2024/2025 Staff Performance Evaluation Cycle: Goals for Employees in Oracle Cloud

Overview of Topics: 

• Goals Overview 
• Performance Goals 
• Development Goals 

Goals Overview

What are goals? 

• Statements of the important outcomes you are working to accomplish.
• Outline specific expectations of what work should be accomplished.
• Create clear, measurable performance standards.
• Are appropriately linked to your department and division’s strategic goals.

Why set goals? 

• To set specific expectations of what work should be accomplished.
• To create clear, measurable performance standards.
• To make the connection between an individual employee’s work, department, and division’s strategic goals.

Performance and Development Goal Comparison

Performance Goals

Employee Procedures: Performance Goals 

1. Employee creates goals using the Goal Library or entering unique goals.
2. Employee submits their goals to their supervisor.
3. Supervisor “Approves” or “Requests Information.” If the supervisor uses the “Reject” feature to reject goals, all goals the employee has entered will be deleted. Deleted goals are not retrievable.
4. Employee has the ability to update their goals throughout the year, making final updates prior to the performance evaluation.

When the employee submits their goals, their supervisor will be notified. Supervisors have the ability to do one of the following:

• Request Information – Sends goals back to the employee for revision.
• Delegate – Delegates one-time access to approve this action. Example: a supervisor will be out and the goals must be approved.
• Reassign – Should rarely be used. Contact HR before re-assigning goals.
• Add Comments - Optional
• Add Attachment – Optional
• Approve – Approves Goals

Navigation to Goals 

Step 1. Log-in to Oracle Cloud. 

Step 2. Click on Me > Career and Performance: 

Step 3. Click on the Goals tile: 

Adding Goals to Goal Plan

1. After you click on the Goals tile, you will arrive on this page. Ensure that your Business Title (your job title) is correct.
2. The current review period is 2024-2025.
3. Ensure that your Goal Plan is listed as “Staff 2024-2025 Goal Plan.”
4. When ready to add goals, simply click on the “Add” icon.

When adding a goal, you will have the option to choose from a pre-written Library goal, or to create your own. To add a Library goal, select from the Library goal drop down. To enter your own, unique goal, type the goal in the “Goal Name” box.

If you select a Library goal, it will auto-populate in the “Goal Name” box. A description may also auto-populate. This is normal since Library goals are pre-defined. However, you do have the option to edit the description and Success Criteria for a Library goal.

If you choose to create your own goal, nothing will populate in the “Library Goal” box. You will have the option to add, or not add, a Description and/or Success Criteria. However, it is recommended that you add detail about what the goal is in the Description box so your supervisor has a full understanding of the goal.

Performance Goal Examples and Model Performance Goal 

1. Manage the department budget to stay within appropriations and accomplish 85% of service results by the end of the fiscal year.
2. By December 1, 20XX, plan and execute 3 customer education training webinars with 20 plus attendees and a 80% or higher satisfied response of content.
3. Design and develop a presentation skills course with three hours of online coursework and a pre and post course assessment by May 1, 20XX.

IMPORTANT: Be sure to add ALL of your goals before you select “Submit.” To add another goal, click the “Add” icon and follow the same previous steps to add another goal. After all of your goals have been added, then you will select “Submit": 

After you click “Submit”, you will have the option to add a comment and/or add an attachment. Your supervisor will be able to see the comment and attachment when the goals are sent for their approval. After adding your comments, you will click “Submit” in the top right-hand corner: 

After you submit your goals, you will not be able to edit them until your supervisor has approved them or returned them for edits: 

Check Status of Goals Approval 

Step 1: To check the status of your goals approval, navigate back to the goals tile.

Step 2: Me>Career and Performance > Goals. 

Step 3: Click on “See how it’s going” in the yellow banner.

Step 4: The gray banner tells you the status. Here the goals have been submitted for approval, but have not been approved.

Step 5: To check who has your goals, click on “Show Detail” under Approval History.

Step 6: The detail shows that the employee submitted the goals for approval and the approval has been assigned to the supervisor. The detail order reads bottom to top: 

Withdrawing Goals 

If you have made an error to a goal and need to withdraw it before it is approved:

• Navigate back to the Goals tile
• You will see the page below that contains your goals and the option to click on “See how it’s going.”

Once you’ve clicked on “See how it’s going”, you will arrive at this page. To Withdraw, click on the “Withdraw” icon in the upper, right-hand corner:

Development Goals 

Employee Procedures: Development Goals 

1. Employee creates goals using the Goal Library or entering unique goals.
2. Supervisor views goals. No supervisor approval is required for development goals. Employee has option to make development goals “Private”, in which case the supervisor would not have the ability to see the goal.
3. Employee can create/update these goals at any time.
4. Supervisor will be notified of changes and able to view when goals are added/updated, given they are not set to “Private.”

Development Goal Examples: 

• Utilize LinkedIn Learning by November 1, 20XX, complete an advanced Excel training course to upgrade my skills so I can prepare budget reconciliation reports with an analysis of trends.
• By February 1, 20XX, facilitate and complete the office cross-training project to develop procedures for all units to ensure all critical functions are covered during absences.
• By May 1, 20XX, successfully complete and pass all online course requirements in my plan for my professional certification.

Navigating to Development Goals: 

1. Log-in to Oracle Cloud. 
2. Click on me > Career and Performance > Career Development: 

Career Statement

Adding a Career Statement is not required. This tool is optional for you to communicate your overall career goals to your supervisor and hold yourself accountable to your long-term career goals.

Step 1: To add your Career Statement, click the drop-down arrow.

Step 2: Click on "Edit": 

Step 3: Enter your career statement, then click save: 

Example Career Statement: 

"My career objective is to deepen my expertise in HR management, and to contribute meaningfully to our team’s objectives and overall organizational mission. I aim to enhance my skills through hands-on experience and targeted development opportunities, while also supporting team goals and initiatives. My focus is on continuous improvement, collaboration, and delivering quality results that align with our strategic priorities. I look forward to contributing to our team’s success and supporting our department’s goals." 

Step 4: Click on the "add" icon: 

Note: Just like on the Performance Goals, you have the option to pick a Development goal from the library or create a unique goal. Development goals are not evaluated on the Performance Evaluation; therefore, you can make these as specific as you wish.

You can make Development Goals private. This means that your supervisor will not be able to view the goal. To make a goal private, check the box beside the word “Private.”

You also have the option to complete the sections below the goal, to better assist you in tracking your development goals progress. Click on the drop-down arrow of each section to open it and make your additions: 

Step 5: When you are ready to save your goal, click “Save and Close” located in the upper right-hand corner.

After you save your goal, you will return to this page. To add additional goals, click on the “Add” icon and follow the same steps: 

Questions? Please contact us at: 

Briana Clary
bclary@twu.edu
(940) 898-3548

Tony Yardley
ayardley@twu.edu
(940) 898-3563