2024/2025 Staff Performance Evaluation Cycle: Goals for Employees in Oracle Cloud
Overview of Topics:
- Goals Overview
- Performance Goals - Employees
- Performance Goals - Supervisors
- 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
Comparison table of the differences between performance and development goals.
| Performance Goals |
Developmental Goals |
| Short-term objectives set for specific work in the employee's current position. |
Help employees plan for their development with an eye toward the future. |
| Relate to the department's overall mission. |
Can help employees develop a new set of skills or knowledge base used to grow into a new area of responsibility. |
| Include clearly defined expectations for success. |
Should be learning-oriented. |
| May align with the division's strategic goals. |
May align with the division's strategic goals. |
| Evaluated on the performance evaluation |
Not evaluated on the performance evaluation |
Goal Development
The SMART acronym is a tool that can help managers and employees share the same understanding of goals set during performance review conversations.
SMART Goals Breakdown
| S - Specific |
What is specific about the goal? |
| M - Measurable |
How will I know that the goal has been achieved? |
| A - Achievable |
Is the goal achievable/attainable? |
| R - Relevant |
Is the goal relevant to performance expectations or professional development? |
| T - Timeliness/Time-Bound |
Is the goal time-based (i.e., set deadline, check-ins, milestones, etc.)? |
Goal Library
- The goal library is a new feature with Oracle Cloud.
- General Goals have been added to the Goal Library.
- Employees have the ability to add pre-written goals from the library.
2024-2025 Goals Information:
- Performance and Development Goals are to be completed by staff employees and supervisors in Oracle Cloud by December 20, 2024. Those hired prior to July 1, 2025, are required to participate in the 2024/2025 performance cycle.
- In Oracle Cloud, Performance Goals will be a separate entry from Development Goals. Performance Goals will be evaluated, Development Goals will not.
- Individual performance goals should include linkage to Texas Woman’s University’s Strategic Plan. Therefore, department heads should rely on their division leadership to provide them with their division’s strategic goals and ensure individual goals development includes appropriate alignment.
- Individual Performance Goals are scored in the Performance Evaluation and are weighted in the overall Performance Evaluation score as determined by Division Vice-President. The score employees receive for goals is calculated as percentage of the overall score (25%).
- Newly hired employees will receive Goal Plans within 2-3 weeks of hire.
Performance Goals - Employee Perspective
Employee Procedures: Performance Goals
- Employee creates goals using the Goal Library or entering unique goals.
- Employee submits their goals to their supervisor.
- 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.
- 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
- After you click on the Goals tile, you will arrive on this page. Ensure that your Business Title (your job title) is correct.
- The current review period is 2024-2025.
- Ensure that your Goal Plan is listed as “Staff 2024-2025 Goal Plan.”
- 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
- Manage the department budget to stay within appropriations and accomplish 85% of service results by the end of the fiscal year.
- 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.
- 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:
Performance Goals - Supervisor Perspective
Supervisor Procedure:
- Employee creates goals using the Goal Library or entering unique goals.
- Employee submits their goals to their supervisor.
- Supervisor “Approves” or “Requests Information.” Do not use “Reject” feature to reject goals. This will delete all goals the employee has entered and they will not be retrievable.
- Employee has the ability to update their goals throughout the year, making final updates prior to the performance evaluation.
Performance Goal Examples:
- Manage the department budget to stay within appropriations and accomplish 85% of service results by the end of the fiscal year.
- 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.
- Design and develop a presentation skills course with three hours of online coursework and a pre and post course assessment by May 1, 20XX.
When you receive notification of your employee’s goals, the notification bell will show you “Edit” to allow you to edit the goals, as well as other actions:
- 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
- Escalate - Do not use
- Suspend - Do not use
- Withdraw - Do not use
- Skip current assignment - Do not use
- Reject - Do not use
Goal Approval
Once your employee submits their Performance Goals, the goal approval notification will appear in Oracle Cloud, but will also come via email. You have the option to quick approve via email. The image shows what the email notification looks like and where the “Approve” and “Request Info” buttons are. Remember: Use “Request Info” to request changes to the goals rather than “Reject” to avoid deleting all goals. Deleted goals cannot be retrieved.
An alternative way for supervisors to approve goals is by navigating to each individual employee’s goals in Oracle Cloud. My Team>Career and Performance>Goals and select an employee. Here you can Edit, Request Info, or Approve.
Supervisors also have the option to approve their employee’s goals by using the bell notification in Oracle Cloud. Open the notification and select from the “Actions” drop-down menu or “Approve.” Remember: Do not use the “Reject” function.
Manager Direct Report Goals
As the supervisor, you have the ability to manage your direct report’s goals at any time. To view your employee’s goals, you will follow the navigation and directions below.
Step 1. My Team > Career and Performance > Goals
Step 2. Select an employee
Supervisors have the ability to add and/or edit performance goals for employees.
Navigation to Goals - Direct Reports
Step 1. Log-in to Oracle Cloud.
Step 2. Click on My Team > Performance Overview
Note: As the supervisor, you have the ability to manage your direct report's goals at any time. To view your employee's goals, you will follow the navigation and directions here:
- My Team > Performance Overview > Goals
- Click on link under "Performance Goals"
Example Image:
Step 3. Click on link under "Performance Goals":
Step 4. Click on Pencil “Edit” to open the goal. You can also use this button to edit goals of your direct reports:
Step 5. Click on check box and "Actions" if you want to Cancel, Copy or Delete:
Add a Goal - Direct Reports
Step 1. Click on the check box and then click on "add performance goal":
Step 2. The employee will receive a notification when the goal has been submitted:
Development Goals - Supervisor Perspective
Employee Procedures: Development Goals
- Employee creates goals using the Goal Library or entering unique goals.
- 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.
- Employee can create/update these goals at any time.
- 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.
View Employee Development Goals:
Step 1: Navigate to My Team > Show More > Career and Performance > Career Development
Step 2: Select a team member > Select a development goal
Note: if the employee has marked their development goal as private, you will be unable to view it.
Questions? Please contact us at:
Briana Clary
bclary@twu.edu
(940) 898-3548
Tony Yardley
ayardley@twu.edu
(940) 898-3563