WaveWorks: A Guide to Goals for Employees

This guide provides essential insights into effectively managing and setting both performance and development goals within the WaveWorks platform. It outlines the step-by-step process for accessing, creating, and updating goals, ensuring employees can align their objectives with organizational expectations. By following this guide, employees can enhance their career growth and performance tracking.

Talent Development
64 steps
19 minutes

Access Your Goals

Navigate to [WaveWorks](https://waveworks.tulane.edu)

Click "Career and Performance"

Click "Goals Center"

You can see any existing goals and their statuses below. Click on the goal names to see more details.

Note that there are tabs for both performance goals and development goals. **Performance goals** focus on achieving specific, measurable outcomes related to your current job responsibilities. These goals are typically short-term and directly tied to the expectations of your role and Tulane's organizational objectives. **Development goals** center on building new skills, knowledge, or competencies that support your personal and professional growth. These goals are future-focused and help prepare you for career advancement and evolving responsibilities. *When first clicking on the goal center, the default is performance goals. The goal functionality is the same for performance and development goals. Manager approval is required for performance goals, but not development goals.*

Create New Goals

To add a new goal, click on "Add"

Give the goal a name.

Click to add a description of the goal.

Next, input success criteria.

You can also use the AI assist to help develop your goal. The AI Assist edits your goal name, additional info, and success criteria only. A general note on AI: the AI will only be as good as the information you give it. Start with good idea of what you want to write, and the AI will revise and add to it. AI Disclaimer: AI makes mistakes. Make sure to review any content given by the AI Assist and edit as necessary.

You can add comments if you'd like.

Next, select a goal start date. *The default start date is January 1 of the current year.*

Next, select a goal end date. *The default end date is December 31 of the current year.*

Click the "Priority" field.

Assign the appropriate priority.

Click the "Category" field.

Assign a goal category

If this is a measurable goal, switch the toggle on.

Fill out the measurement characteristics as applicable.

Click "Add" to add tasks that will help you achieve this goal.

Enter a task name

Enter as many details as you like.

Click "Save" when finished entering the task.

Repeat the steps as necessary.

Next, add target outcomes for this goal, if applicable.

These items will appear in your Talent Profile in the appropriate section once the goal has been marked complete.

Click "Add" when finished building your goal.

Performance goals will need to be approved by your manager. You can add and edit as many existing goals as you like before submitting for approval. Once you submit for approval, you will no longer be able to add new or update existing performance goals until your manager has approved them.

Let's add another goal before we submit goals for approval.

Follow the same steps as before. The only required section is the name of the goal, but the more information you put, the better. Your manager may request additional information be added to a goal with too little detail.

Add the goal description

And success criteria

Click "Add" when finished.

When finished editing your goals, click "Submit"

\[Optional\] Click to add a comment on the notification to your manager.

Click "Submit" when ready.

Update a Goal's Progress

Both you and your manager can update a goal's progress. If you update a performance goal, it must be submitted to your manager for approval.

Click on the goal you'd like to update.

You can view previous notes related to these goals on the sidebar. This includes both progress notes updated on the goal, and mentions in check ins.

Click the status drop down.

Update the status accordingly

When first changing a goal status to "in progress," the completion percentage will automatically update to 25%.

Use the up and down arrows to adjust the completion percentage.

Click in the textbox to leave a progress note.

Click "Update Progress" when finished.

Click the back button

This notice lets you know you have changes pending submission for approval. Make sure to make all necessary performance goal updates before clicking submit, as you will not be able to make any additional changes until your manager approves your updates.

Click "Submit" when ready

\[Optional\] Type a comment to be included in the notification to your manager

Click "Submit" when ready.

Your **performance goals** are now locked for edits until your manager approves your updates. *Development goals can be added/updated at any point.*

Additional Actions on Existing Goals

To take action on an existing goal, click the "..." button next to the goal.

**Available Goal Actions:** **Share:** share a goal with a colleague, allowing them to make the goal their own if desired. **Align:** indicate alignment with another goal, such as an organization-wide goal, or one shared by someone else. **Assign**: assign the goal to a direct or indirect report, if you are a manager. **Copy**: duplicate the goal. **Move**: move the goal to a different goal plan (year) **Extend**: extend the goal timeline into the next goal plan year **Delete**: delete the goal forever. There is no way to recover deleted goals. **Cancel**: cancel the goal when it is no longer being worked on, while retaining the goal's information and associated notes. **Make Inactive**: essentially pausing a goal. You're not actively working on it right now, but dont want to delete it outright. \*NOTE: options differ between performance and development goals.

Step

Alert!

Explore Shared Goals

Leaders at Tulane may choose to create and share goals with their units. Your manager, department head, your senior leader, the President, and any leader in between may choose to share goals.

Click "Explore"

Click the "view" button to filter different goals.

Click the "..." button

You can align a shared goal to one of your goals, or ignore a shared goal to remove it from this view.

Click this button to add it as your goal and align. Follow the steps above for creating a goal to complete the process.

Click the "Shared" filter

Change to Library

Click "Copy" to make a library goal your own. Follow the steps for creating a goal above to complete the process.

WaveWorks: A Guide to Goals for Employees

Talent Development
64 steps
19 minutes

Access Your Goals

Navigate to [WaveWorks](https://waveworks.tulane.edu)

Click "Career and Performance"

Click "Goals Center"

You can see any existing goals and their statuses below. Click on the goal names to see more details.

Create New Goals

To add a new goal, click on "Add"

Give the goal a name.

Click to add a description of the goal.

Next, input success criteria.

You can add comments if you'd like.

Next, select a goal start date. *The default start date is January 1 of the current year.*

Next, select a goal end date. *The default end date is December 31 of the current year.*

Click the "Priority" field.

Assign the appropriate priority.

Click the "Category" field.

Assign a goal category

If this is a measurable goal, switch the toggle on.

Fill out the measurement characteristics as applicable.

Click "Add" to add tasks that will help you achieve this goal.

Enter a task name

Enter as many details as you like.

Click "Save" when finished entering the task.

Repeat the steps as necessary.

Next, add target outcomes for this goal, if applicable.

These items will appear in your Talent Profile in the appropriate section once the goal has been marked complete.

Click "Add" when finished building your goal.

Let's add another goal before we submit goals for approval.

Add the goal description

And success criteria

Click "Add" when finished.

When finished editing your goals, click "Submit"

\[Optional\] Click to add a comment on the notification to your manager.

Click "Submit" when ready.

Update a Goal's Progress

Both you and your manager can update a goal's progress. If you update a performance goal, it must be submitted to your manager for approval.

Click on the goal you'd like to update.

You can view previous notes related to these goals on the sidebar. This includes both progress notes updated on the goal, and mentions in check ins.

Click the status drop down.

Update the status accordingly

When first changing a goal status to "in progress," the completion percentage will automatically update to 25%.

Use the up and down arrows to adjust the completion percentage.

Click in the textbox to leave a progress note.

Click "Update Progress" when finished.

Click the back button

Click "Submit" when ready

\[Optional\] Type a comment to be included in the notification to your manager

Click "Submit" when ready.

Your **performance goals** are now locked for edits until your manager approves your updates. *Development goals can be added/updated at any point.*

Additional Actions on Existing Goals

To take action on an existing goal, click the "..." button next to the goal.

Step

Alert!

Explore Shared Goals

Leaders at Tulane may choose to create and share goals with their units. Your manager, department head, your senior leader, the President, and any leader in between may choose to share goals.

Click "Explore"

Click the "view" button to filter different goals.

Click the "..." button

You can align a shared goal to one of your goals, or ignore a shared goal to remove it from this view.

Click this button to add it as your goal and align. Follow the steps above for creating a goal to complete the process.

Click the "Shared" filter

Change to Library

Click "Copy" to make a library goal your own. Follow the steps for creating a goal above to complete the process.