manager creates goals and job duties
TRANSCRIPT
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Manager Creates Goals and Job DutiesT h i s g u i d e f o c u s e s o n c r e a t i n g g o a l s a n d j o b d u t i e s f o r e m p l o y e e s . I f y o u c r e a t e d g o a l s
l a s t y e a r f o r y o u r t e a m , v i e w t h e m a n a g e r c o p i e s g o a l s f r o m p r i o r y e a r g o a l p l a n g u i d e .
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Access Performance Management by using your Texas State
Net ID and password to logon to this site:
www.hr.txstate.edu/performance-management/login.html
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For this example, the manager has two employees on the team
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Step 1 - Adding Goals
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o To create a goal for a team member, click on the team member desired in the “My Team” tile.
The employee tile will appear with various options.
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o Click on “Actions” or the gear icon . Click on “Goal Plan” to be directed to the employee’s
goal plan.
o Click on the “Add New” button to create a new goal.
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o Click on the “Library Goal” button to access the Texas State Goal Library.
The University has a new strategic plan and the library contains the four (4) University goals and the related initiatives. In addition, it also contains the selection to add job duties.
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o Click on a University goal to display the related initiatives available for selection. Check the
box beside the item to select (see highlighted box below).
o Click the “Add Selected Goal” button.
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o After clicking “Add Selected Goal” the
window below will automatically pop up
and default to the category and
University Goal selected above.
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o In the “Individual Description for Goal or Job Duty” box, enter a specific SMART goal.
A SMART goal is Specific, Measurable, Achievable, Realistic and Time-bound. Go to the Performance Management website to learn more about SMART goals www.hr.txstate.edu/performance-management.html
o Add tasks if needed. Tasks can be added by clicking on beside “Add Tasks, If Needed.” Enter
a target (due) date and a task description.
You can enter multiple tasks for the goal by continuing to click the icon located in the Action area.
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o Enter how success will be
measured for the goal.
o Select a status for the goal.
o Update the start and end dates, if necessary. The dates will
default to the cycle dates with a start date of June 2017 and an
end date of May 2018.
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o Click the “Save Change” button at the bottom of the screen to save changes.
This is a screen capture of the employee’s goal plan after the manager created the goal. Note the alert highlighted in yellow indicates the goal was created for the employee by the manager.
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Step 2 - Add Job Duties
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o To add job duties for a team member, click on the team member desired in the “My Team” tile.
The employee tile will appear with various options.
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o Click on “Actions” or the gear icon . Click on “Goal Plan” to
be directed to the employee’s goal plan.
o Click on the “Add New” button to create a job duty (please
note that the “Create a New Goal” button is also used to add
job duties).
o Click on the “Library Goal” button to access the Texas
State Goal Library.
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o Click “Add Job Duty” and select “Enter job duty or responsibility”.
o Enter the Job Duty in the box labeled
“University Goal or Job Duty”.
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o Add tasks to Job Duties, if needed. Tasks can be added by clicking on beside “Add
Tasks, If Needed.” Enter a target (due) date and a task description.
Below is a detailed example in which tasks are used to identify specific action/duties/responsibilities for which the employee is responsible. Since these are ongoing job duties for the cycle, a task date is not necessary.
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o Next, enter the Job Duty Individual Job Description. This allows managers to add a great
deal of detail to the job duties.
For managers who wish to see a list of general job duties visit the HR website at www.hr.txstate.edu/performance-management/resources.htmlYou can copy and paste from the HR job duty list into this software.
HR continues to recommend to have no more than eight (8) job duties for an employee.
o Select “Ongoing Job Duty”. Since these are ongoing job duties
for the cycle, a task date is not necessary. Click “Save Changes.
o Repeat the above steps to add additional job duties.
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o Job Duty Example #1
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Contacts
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Email: [email protected]
Phone: 512.245.2557.
This information is available in alternate format upon request from the Office of Disability Services.
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