Achieve365 for Walden University Colleagues - Instructional Guide

Achieve365 Guide: For Walden University colleagues

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Achieve365 guide for Walden University colleagues

The guide is intended to support all Walden University colleagues who are transitioning from the SuccessFactors (SHRPS) platform to Achieve365 for performance management.

This guide provides instruction to colleagues regarding: -

An overview of Achieve365 The Goal Review Task and how to Edit, Cancel, and Create goals within the task How goals are approved and denied An overview of Goal Statuses The Check-In and Feedback process How to Add and View Comments on goals

Table of Contents i. ii. iii. iv. v. vi. vii. viii. ix. x. xi. xii. xiii.

Overview of Achieve365 Goal Review Task Process Goal Review Task – Approval Goal Review Task – Denial Goal Review Task – Edit Goal Goal Review Task – Cancel Goal Goal Review Task - Create Goal Goal Status Update Goal Status Check-Ins FY22 General Performance Feedback Throughout the Year Add Comments to Goals and View Comments Achieve365 Resources

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What is Achieve365?

Achieve365 is Adtalem's approach to performance management. We believe that through clearly aligned performance and development goals along with regular feedback and transparent conversation about progress, we help colleagues, perform at their best, grow their careers and help Adtalem achieve its goals.

What is MAP (My Achievement Plan)?

Within Commons - Achieve365 Hub, colleagues are expected to develop their MAP (My Achievement Plan). This includes setting goals for the year, providing and soliciting feedback, and setting up check-ins with your supervisor.

Adtalem’s Performance Management Year Adtalem’s performance management year starts July of each year and runs through June. Between July and August, colleagues are expected to enter goals into Achieve365 via Commons. During the same time, the Annual Review process for the prior performance year also takes place.

During the performance year, we encourage quarterly check-ins take place. during the performance year. More frequent check-ins are encouraged but at a minimum, managers are required to have a quarterly check in with their direct colleagues.

Goal Review Task Overview – For Walden Walden University’s transition to the Adtalem family also means some changes in technology.

SuccessFactors (SHRPS), Walden University’s former performance management platform is no longer accessible to Walden University colleagues. Adtalem has worked hard to ensure the individual objectives set by Walden University colleagues in SuccessFactors (SHRPS) are accurately imported into Achieve365.

Now it’s time to review those goals to ensure they are still applicable for the remainder of the year, if the goals need to be modified, or need to be canceled.

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NOTE: Adtalem’s performance year runs from July through June, so the goals imported from SuccessFactors (SHRPS) will be active through June. After that time, Walden colleagues will FULLY align with Adtalem’s performance year and will be required to create new goals between July and August.

Each Walden colleague has been assigned an Achieve365: FY22 Goal Review Task.

Walden colleagues will use this task to review previously created individual goals. This task will also need to be submitted for manager review and approval.

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Goal Review Task Process Walden colleagues will use this task to review their previously created individual objectives and determine if they are still applicable for the remainder of the year, if the goals need to be modified, or canceled. This task will also need to be submitted for manager review and approval.

1. After navigating to Commons, you’ll see the Goal Review Task in the Your Tasks section. Click the Achieve365: FY22 Goal Review Task.

2. Clicking on the task will take you to the Goal Review Task page, where you can review your goals for the year. The Step Progression takes you through the goal creation/review and approval process.

3. The step progression includes a progress meter. The progress meter will start at 0% but will increase as you review your goals. The progress meter does not reflect your addition of goals and the number of goals. Do not use this meter as a determining factor in adding your goals.

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4. Click Get Started to begin.

5. The next step is to review the goals to determine if these goals are still applicable for the remainder of the year, if they need to be modified, or canceled. a. To learn how to Edit Goals, Cancel Goals, and Create New Goals, keep reading on.

6. All goals default to a weight of 0% so all goals will need to be modified to reflect a weight.

When adding a Weight %, please make sure that the total weight across all goals equals a weight of 100%. Goal Weight should be distributed based on the importance and the impact an individual goal will have on your overall importance.

7. After you’ve reviewed the goals, it’s time to submit them for approval. a. The Total Weight for all the goals created must equal 100%. If the total goal weight is not equal to 100%, the task will present an error, highlighted in RED. This means you must modify your goal weights to equal 100%.

8. After entering your goals and adjusting the total weight, click Submit. a. You also have the option to Save and Exit if you aren’t finished.

9. After clicking Submit, you’ll be prompted with 1 of 2 confirmation messages… a. If your Total Goal Weight equals 100%, you’ll receive a simple confirmation message.

Click Submit to send your goals to your manager for review and approval.

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b. If your Total Goal Weight DOES NOT equal 100%, you’ll receive a message advising that your Total Goal Weight does not equal 100% and if you want to proceed anyway. Click Submit if you are not going to adjust. Again, the Total Goal Weight should equal 100%.

10. After submitting your Goal Review Task for approval, the task will be removed from the Your Task section of Commons home page. The Task will re-populate and become an open item for the colleague if the manager requires that changes be made prior to approval. In this scenario, the task can be sent back to the colleague by the manager.

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Goal Review Task - Approval If your goals and the task are approved, you’ll receive an email confirming the approval. After this, you can start working toward your goals, adding comments, and updating the goal statuses from the MAP – Goals and Check-Ins page.

Once goals have been approved, the goals will show up in the Upcoming Items Due section of Commons home page for the duration they are open and active, including the FY22 General Performance Feedback Throughout the Year goal.

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Goal Review Task - Denial If your goals and the task are denied, you’ll receive an email advising of the denial. After this, you will receive the Goal Planning Task again, where you will be required to make edits, add goals, remove goals, and other action items required by your manager. Once those are completed, the colleague can re-submit the Goal Planning Task for approval.

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Goal Review Task – Edit Goal If the goal you previously created needs to be revised, you can edit the goal to reflect the changes needed.

1. To edit a goal from the Goal Review Task, find the goal you want to edit and click the Dropdown arrow. Click Edit.

2. Edit your Goal Title, Goal Description, Start Date, End Date, Weight, and/or files. Click Save.

3. All goal modifications are not completed until your manager approves them. The goal will have a Pending Modification Approval message until the modification is approved.

4. If your modification is approved, you will receive an email confirming the approval. The goal will then enter an On Track status.

5. If your modification is denied, you’ll receive an email confirming the denial. The goal will then enter a Denied status.

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Goal Review Task – Cancel Goal You can cancel previously created goals in the Goal Review Task. Goal cancellations are not formally canceled until your manager approves the cancellation.

1. To cancel a goal from the Goal Review Task, find the goal and click Cancel Goal.

2. A confirmation page will populate, asking you to confirm the goal cancellation. Click Save.

3. All goal cancellations are not completed until your manager approves them. The goal will have a Pending Cancellation Approval message until the cancellation is approved.

4. If your cancellation is approved, you will receive an email confirming the approval. The goal will no longer be listed in your MAP.

5. If your cancellation is denied, you will receive an email confirm the denial. The goal will then enter a Denied status and remain on your MAP.

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Goal Review Task - Create Goal If new goals need to be created to reflect the remainder of the year or need to replace canceled goals, use the Create Goal function.

1. To add goals, click the Add Goals button. a. Before you start adding your goals, review the instructions outlined on the page.

2. Click Add Goals to create a goal.

3. Enter a Goal Title.

4. Enter a Goal Description.

5. Enter a Start Date, End Date, and Weight. a. Start Dates and End Dates may vary in duration for each goal but should stay within the fiscal year. b. When adding a Weight %, please make sure that the total weight across all goals equals a weight of 100%. If the total weight does not equal 100%, the task will turn RED. This means you must modify your goal weights to equal 100%.

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6. Add any files or attachments to the goal using the Choose File button. a. You can upload up to 3 attachments per goal.

7. After entering your goal, click Save.

8. The goal will populate a message, New – Please Review. All goals created must be approved by your manager.

9. Repeat the above steps for every goal you need to enter. Once you’ve added your goals and are ready to send them to your manager for approval, scroll to the bottom of the Goal Review Task page to submit all your goals for approval.

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Goal Status Goals will flow through different statuses throughout the performance year. The imported goals from SuccessFactors default to an On Track status.

On Track -

The goal is on track and moving forward towards successful completion.

Roadblock -

The goal has stopped progressing due to some internal or external influence. It will be key to document and communicate when roadblocks occurs so that you and your manager can work towards removing or navigating around the roadblock.

On Hold -

The goal is on hold, either temporary or permanently. If a goal has been placed on hold, it will be key to document and communicate the reason(s) why.

Completed -

The goal has been completed.

Draft -

The goal has not been created nor submitted for approval. Draft Goals are only visible to the colleague and will not appear on the annual review. You will need to click Submit for the goal to be created and move to Pending Approval.

Pending Approval -

The goal has been sent to the manager for approval. Until approved, this goal will NOT appear on the annual review.

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Pending Cancellation Approval -

You’ve decided to cancel the goal. The goal cancellation has been sent to the manager for cancellation approval. Until the cancellation has been approved, the original version will appear on the annual review.

Pending Modification Approval -

The goal has been modified, either the title, description, start/end date, or weight. The goal modification has been sent to the manager for modification approval. Until the modification has been approved, the original version will appear on the annual review.

Update Goal Status To update the status of a goal: 1. Expand the goal using the Expand arrow from the right side of the goal panel.

2. Click the Status drop down to adjust the status.

3. After you’ve adjusted the status, click Close.

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Check Ins Your colleagues have set their annual goals, they’re making progress and have asked for feedback. Now, it’s time to discuss with your colleague what they’re working on, your progress, and what’s next— that’s what Adtalem calls a Check-In!

Check-Ins can take the form of regularly scheduled conversations between colleagues and managers.

Adtalem suggests formal Check-Ins take place quarterly throughout the year, but more check-ins are encouraged.

After each Check-In, the colleague and manager should use the Comment section on each goal to provide recaps, updates, and action items. This will help track progress and discussions throughout the year.

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Add comments on the specific goal if the recap, update, or action item pertains to the goal specifically.

Add comments on the FY22 General Performance Feedback Throughout the Year goal if the recap, update, or action item pertains to overall performance or is non-goal specific.

See the Add Comments and View Comments section below to learn how to add and view comments to goals.

NOTE: Adding comments, either by the colleague or manager, DOES NOT send notifications that comments were added. Adtalem highly suggests reviewing the comments on your goals frequently to ensure the most relevant information is retained and acted upon in a timely manner.

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FY22 General Performance Feedback Throughout the Year This is how Adtalem records feedback on overall performance between colleagues and managers throughout the year.

This goal and its status do not carry any weight to your annual review. The weight of this goal should stay at 0%. It is simply a place for colleagues and managers to comment and provide feedback on your overall performance. A good practice is to add comments to this goal after Check-Ins and performance discussions.

NOTE: Adding comments, either by the colleague or manager, DOES NOT send notifications that comments were added. Adtalem highly suggests reviewing the comments on your goals frequently to ensure the most relevant information is retained and acted upon in a timely manner.

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Add Comments to Goals Comments can be added to goals throughout the year. It is encouraged to use the Comment section of goals to document recaps of check-ins, document updates on goals statuses, and document action items and the results. Using the Comments function of goals makes it easier to complete your annual review, effectively bringing together comments and information regarding the goals across the full performance year.

NOTE: Adding comments, either by the colleague or manager, DOES NOT send notifications that comments were added. Adtalem highly suggests reviewing the comments on your goals frequently to ensure the most relevant information is retained and acted upon in a timely manner.

1. Visit your goals from the MAP – Goals and Check-Ins tab on Commons home page.

2. Find the goal you want to add comments to. Expand the goal using the Expand arrow from the right side of the goal panel.

3. You’ll see a Comments section. Click Add Comment.

4. A dialogue box will open. Click Add after you’ve added your comment.

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5. Click Done.

View Comments 1. To view comments on goals, visit your goals from the MAP – Goals and Check-Ins tab on Commons home page.

2. Find the goal you want to view comments on. Expand the goal using the Expand arrow from the right side of the goal panel.

3. Comments will populate in the Comments section of the goal.

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Achieve365 Resources Guides, Tip Sheets, and FAQ’s regarding Acheive365, your MAP, and Adtalem’s performance management process, are located in the Learning Hub within Commons.

For additional questions and support regarding Acheive365, your MAP, and Adtalem’s performance management process, please contact AskHR by creating a case through AskHR Now! or emailing askhr@adtalem.com.

askHR askHR Email

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