UR Talent Web Goals - University of RichmondWhen you login to Talent Web, you will be taken directly...

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LOGIN1. SignintoURTalentWebfromtheHRhomepage(forPCusers,therecommendedbrowser

isInternetExplorer)https://richmond.csod.com/samldefault.aspx2. UserIDisyourNetID–theIDyouusetologontotheUniversityofRichmondnetwork(i.e.

sjones5)3. YourinitialpasswordisRichmond1.Afteryoulogonthefirsttime,youwillbeprompted

tochangeyourpassword4. Ifyouforget,orhaveforgottenyourpassword,clickon“ForgotPassword?”--youwill

receiveanemailwithinstructionsforresettingyourpassword5. Pleasebeawareifyoutrytologonunsuccessfully3times,youwillbelockedoutofthe

systemfor1hour,andHRwillnotbeabletoassistyouduringthistime.

URTalentWeb - Goals

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1. HowcanIviewgoalsthatarealreadyinTalentWeb?WhenyoulogintoTalentWeb,youwillbetakendirectlytoyour“Actions”page.Ifyouhaveanygoals,theywillbelistedherealongwithanytrainingeventsyou’veregisteredfor.Ifyou’dliketoonlyviewgoals,clickontheupsidedowntrianglenextto“ShowAll”andselect“Goals”fromthedropdownmenu.

2. HowdoIcreatemygoals?Talktoyoursupervisortogainagreementonyourperformanceexpectationsforthenextyear.Clickon“CreateGoals”inthedropdownboxunder“Options”intheupperrighthandcorneroftheActionspage.Thiswilltakeyoudirectlytothepagetocreateanewgoal.

VIEWANDCREATEGOALSFORYOURSELF

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WriteaSMARTGoal:1. Writethetitleofthegoal,forexample“CustomerService”2. IntheGoalStatementsection,writethespecificmeasurablegoal.Forexample,

“Provideoutstandingcustomerservicetoallstudents,parents,andcolleagues”.3. Youcanupdatethedatesbyclickingonthecalendariconnexttothestartdateanddue

dates.4. Addspecificmeasurabletasksbyclickingonthe“AddTasks”button.Forexample,

“Receive98%satisfactionratingsoncustomersurveys”or“Respondtoallcustomerrequestswithin48hours”.Ifyouaddtasks,besuretoincludetheduedatesusingthecalendariconandclick“Done”.

5. Ifyouwouldliketoaddanattachment,clickonthe“ChooseFile”buttonundertheword“Attachments”andfollowthepromptstouploadadocumentfromyourfiles.

6. Whenyouhavefinishedwritingthegoal,click“Submit”.7. YournewgoalswillnotappearinyourActionslistuntilyourSupervisorhasapproved

them.

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3. HowcanIadvanceagoalfromlastyear?FromyourActionspage,clickon“Options”intheupperrighthandcorner.Select“ViewAllGoals”.Clickon“CurrentPeriod”inthelefthandcorner.Select“PreviousPeriod”.Findthegoalyouwouldliketoadvancetothisyear.Clickontheupsidedowntriangletotherightandselect“Advance”.Thegoalwilldisplayonthenextscreenandyoucaneditfromthatpage.

4. HowcanIrequestthatmysupervisorapprovemygoals?Oncethegoalhasbeensubmitted,youwillimmediatelybetakenbacktoyour“Actions”page.Clickonthe“Options”triangleandchoose“ViewAllGoals”fromthedropdownmenu.

Youwillbetakentoapagethatlistsallyourgoals.Anynewgoalsthathavenotbeenapprovedwillshowas“PendingApproval”.Click“SendApprovalRequest”,whichwillsendanautomatedemailtoyoursupervisorsothatthegoalscanbeapproved.Onceapproved,thegoalwillshowas“Approved”.

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1. HowcanImakechangestoagoal?Onceyoulogin,youwillbetakendirectlytoyour“Actions”page.Ifyouhaveanygoals,theywillbelistedherealongwithanytrainingeventsyou’veregisteredfor.Ifyou’dliketoonlyviewgoals,clickontheupsidedowntrianglenextto“ShowAll”andselect“Goals”fromthedropdownmenu.

Findthegoalyou’dliketoupdate,andclickon“Manage”.Youwillbetakentoyour“Goals”pageandthespecificgoalyouwouldliketoupdate.

CHANGE,ADDCOMMENTS,ANDPRINTGOALS

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Clickontheinvertedtriangleandchoose“Edit”fromthedropdownmenu.

Fromthispage,youcanchangethetitleofthegoal,changethedescriptioninthetextbox,changestartandduedates,editordeleteatask,addatask,addanattachment,andaddcomments.

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Onceyou’vemadeallyourchanges,besuretoclick“Submit”atthebottomofthepage.Yoursupervisorwillneedtoapprovetheupdatedgoalinorderforyoutoseeitonyour“Actions”listwhenyoulogin(seequestion#3aboveforinstructionsonhowtosendanapprovalrequest).

2. HowcanIdeleteagoal?WhenyoulogintoTalentWeb,youwillbetakendirectlytoyour“Actions”page.Ifyouhaveanygoals,theywillbelistedherealongwithanytrainingeventsyou’veregisteredfor.Ifyou’dliketoonlyviewgoals,clickontheupsidedowntriangleandselect“Goals”fromthedropdownmenu.Clickon“CreateGoals”inthedropdownboxunder“Options”intheupperrighthandcorneroftheActionspage.Thiswilltakeyoudirectlytoyour“Goals”page.

Fromyourgoalspage,findthegoalyou’dliketodelete.Clickontheinvertedtriangleandchoose“Cancel”fromthedropdownmenu.

3. HowcanIprintacopyofmygoals?

Clickon“Options”intheupperrighthandcornerofyour“Goals”page.Choose“DownloadPDF-MyGoals”fromthedropdownmenu.

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APDFdocumentofyourgoalswilldisplay.Click“File”then“Print”inyourcomputertoolbar.

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1. HowcanIviewmyteam’sandanemployee’sgoals?Whenyoulogin,youwillbeonyour“Actions”page.Click“Performance”inthemenuacrossthetopofthepage.Select“Goals”fromthedropdownmenu.

Click“TeamGoals”.

GOALSFORYOUREMPLOYEES

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Alistofyourdirectreportswillbedisplayed.Ifanemployeehasgoalsinthesystem,therewillbeatriangleontherightsideofthescreen.Clickthetriangle.

Alistoftheemployee’sgoalswillbedisplayed.Clickoneachgoaltoviewthecomments,tasks,and/orattachments.Ifyou’dliketoeditagoal(addatask,attachmentorcomment),clickontheinvertedtriangle,andchoose“Edit”fromthedropdownmenu.

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2. HowcanIprintanemployee’sgoals?Chooseanemployeefromyourteamgoalspage.Clickonthetriangletotherightofthepage(asabove).Click“Options”intheupperrighthandcornerofthepageandchoose“DownloadPDF”fromthedropdownmenu.

ThePDFdocumentwilldisplay.Gotoyourcomputermenubarandchoose“File”,then“Print”.

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3. HowcanIassignagoaltoanemployeeortomyteam?

Gotoyour“Goals”page.Click“Create”intheupperrighthandcornerofthescreen.

Writethetitleofthenewgoalandincludeinformationinthe“goalstatement”thatdescribesthegoal.Clicktheassignto“YourTeam”radiobuttonatthebottomofthepage.

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Placeacheckmarknexttoeachemployeewhomyou’dliketoassignthegoal.Click“submit”atthebottomofthepage.

4. HowdoIapprovegoals?Clickon“Home”intheupperlefthandcornerofthescreen.Select“Announcements”fromthedropdownmenu.Ifyouhavegoalstoapprove,youwillhaveamessageinyour“inbox”toapprovethegoals.Click“ApproveGoals”.