Infor HR Talent Goal Management User Guide

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Goal Management overview
Before you start
Integration with other Infor HR Talent applications
Goal Management setup
HR Talent setup
Configuring goals for your organization
Loading predefined values for Next Steps Instructions
Defining rating scales for goals
Rating scale defaulting logic on employee goal
Goal and action plan notifications
Goal notification setup tasks
Defining goal or action plan email templates
Configuring your organization for goal-related email notifications
Goal years
Defining a goal year
Copying a goal year
Copying goals from another year
Copying goals to another year
Goal types
Defining goal types
Goal categories
Defining goal categories
Organizational goals
Defining organizational goals (administrator)
Defining organizational goals (goal leader)
Organizational goals helper list
Specifying goal result ranges
Example: Result ranges for lower results are better
Example: Result ranges for higher results are better
Cascading organizational goals down through other parts of the organization (administrator or goal leader)
Aligning an organizational goal with another organizational goal
Finalizing organizational goals (administrator or goal leader)
Pushing goal details
Pushing results
Managing employee goals (administrator)
Viewing organizational goals and aligned employee goals (administrator)
Creating employee goals (administrator)
Mass creating employee goals (administrator)
Mass attaching bonus objectives (administrator)
Goal maintenance (administrator)
Managing pending goals
Reverting all goals (administrator)
Aligning employee goals with organizational goals (administrator)
Updating employee goals (administrator)
Associating employee goals with activities (administrator)
Inactivating and reactivating goals (administrator)
Inactivating goals (administrator)
Reactivating inactive goals (administrator)
Putting goals on hold (administrator)
Reactivating goals that are on hold (administrator)
Action plans
Setup requirements
Action plan approval process
Defining an action plan on behalf of an employee (administrator)
Submitting a resource's action plans for approval (administrator)
Approving or rejecting action plans on behalf of a manager (administrator)
Copying an action plan's period (administrator)
Printing action plans (administrator)
Viewing action plans for organizational goals (administrator)
Viewing action plans for resource goals (administrator)
Creating action plan templates (administrator)
External results (administrator)
Specifying results on organizational goals
Specifying results on resource goals
External results calculation
Completing goals (administrator)
Managing employee goals (goal leader)
What are goal leaders?
Viewing organizational goals and aligned employee goals (goal leader)
Creating employee goals (goal leader)
Mass creating employee goals (goal leader)
Goal maintenance (goal leader)
Managing pending goals (goal leader)
Aligning employee goals with organizational goals (goal leader)
Updating employee goals (goal leader)
Associating employee goals with activities (goal leader)
Inactivating and reactivating goals (goal leader)
Inactivating goals (goal leader)
Reactivating inactive goals (goal leader)
Putting goals on hold (goal leader)
Reactivating goals that are on hold (goal leader)
Action plans (goal leader)
Defining an action plan on behalf of an employee (goal leader)
Copying an action plan's period (goal leader)
Printing action plans (goal leader)
External results (goal leader)
Specifying results on organizational goals
Specifying results on resource goals
External results calculation
Completing goals (goal leader)
Managing goals (managers and employees)
Manager and employee goal processes
Suggesting goals
Suggesting new goals
Updating rating criteria for rated goals
Submitting all draft goals for acceptance
Submitting a draft goal for acceptance
Viewing and saving goals in PDF
Guidelines for aligned organizational goals
Follow-up
Approving or rejecting employee-initiated goals
Approving goals
Approving single goals for the employee
Rejecting goals
Mass creating goals
Goal maintenance (managers and employees)
Aligning employee goals with organization goals
Aligning organizational goals
Removing aligned organizational goals
Guidelines for aligned organizational goals
Updating active employee goals
Associating employee goals with activities
Associating goals to activities
Disassociating associated activities
Inactivating and reactivating employee goals (manager)
Inactivating goals
Reactivating inactive goals (manager)
Putting employee goals on hold (manager)
Putting goals on hold
Reactivating goals on hold (manager)
Action plans
Setup requirements
Action plan approval process
Approving or rejecting action plans
Printing action plans
Printing all action plans for a goal year
Printing all action plans for a year and period
Printing the action plan for a single goal and period
Printing action plans for all periods of a single goal
External results (manager)
Specifying results on organizational goals
Specifying results on resource goals
External results calculation
Completing an employee goal (manager)
Goal Management standard reports and lists
Resource goals reports
Resource Goals Status Analysis (administrator)
Resource Goals Progress Analysis (administrator)
Missing Resource Goals (administrator)
Misaligned Goals (administrator)
Unaligned Goals (administrator)
Missing Alignments (administrator)
Goal Alignment Counts (administrator)
Resource Goal Weights
Generating Resource Goal Weights reports
Goal leader reports
Resource Goals Status Analysis (goal leader)
Resource Goals Progress Analysis (goal leader)
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