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Online Performance Management Setting Goals

Instructions for Exempt Staff and Managers

TABLE OF CONTENTS

Introduction ......................................................................................................................................... 1

Objectives .................................................................................................................................................. 1

Email notification ...................................................................................................................................... 1

Sending forward/sending back ................................................................................................................. 2

Log On to eNDeavor ............................................................................................................................. 2

The Home Dashboard................................................................................................................................ 2

Staff: Enter Goals ................................................................................................................................. 3

Before you begin ....................................................................................................................................... 3

Enter your first goal .................................................................................................................................. 4

Enter additional goals ............................................................................................................................... 5

Remove a goal ........................................................................................................................................... 6

Staff: Review Competencies ................................................................................................................. 6

Staff: Enter Development Plan ............................................................................................................. 7

Enter additional development activities ................................................................................................... 8

Remove a development activity ................................................................................................................ 8

Save a draft ............................................................................................................................................... 9

Complete a draft ....................................................................................................................................... 9

Staff: Send Completed Goals and Development Plan to Your Manager .............................................. 10

System Sign‐Out ...................................................................................................................................... 11

Manager: Review Goals and Development Plan and Send Feedback Comments ................................. 12

Review goals and development plan ...................................................................................................... 12

Send feedback comments ....................................................................................................................... 13

Staff: Revise Goals and Development Plan after Manager Review ...................................................... 14

Manager: Approve Goals and Development Plan ............................................................................... 16

Use the Notebook Function ............................................................................................................... 18

Staff: Use Org Chart ........................................................................................................................... 19

Manager’s Addendum ........................................................................................................................ 20

Customize the Manager Dashboard ....................................................................................................... 20

Use Org Chart .......................................................................................................................................... 22

Setting Goals (Exempt Staff and Managers)

April 29, 2009 Page 1

Introduction The eNDeavor performance management system is a nine‐step process that reflects all the steps of

Notre Dame’s performance management system, including goal‐setting, behavioral competencies, mid‐

year reviews, examples of specific achievements, and the year‐end performance review. This is an

automated, electronic version of the paper form we introduced in late 2007 and that, hopefully, you

have used at least once. As you begin to learn the system you will notice that it is an electronic version

of the paper format. As much as possible we have kept the same terminology and look that you are

accustomed to.

The focus of this session will be on the first two steps of the process:

Step 1: Employee Sets <SMART> Goals

Step 2: Manager Reviews Goals

NOTE: To learn more about writing SMART goals, go to hr.nd.edu > Performance Management (tab) >

Goal Setting Worksheet (Professional Development section).

Later this year, we will introduce you to the other seven steps of the performance management system.

This training is based on two assumptions: (1) you have already had some conversation with your

manager about the scope, type and number of goals that you will be pursuing for the year, as well as

activities to include in your development plan, and (2) you have already had some training in writing

SMART goals.

Similarly, if you are a manager, it is assumed that you have given direction to your direct report

regarding goals and a development plan for the year.

Objectives We are going to take you through the first two steps of this process, which will include entering goals

and development plans. If you are a manager, you will also learn how to review employee goals and

development activities and send feedback comments to them. Specifically, after this training you will be

able to:

Log on to eNDeavor and access the performance management system.

UAs a non‐manager U, enter annual goals, review behavioral competencies, enter development

activities and send forward; view manager feedback comments and make changes; send

forward to manager for final approval

UAs a managerU, review direct report’s goals and development plan; send back feedback

comments to employee; and send forward approved goals and activities

Sign out of eNDeavor

Email notification You should receive email notification whenever there is a new task for you to complete. This should

prompt you to log on to eNDeavor and view open tasks on My To Do List.



Sending forward/sending back In this new online process, there is a concept of “sending forward” and “sending back” that is important

to understand. Whenever you have completed a task, you will either Send Forward to the next step or

Send Back to the previous step. As an employee, you will primarily use the Send Forward feature.

For example: When as an employee you set your goals (Step 1), you send forward to Step 2 (Manager

Review). When your manager has feedback comments for you, he/she sends back the comments to

Step 1 (Employee Sets Goals) so the goals can be modified.

Log On to eNDeavor When the performance management system is ready to accept employee input, you will receive an

email notification inviting you to log on to the performance management system. If you have previously

used the learning module of eNDeavor to enroll in classes, you may already be familiar with these logon

procedures. The logon instructions are the same for either module.

1. Open your web browser and go to: endeavor.nd.edu

2. At the Welcome screen, enter your Notre Dame username and password.

3. Click Login. This takes you to the Home Dashboard screen.

The Home Dashboard The Home Dashboard should always be your main destination when you want to work on specific

performance management tasks, or if you get confused during your visit to the site. Using the tabs at

the top, you can return to the Home Dashboard when necessary, verify your team members (managers

only), run reports, and view an organizational chart. From the Navigation pane on the left you can access

other tasks you can perform, such as Notebook.

Send Forward

Send Back

Navigation pane

The Home Dashboard

Your tasks

Your process

completion status

Links to past reviews

Tabs



The Home Dashboard also displays three personalized panels containing links and information important

to your present and past performance management reviews.

UMy To Do ListU: This is where you will go to see if you have any tasks that need to be worked on or

completed. This is the first place you should check after you log on.

UMy Performance Reviews Completion GraphU: This shows you how many of the nine steps remain to be

completed in your performance management process. You may find this a useful reminder of where you

are in the nine‐step progression.

UMy Past ReviewsU: This will contain links to past completed reviews.

Staff: Enter Goals

Before you begin 1. When you first log in, always check My To Do List for items to be worked on. Since you have not

as yet entered goals, you will see the open task Step1: Please complete your goals for the year

<your name>. It will also indicate a status of Not Started and a task Due Date.

2. Click on the blue highlighted word Do (Action column), at the left of the task name. This will take

you to the Workflow Graphics screen (Overview tab), showing the step of the process that you

need to complete.

This screen gives you an overview of the entire nine‐step process. As you work through the

process, the step that needs to be completed next will be highlighted in blue. In this case,

“Step 1: Employee Sets Goals” is highlighted. (NOTE: This is not an active link, but merely an

indicator of where you are in the process.)

For each step of the process, you will need to complete the task required in each of the tabs at

the top of the screen (see below). Notice that when the screen opens, the first tab (Overview) is

active. You will move through the tabs from left to right.



3. If this is the first time you have viewed this screen, scroll down the page to the General

Information area and check that your personal information is correct and the manager listed is

the one you report to.

(NOTE: If this information is incorrect, it should not prohibit you from developing your goals, but

please inform your manager so it can be corrected.)

4. Scroll back up to the top of the screen.

5. Click on the Goals tab to access the Goals screen.

6. Read the bulleted tips in the Information box at the top of the screen. These are general

directions about setting goals that will help you in the process. Some of the more important tips

are:

Make sure your goals are in alignment with the department and university goals.

Always keep in mind that goals should be SMART.

A realistic number of goals is three to five (and up to eight).

This system is flexible in that initial goals can be adjusted and new goals added at

certain times of the year.

Enter your first goal 1. Scroll down to the header Goals: Goals 1 of 1 and click in the box labeled Goal.

2. Enter your first SMART goal in the text box. (NOTE: Since you will be entering a due date in the

box below, it need not be included in your goal.)

000000000

000000000



3. To enter the due date, click the blue box to the right of the arrow buttons. This accesses a

calendar enabling you to select the exact month and date.

4. In the pop‐up calendar, click on the appropriate due date for your goal. (Hint: Use the back and

forward buttons as necessary to scroll through the calendar.) The date you select is

automatically entered in the Due Date field.

Enter additional goals 1. To add an additional goal, scroll to the top of the Goals window and click once on the Add Goal

button (upper left).

It may appear that nothing has happened, but look under the Information box and you will

notice the indicator now shows: “Goals: Goal 1 of 2.”

2. Press Page Down on your keyboard to enter the second goal (Goal 2 of 2).

3. Enter your second goal in the Goal field, as well as the due date.

4. Continue to add the rest of your goals in the same manner.



Remove a goal If you have entered a goal but decide you no longer want it, you can easily remove it.

1. Click the Goals tab, if necessary.

2. Scroll down to the goal you wish to remove.

3. Click the Remove Goal button in the upper left hand corner of the goal’s box you wish to

remove. A prompt box will appear asking you to confirm the deletion.

4. Click OK.

Staff: Review Competencies 1. Click on the Behavioral Competencies tab to access the Behavior Competencies screen.

2. Read the suggestion in the Information box at the top of the screen. This is a reminder that you

should discuss with your supervisor the specific behaviors that are expected for each

competency.

3. Scroll down the page and read the general description for each of the five competencies.

NOTE: Keep the competencies in mind throughout the year and make notes or keep examples

of incidents that demonstrate these behaviors. See the “Notebook” section at the end of this

document for an explanation of how to enter notes regarding your competency examples.



Staff: Enter Development Plan 1. Next click the Development Plan tab.

2. The Information box explains the purpose of identifying development activities that will aid in

the enhancement of skills. You may add up to a total of five development activities.

3. Scroll down to the header Development Plan: 1 of 1.

You are now ready to enter your first activity. Use the graphic of a completed activity below to

see examples of each entry.

4. Click in the Development Activity box and enter your first development activity.

5. In the Target Date box, enter the date you will need to have the development activity

accomplished (click the blue box to access a pop‐up calendar for quick entry).

6. Use the Status dropdown to set the status of the development plan. As staff you will initially

enter Not Started.

7. In the Metrics box, enter the specific measurements that will indicate achievement of the

development activity.

8. In the Action Plan box, enter the steps you will take to accomplish the development activity.



Enter additional development activities 1. To add an additional development activity, scroll to the top of the window and click once on the

Add Development Activities button (upper left).

The Development Plan number indicator for your first plan now reads “Development Plan: 1 of

2” (instead of “1 of 1”).

2. Scroll down to Development Plan: 2 of 2 and add all the information for your second plan.

Remove a development activity If you have entered a development plan but decide you no longer want it, you can easily remove it.

1. Click the Development Plan tab, if necessary.

2. Scroll down to the development activity you wish to remove.

3. Click the Remove Development Activities button in the upper left corner of the development

plan’s box you wish to remove.

A prompt box will appear asking you to confirm the deletion.

4. Click OK.



Save a draft If you are unable to enter all of your goals and development activities in one session, you can save a

draft.

1. Scroll up to the top of the screen.

2. From the Action buttons, click the Save Draft button (upper left).

A prompt box appears asking you to confirm the save.

3. Click Yes. Your draft is now saved. NOTE: Though there is no visible change in the screen, your

draft goals and activities have been saved.

4. Click Dashboard on the Navigation pane at the left to view your To Do List. Notice that it has

been updated with a new status of “Started.”

Complete a draft 1. If you have logged out of eNDeavor, go to endeavor.nd.edu and log in.

2. In My To Do List, click Do. The Workflow Graphics screen (Overview tab) appears.

3. To resume work on your goals, click the Goals tab.

UTo edit an existing goal U: Scroll to the goal you wish to change and revise the content of the

Goal’s text box (or make changes to the due date using the pop‐up calendar).

UTo add more goals U: Click the Add Goal button at the top of the Goals window (upper left), then

scroll down to the new goal’s box and add the text and due date.

UTo remove a goal U: Scroll to the goal you wish to remove and click its Remove Goal button.

4. To resume work on your development activities, click the Development Plan tab.

UTo edit an existing development activity U: Scroll to the activity you wish to change and revise the

content of the Development Activity text box (or make changes to the target date using the pop‐

up calendar).

UTo add more development activities U: Click the Add Development Activities button at the top of

the window (upper left), then scroll down to the new activity’s box and add the text and target

date.

UTo remove a development activity U: Scroll to the activity you wish to remove and click its Remove

Development Activities button.



Staff: Send Completed Goals and Development Plan to Your Manager 1. When you are satisfied that your goals and development activities are complete, click the Send

Forward button at the top of the window.

A prompt box appears asking you to confirm that you want to send the goals and activities

forward.

2. Click Yes. You will receive a system confirmation that the information has been submitted.

3. Click Return to Home to return to the Home Dashboard. Notice that your Step 1: (entering goals

task) has been removed from My To Do List.

NOTE: If you want to view your goals and development activities AFTER they have already been sent to

your manager:

1. From the My Performance Reviews panel on your Home Dashboard, click the link to the Review

Name you wish to view.

2. Click View Form at the top of the Performance Process Status list.



3. Scroll down to see your recently sent forward goal(s) and development activities.

System SignOut Always remember to sign out of the system when you are finished working.

1. Click Sign Out (upper right‐hand corner of the screen).

2. At this point you can either click the red X (upper right corner) to close the browser window, or

click Return to Login Page to log back into the system.



Manager: Review Goals and Development Plan and Send Feedback Comments The manager’s Home Dashboard shown below has two additional panels on the right‐hand side: Team

Performance Reviews and Team Past Reviews. When you first see your Home Dashboard, these panels

may not be visible. The manager’s home dashboard can be customized to add or remove panels as

needed. See the section “Customize the Manager Dashboard” at the end of this document.

UTeam Performance Reviews U: This panel shows the current status of each direct report’s

performance management process. Click on the blue link for a particular employee to view the

performance process status screen for that employee.

UTeam Past Reviews U: This provides access to past reviews for each direct report.

Review goals and development plan 1. Look at My To Do List. You will see the open task Step 2: Please review the goals for the year for

your employee, <employee’s name> (in this instance, Susan).

2. Click Do (Action column), at the left of the task name. This will take you to the Workflow

Graphics screen (Overview tab), showing the step of the process that you need to complete.

In this case “Step 2: Manager Reviews Goals” is highlighted. (NOTE: This is not an active link, but

merely an indicator of where you are in the process.)



3. Click the Goals tab and scroll to review the goals your employee submitted.

Let’s assume that as manager you decide that the approval time should be reduced by 30%

rather than 50%.

4. Click the Development Plan tab and review your employee’s development activities.

In this instance, you decide to have the employee remove the first activity (PowerPoint 2007).

Send feedback comments As a manager, you cannot remove or revise an employee’s goals or development activities. You can send

feedback comments requesting the changes.

1. To ask your employee to revise the goal and activity, click Send Back at the top of the screen.

A prompt box appears asking you to confirm the Send Back.

2. Click Yes to confirm the Send Back. A Feedback Comments box will appear.

3. In the text field, enter your feedback comment (Goal 1: Lower reduction of approval time to

30%. Development Activity 1: Remove entire activity.) and click Send Back again.



You will receive a system confirmation that the information (your feedback comments) was

successfully submitted.

4. Click Return to Home button to return to the Home Dashboard. Notice that Step 2: (review

Susan’s goals) has been removed from My To Do List.

NOTE: If you have more than one direct report whose goals and activities need to be reviewed

(or other administrative tasks), you may still have tasks listed.

5. If your work is currently complete in eNDeavor, click Sign Out in upper right corner of screen

and click the Close button (red x) to close your browser window.

Staff: Revise Goals and Development Plan after Manager Review If your manager has reviewed your goals and development plan and has determined that some

revision(s) need to be made, he/she will “send back” feedback comments to you. For the purposes of

these instructions, we will assume feedback has been sent by your manager.

1. Go to endeavor.nd.edu and log in using your username and password. This takes you to the

Home Dashboard screen.

2. Look at My To Do List. You will again see the open task: Step 1: Please complete your goals for

the year <your name>.

3. Click on the blue highlighted word Do (Action column), at the left of the task name. This will take

you to the Feedback/Comments screen.

4. Read your manager’s comments, which appear directly below the Feedback Comments tab. In

this instance your manager is asking you to change a percentage in Goal 1 and remove

Activity 1.

5. Click the Goals tab.



6. Scroll down to the goal that needs to be revised and make the change. In this example you are

changing the percentage in Goal 1 from 50% to 30%.

NOTE: The Add Goals and Remove Goal buttons are still active in this screen, should your

manager’s feedback require you use them.

7. Since your manager has requested that you remove a development activity, click Development

Plan tab and scroll to Development Plan: 1 of 2, the activity to be removed.

8. Click Remove Development Activities.

9. Click OK to confirm the removal. Notice that the activity is removed and only one development

plan remains.

10. When you are done revising your goals and development plan, click the Send Forward button at

the top of the window.

11. A prompt box appears asking you to confirm that you want to send forward.



12. Click Yes. You will receive a system confirmation that the revisions have been submitted.

13. Click Return to Home to return to the Home Dashboard. Notice that Step 1: (complete your

goals) has been removed from My To Do List.



Manager: Approve Goals and Development Plan After the employee has made the appropriate changes to his/her goals and and development activities

and sent them forward to you, you will be asked to review them again.

1. Go to endeavor.nd.edu and log in using your username and password. This takes you to the

Home Dashboard screen.

2. Look at My To Do List. You will see the open task: Step 2: Please review the goals for the year

for your employee, <employee’s name>.

3. Click on Do (Action column), at the left of the task name. This will take you to the Workflow

Graphics screen (Overview tab), showing the step of the process that you need to complete.

In this case Step 2: Manager Reviews Goals is again highlighted.

4. Click the Goals tab and scroll to review the goals your employee submitted.

In this instance, the employee has changed the approval time reduction from 50% to 30%, as

you requested.



5. Click the Development Plan tab.

In this instance, the employee has removed the first activity, leaving only one (the leadership

meetings).

6. To approve the goals and development plan, click Send Forward at the top of the screen.

7. Click Yes to the confirmation screen. You will receive a system confirmation of the Send Forward

action.

8. Click Return to Home button. Notice that your task to review that particular employee’s goals

has been removed from My To Do List.





Use the Notebook Function The Notebook tool can be used to keep personal notes regarding your performance management. For

instance, you could enter examples of progress against your goals directly into your Notebook, or you

can also copy information from a Word document and paste it into your Notebook.

1. To access the Notebook, click the Notebook icon in the Home Navigation pane (to the left of

your Home Dashboard).

2. To create a new note, click the New button.

A new note screen opens. The date of entry is already populated with the current date. (This can

be changed by clicking the blue box and using the pop‐up calendar.)

3. If the note references an employee, you can click Select in the Name field and perform a search

to choose the appropriate name from the search results (this is a function that would normally

be used by a manager).

4. To easily distinguish this note from other notes, enter a descriptive subject in the subject field.

5. Enter the text of your note in the Notes field.

6. To print the note, click the Print icon (upper left).

7. Click Save. You are returned to the Notebook screen and a list of your current notes.

8. For each saved note you have three choices available from the Action dropdown menu:

UView U: Access a note to read only (no active fields).

UEditU: Access a note to make changes.

UDelete U: Remove a note.

NOTE: You can also print from either the View or Edit mode.



Staff: Use Org Chart You can use the Org Chart function to view the entire organization through a series of drill up selections.

1. Click the Org Chart tab above the Home Dashboard. This shows your position information.

Right‐click on your position box and select Drill Up.

This displays the next level of the org chart.

You can continue drilling up in the org chart to see other levels within the organization.



Manager’s Addendum

Customize the Manager Dashboard If you are a manager, you can add or remove pre‐defined panels (or reportlets) to your Home

Dashboard.

Add a reportlet to the dashboard 1. In the upper right corner of your Home Dashboard, click Customize.

2. Click New.

3. In the Edit Reportlet box of the Customize Home Dashboard window:

a. From the Reportlet dropdown menu, scroll down the list and select the reportlet you

wish to add. In this example, we have selected Team Performance Review.

b. From the Column dropdown, select the column in which you wish to place the panel (1

for the left side of the screen, 2 for the right side).

c. From the Visibility dropdown, select Expanded to view all the contents of the panel.



5. Click Save (under Edit Reportlets).

You are returned to the reportlets list. The reportlet you just added will appear at the bottom of

the list.

6. At this point, you have two options:

a. Click Save (at the top of the window) to save the changes to your Home Dashboard (you

will be returned to the Home Dashboard where you will see the new panel added at the

bottom of the chosen column)

OR

b. Click New and add other reportlets (if you do this, don’t forget to click Save at the top of

the window when you are done making all your changes).



Delete a reportlet from the dashboard 1. In the upper right corner of your Home Dashboard, click Customize.

2. Locate the reportlet you wish to delete and from its dropdown (Action column), select Delete.

3. Click Save to delete the reportlet and return to your Home Dashboard.

Use Org Chart

View organization chart You can use the Org Chart function to view the entire organization through a series of drill up or down

down selections.

1. Click the Org Chart tab above the Home Dashboard. This shows you and your team of direct

reports.

2. Right‐click on a position box and select Drill Up or Drill Down to view the next level.

View personal profiles You can also use the Org Chart function to view the details of your or a direct report’s talent summary.

1. Click the Org Chart tab above the Home Dashboard.

2. Right‐click on the employee’s position box in the organization chart and choose View Personal

Profile.

The Talent Summary window opens with a series of tabs from which you can access information

about the employee.

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