Update Employee Performance Goals

This guide will cover:

• Adding one specific goal to multiple reports who are part of a team.
• Adding a goal for one direct report/employee on your team.
• Reviewing/editing a goal for one direct report/employee on your team.

This guide details the steps for completing this process using Supervisor/Manager WyoCloud access.  Note: If you do not see the features described in this guide, your assigned WyoCloud training is likely incomplete.  This training is available within WyoCloud under My Profile > Learning.

 

Step One

Navigating to Goals

• After logging in to WyoCloud, click on the Navigation Menu designated by the 3-horizontal lines in the upper left-hand corner.

• Click My Team module to expand, then click on the Team Goals Center application.

 

Adding a Team Performance Goal

• The current review period will display at the top. Select the correct Review Period

 

• All your direct reports will be listed under My Team. Select Assign Goal.

• Under New Goal, enter the team goal details.
• Enter a Goal Name (1), Any Additional Info (2), and the Success Criteria (3) to indicate goal achievement.
  • Once the Goal Name is entered, the AI Assist button will be available.

• Enter the Start Date, Target Completion Date, and Weight
• Enter the employees you want the goal assigned to

The Include myself check box allows you to include yourself in the team goal. Check or uncheck as you see fit.

 

• When ready to finalize the new goal, click Add in the top right corner.

 

Adding an Employee Performance Goal

• Under the My Team section, locate the employee you want to add a goal for.
  • Click the name of the employee under Performance Goals.

• The Goals page will open listing the employee’s Performance Goals for the current review period.

Note: The Goals page will always default to the most current review period. To review past goals, click the down arrow next to the review period name and you will see past review periods. Goals added to the current review period will pull into the current evaluation (e.g.: goals added to the 2024 review period will pull into the 2024 evaluation).

 

• Click the +Add button.

• The Add New Goal page will open.
  • Enter a Goal Name (1), Any Additional Info (2), and the Success Criteria (3) to indicate goal achievement.
    • Once the Goal Name is entered, the AI Assist button will be available.
  • The Start Date and Target Completion Date will auto-populate based on the review period. These dates can be changed if desired.

 

• When ready to finalize the new goal, click Add.

 

Reviewing/Editing an Employee Performance Goal

• Under the My Team section, locate the employee you want to review/edit a goal for.
  • Click the name of the employee under Performance Goals.

• The Goals page will open listing the employee’s Performance Goals for the current review period.

Note: The Goals page will always default to the most current review period. To review past goals, click the down arrow next to the review period name and you will see past review periods. Goals added to the current review period will pull into the current evaluation (e.g.: goals added to the 2024 review period will pull into the 2024 evaluation).

 

• Locate the goal you want to edit, and click the name of the goal

• Click Edit Goal

 

• Click Update when finished editing the goal.

 

Note: Only individual employee goals can be edited. To edit a team goal, the goal editing process must be completed separately for each team member.