Online Process Steps to Set Goals[1]

8/10/2019 Online Process Steps to Set Goals[1]

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Per tool default, you will be inthe 2014 business period

From the Quick Links section of your Employee Center, selectMy Goal Plan

Select Create your 2014 Goal Plan

OurTalentHow to Set Individual KPIs


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ABP eligible employees should begin by selecting

click here to view your organizations goals(found in the instruction section under More

Actions)

View Business KPIs

To learn if you are ABP eligible , Additional JobInformation section of your Talent Profile

Employee Individual KPIs need to align with Corporate and Business KPIs ,and require manager approval


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To create a new KPI, select the green + sign

It is recommended that you create no more than 3-5 Individual KPIs intotal

For ABP purposes, 1-3 of your Individual KPIs must be measurable

Create a New Goal (KPI)


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You will be asked if you want to create goals: Manually - enter details in the Create a Goal box Through alignment Allows you to select certainKPIs from your managers Goal Plan and copy it toyour own Goal Plan

From previous plan Use Goal Selector box toselect the Goal

Goal (KPI)Alignment


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Goal (KPI) Alignment

KPIs need to be aligned

Alignment can be done by managers who can cascade KPIs by using theAssign function or by employees who can select certain KPIs from their

managers Goal Plan and copy them to their own Goal Plan using theThrough Alignment function

When Through Alignment is chosen, theemployee can see and select KPIs from

their manager that the manager hasmarked as Public


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Goal (KPI) Alignment

Click on Selected Employees, thenselect the direct report(s) to whom

you want to assign the KPI(s)

The KPI will then appear in the GoalPlan of the assigned employee(s)

Another way for a manager to share KPIs with their employeesis to use the Assign feature to cascade KPIs to direct reports

Assign the selected goal to my direct reports

To assign, from your Goal Plan, selectthe KPI(s) you want to assign, then

select the button "Assign theselected Goal to my direct reports"


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Mark as ABP EligibleIndicates if this KPI's % of

achievement is to be used todetermine the payout of the ABP

No more than 1-3 of anemployees Individual KPIs

may be selected for ABPeligibility

ABP eligible KPIs should bealigned or cascaded by the

manager to their reports(following direction from their

leadership).Managers and employees jointly

determine which KPIs aremarked as ABP eligible

Mark as PublicPer default, all KPIs are Public and

must be unchecked to makePrivate

KPIs marked as Public can beviewed by the direct reports of

their Manager and used to createa KPI through the alignment option

Include in performance reviewWhen required, the tool will calculatean Overall Performance Level (OPL)using the ratings of all KPIs markedas Include in performance review

Managers and employees should

jointly determine which KPI(s)should be excluded from the OPL(e.g., a development KPI such as

completing a course )

Goal (KPI) Options


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ABP eligible Individual KPIs must bemeasurable

Goals (KPIs)


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ABPEligible flag

Not Alignedflag

Flags

After identifying ABP eligible KPIs and/or aligning KPIs,

flags will appear on the Goal Plan page


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Attach a File

Employees can add attachments to their own Goal Plan. Managers cannot attach documents to

their employees Goal Plans but will be able to see the documents attached by their employee .The maximum allowable, combined file size for all attachments per Goal Plan year is 5 MBs

If you use the Attachment function to enter your KPIs into the tool, you MUST create at least one generic KPI(can be named "see attachment "). This KPI will be flagged as ABP Eligible. It will be used tocalculate your ABP eligible KPI % of achievement and its rating will provide your Overall Performance Levelthat will be sent to the compensation tool in 2015. Without those two elements, your Individual part of theABP will be at 0

Select OK to add

Browse for the file to be addedTo begin, select Show Tools

ABP eligible employees you must enter all KPI detail/vaues into the tool. Attachments can be usedfor additional description, but cannot contain the values and measures


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To remove a KPI, check the KPI to be deleted, select the red " -" button andconfirm your decision

To update a KPI, edit the fields you want to change and press the Save buttonSome edits will require a manager to re-approve the Goal Plan*

Delete and Update a KPI

*Edits/changes that revert the Goal Plan to unapproved status include changes to: KPI name,description, initial value, target value, measurement text, rating


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Request Goal Plan Approval

Approval must be requested from a manager for new or updated KPI(s) from the TaskBar or by selecting the More Actions drop down where you can also select the option

Request Approval

January 1 2014


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Review the KPIs and then approve or reject. If you reject, you shouldinform your employee of the reason for the rejection

For People Managers - Approve/Reject Goal Plan for direct reports

After an employee completes their KPIs and requests managerapproval, you will be notified via email and a new task will appearin your Task List


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Online Help

Frequently asked Questions are available to you from within your GoalPlan

Additional Q&As are available on the Dialogue website:http://all.alcatel-lucent.com/wps/portal/hr/ourtalentdialogue
http://all.alcatel-lucent.com/wps/portal/hr/ourtalentdialoguehttp://all.alcatel-lucent.com/wps/portal/hr/ourtalentdialoguehttp://all.alcatel-lucent.com/wps/portal/hr/ourtalentdialoguehttp://all.alcatel-lucent.com/wps/portal/hr/ourtalentdialogue

Documents

Online Process Steps to Set Goals[1]