Goals Settings
What are Goals?
Goals are defined objectives aimed at achieving desired outcomes. They provide performance targets and are crucial for gauging employee dedication. An effective goal should adhere to the SMART criteria: Specific, Measurable, Achievable, Realistic, and Time-bound.
Configuring Goals Settings
To configure Goals Settings, navigate to Settings > Performance > Configuration > Goals tab
Let us take a closer look at the settings available here:
Access permissions
Default permissions for viewing, adding, editing and deleting goals are handled in Permissions > Field Permissions tab (view the second screenshot below). However, based on employee look-up fields in the employee form, additional employees can be granted access here.
Permissions for various fields related to the performance sevice are handled in Permissions > Field Permissions
Weight
Associate a weight value with Goals. For example, a Goal with a weight of 90 is of more significance than a Goal with a weight of 50. Additonally, specify how the weight limit is derived here. When using Goals and KRA performance method, the weight of goals linked to a KRA can be limited to 100.
Archiving Goals
Archiving goals, if enabled allows employees to archive goals, this basically means, the goals that are no longer significant can be excluded by archiving them. Choose between allowing archiving of all goals or only the ones that the employees created themselves.
Goals Setting
Goal setting allows you to configure the period during which employees can set their goals in your organization, enable extension period for setting goals, define applicability (for whom the goals can be set), set exemption rules, and enable or disable related goal-setting email notifications.
Some organizations may not want goals to be set throughout the year and may want to limit the process to a specific set of employees. Through goal setting, you can limit the goal assigning process to a specified period and apply it only to a specific set of employees. Once goal setting is setup, employees will not be able to set goals outside of the specified time.
Configure Goal Setting
To configure goal setting, navigate to Settings > Performance > Configuration > Goals and scroll down to Goal Setting card
- In the Period section, Repeats, select the period during which employees' goals can be set:
- Monthly: Goals can be set every month.
- Quarterly: Goals can be set once every three months.
- Half-Yearly: Goals can be set once every six months.
- Yearly: Goals can be set only once a year.
- Set the Goal Setting time frame
- For the monthly selection, you can choose the goal-setting time frame from either the first or last day of the month.
- For quarterly, half-yearly, and yearly selections, choose the goal-setting month and the days within the month during which goals can be set.Based on your goal setting configuration, the goal setting period are displayed.
- Under Extension, select the Employees can request to extend the Goals setting period check box to allow employees to request an extension period to set goals.
- Set the goal setting applicability. By default, goal setting is applicable for all employees in your organization. You can restrict the goal setting for selective employees by adding specific criteria.
- Under Exemption settings, you can exclude employees for whom goal setting is not applicable and select the required exemption checkboxes.To allow new employees to set goals irrespective of your organization's standard goals setting period as defined above, select Allow Goals setting for new employees immediately upon joining check box and set deadline to set their goals from their date of joining.
- Under notifications:
- Enable notification and set time to notify all applicable employees to set goals. Email will be sent on the start and end date set under Goals setting period
- Under New employee Goals Setting Notifications, enable required notifications and reminders and customize the email template if required.
Dates to be considered for goals selection
Selected date types will be the default filter for goals on the employee goals page and preset the goals based on these dates in self-appraisals, multi-rater assessments, and review pages of an employee.
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