Begin Creating a Goal

1. Starting from the Cornerstone homepage, navigate to the Performance Planning page by clicking the tile or clicking the hamburger menu and selecting Performance Planning.

2. In the top right of the Performance Planning page, click the Create button.

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Title & Description

1. Add a title for your goal.

2. When adding a description, you can use the text editor controls for formatting. You can also copy from MS Word or other text editing programs and often retain formatting.

3. If you ultimately choose to ​allow others to see and align to your goal, they will only see the title and description.

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1. Click on the Align button.

2. You will see a list of your goals, as well as any your supervisor has made visible to you.

3. Choose a goal from the list to align by selecting the radio button to the right.

4. Click the Align button on the bottom right.

   1. If you decide not to align to another goal, you can select Cancel instead of Align.

   2. If you check the box to "overwrite the following fields when aligning: Title, Description, Weight" then the goal you are in the process of creating will copy those three fields with information from the goal you've chosen to align with, and overwrite any text you may have entered.

5. You'll now see a visual representation of your alignment.

6. If you wish to change or cancel your alignment, use the Edit button.

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The type of goal and the University Imperative to which the goal aligns are required.

1. Click the dropdown for Type and choose if you are creating a competency, goal, or job duty.

2. Click the dropdown for University Imperative and choose the imperatives for this goal; you may choose multiple.

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Tasks and targets allow you to add in objectives and key results that apply to the goal you are creating. Adding tasks and targets is not required, but can be very useful for tracking and evaluating performance.

1. Click the Add Tasks or Targets button.

2. Enter a brief description of the task or target.

3. Check the box to Include Target.

4. Select the type of measurement for your target.

5. Enter the measurement values.

6. Click Done on the bottom right of the box.

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Relevant documents can be added to a goal as additional references or resources. Each goal can have up to three documents attached.

1. Click the Choose File button.

2. Select the document you wish to upload from your computer.

3. If you decide you do not need the document, click the X next to the document to remove it.
   

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Submitting a goal for approval will route the goal to your supervisor, and once approved it will be added to your performance plan. To submit the goal for approval click “Send Approval Request” on the top. This will send an email to your supervisor to check their Inbox in Cornerstone to approve your request.

If you submit a goal as a supervisor for your employee, it will add the goal to the employees plan with no approval required.

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