dashboard:

Option 1 – Click Edit next to

the name of the desired goal.

Option 2 – Click below

Actions and select Edit goal.

(Note: Indented (subordinate)

goal weights are applied to

the total goals weight of

100%.)

In this example, click Edit.

Scroll down to enter %

Complete and/or select a

Status.

(Note: Edits to Goal Name,

Description, and Metric can

also be made throughout the

performance plan year.)

Click Save Changes.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 9 of 12

Complete Self-Assessment Annual Evaluation

From the Home page, To Do

section, click the Review

Performance & 360s tile.

Click Employee updates

goals and completes self-

assessment.

The Performance

Assessment dashboard

provides:

1. Navigational jump

links to each section

of the form.

2. A process flow Route

Map that tracks

where you are in the

process and the

steps completed.

You can also execute

Actions including legal scan

and spell check, view History

including performance and

360 reviews, attach

Supporting documents, print,

save as a PDF, or save

changes to the assessment.

Scroll down to the section

titled Goals. This is the first

section in the form.

Note: If your unit is utilizing

weighting other than the 75%

goals/25% competencies

weighting, click Edit Section

Weight and enter the

appropriate weights (as

defined by your unit)

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 10 of 12

All the goals maintained

throughout the performance

plan year are automatically

loaded into the self-

assessment form during the

Performance Review period.

From here you can add a

Rating and Employee

Comments for your

manager’s review for each

goal.

You can also enter Overall

Comments on Goal

Achievement. (optional)

Next, scroll down to complete

the Unit Competencies

section add click Add

Competency

Ensure a checkmark is

placed beside the

competencies utilized by your

unit. Add checkmarks, as

appropriate, and click Add to

save the unit competencies in

the form. Remove

competencies by selecting

the adjacent trash icon next

to the competency name.

You are encouraged to

document your

accomplishments for each

competency in the space

provided. Click Writing

Assistant for sample

wording.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 11 of 12

For each unit competency

sample language is provided

that aligns to three

performance levels.

Click the performance level;

sample language appears in

the Preview Quote Below

section.

From here you can Adjust

the positivity (- / +).

Once you are satisfied with

the wording, click Paste

Quote and Close.

Edit sample language as

appropriate

You can also enter Overall

Comments on Unit

Competencies. (optional)

If the self-assessment form is

complete, click Submit to

Manager for review.

Enter additional comments

(optional). If comments are

entered, they will appear in

email notification to manager.

Click Submit to Manager for

review and your manager will

receive an email notification.

Quick Reference Guide

Goal Setting and Annual Performance Review for Staff

Last Updated 2/21/19

Page 12 of 12

Enter Electronic Signature

After your manager has

completed your performance

evaluation, the completed

performance assessment is

routed back to you for an

electronic signature of

acknowledgment.

From the Home page, To Do

section, click the Review

Performance & 360s tile.

Click Employee

Acknowledgement.

Your Performance

Assessment form indicates

the process is at Step 4:

Employee

Acknowledgement.

Scroll down to review the

assessment including

comments and ratings from

your manager.

Scroll to the bottom to the

Signatures section.

Add Employee Comments

regarding the final

assessment (optional) before

submitting your electronic

signature.

Click Sign and

Acknowledge.

Confirm by clicking Sign and

Acknowledge again.

The annual performance

assessment is complete.

The completed assessment is

stored in the Completed

folder on the Performance

dashboard.