Suggesting new goals

  1. Select Manager > Manage Goals > Goals.
  2. On Resource Goals, select the employee for whom to suggest a goal.
  3. On any tab, click Suggest New Goal.
    The Pending tab is displayed if the employee already has pending goals.
  4. Specify this information:
    Goal
    Specify the name of the goal.
    Type
    Select a goal type. All goal types are selectable, including those that are used for bonus objectives.

    You can select a goal type that has the Approve Goals By Year selected only if the Year that you select is defined to have managers initiating this type of goal.

    Category
    To align the goal with an organizational goal, specify the same goal category as that of the organizational goal, or leave this field blank.

    To align the goal with multiple organizational goals of different categories, you must leave this field blank.

    Year
    A year is required if you have selected a goal type that has these options selected: Use Action Plan, Use External Results, or Approve Goals By Year.

    The default value is the current year, with the current goal year start and due date.

    Start date
    Specify the date on which the employee should begin goal activities. If the year is required (due to the goal type settings), the start date must match the goal year start date and you cannot change it. If the year is not required, you can change the start date.
    Due date
    Specify the date by which the goal should be completed. If the year is required due to the goal type settings, the due date must match the goal year end date and you cannot change it. If the year is not required, you can change the due date.
    Weight
    Assign a weight to the goal. Goal weights can be used in appraisal calculations, in bonus objectives, and in calculations for goals scored with external results.

    If you select a category that has a weight range specified for the goal year, the weight must be within that range. If an aggregate limit is specified for the category and goal year, you cannot create the goal if the aggregate limit is exceeded.

    The total weight of an employee's goals does not have to equal 100%. However, all goals that are approved by year must equal 100%, and all bonus objective goals for an employee for a bonus objective period must also equal 100%. Goal weights can be assigned by managers at a later date. All rated goals must be assigned weights before the manager can complete a performance appraisal.

    Public
    Select this check box for other employees to be able to see and copy the goal.
    Description
    Add a more detailed explanation of the goal.
    Expected Result
    Specify what the outcome of the goal should be.
    Align With Organizational Goal
    If this is a goal that aligns with an organizational goal, select the organizational goal. The organizational goal must be Active, Finalized, with an end date equal or greater than the current date, or blank to be selectable.

    You can align the goal with more organizational goals when the goal is in Draft status or Active status.

    Specific, Measurable, Attainable, Relevant, Timebound
    Select the appropriate boxes to help assess how the goal complies with SMART objective principles. SMART objectives are:

    Specific: The goal is clear and concise, avoid generalities, and define exactly what it is to be completed and by when.

    Measurable: You are able to determine when the goal is completed and how well it was done.

    Attainable: Goals and tasks are within the control and accountability of the employee.

    Relevant: Goals are directly related to the overall strategic objectives of the organization.

    Timebound: Goals have specific target dates or time frames for completion.

    After you save the goal, this field displays a rating of the goal's compliance with SMART objectives principles.

    Results section:

    This section is available only if the organization is configured to enable Goal External Results. If this goal does not use external results, the section will disappear when the goal is created.

    Entered On This Goal
    If you select this check box, you must select the employee who will add the results. The default value is the employment ID of the employee for whom you are creating the goal.

    If the goal is aligned to an organizational goal, and the organizational goal has the Entered On This Goal option selected, you cannot select this option.

    Number Of Decimals
    Specify a number of decimals for the results. Must be between 0 and 6.
    Better Results Are
    This field is required when the goal type has the option for Use External Results selected. Select Higher if the rating for the goal gets higher with higher results. Select Lower if the rating for the goal gets higher with lower results.

    For example, if the goal is to reduce turnover rate to 5%, a lower turnover should result in higher ratings. If the goal is to improve customer satisfaction by 10%, a higher customer satisfaction should result in higher ratings.

    Annual Calculation Method
    This field is required when the goal type has the option for Use External Results selected. Select the calculation method for the results: Average, Last Entry, Sum, Annualized, Highest, or Lowest. See External results calculation.
    Frequency
    This field is required when the goal type has the option for Use External Results selected. Accept the default frequency for specifying the results.

    When you save the goal, a list of months is displayed. You can change the selected months at any time.

  5. Click OK.
    The goal is displayed in Draft status on the Pending tab. You can update the goal before submitting it for acceptance. You can also delete the goal.