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 lets you plan, define, and schedule the process of adding and assigning goals to the employees in your organization. Once this is enabled, employees will only be able to set goals within the time frame conifgured here.
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 set up,employees will not be able to set goals outside of the specified time.
To configure goal setting, navigate to Settings > Performance > Configuration > Goals and scroll down to Goal Setting card
Use these settings to define when goal setting is allowed, are employees allowed to request goal setting extensions, the applicable employees, notifications and exemptions if any.
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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