Mass creating goals

Managers can create a goal simultaneously for multiple direct or dotted line reports.

Note: You can also use this action to create bonus objectives-type goals. For more information, see the Compensation User Guide.
  1. Select Manager > Manage Goals > Mass Create Goals.
  2. Specify this information:
    Reporting Type
    You must select either a reporting type or specific resources.

    If you select a reporting type in this field, you can further restrict the resources for whom the goal is created by selecting a position, location, or organization unit.

    Select Resources
    If you do not select a reporting type, you must select at least one resource. Select the Select Resources check box to list all the resources that you can assign the goal to, then select the resources.

    If you select resources, do not select a position, location, or organization unit.

    Include Descendants
    Select this box to include direct reporting employees and those below in the hierarchy.
    Position , Location, Organization Unit
    If you select a reporting type, you can further restrict the list of resources for whom the goal will be created by selecting a position, a location, or an organization unit. The goal is created only for the resources that match all the criteria.
    Copy From Organizational Goal
    If the goal is based on an organizational goal, you can select the goal to let the organizational goal information default on this form. You can then modify the information as needed. Only organizational goals with the Template Goal option selected are available to be copied.
    Note: If the Organizational Template Goal includes an Alignment Group, the conditions for the Alignment Group are used to select the employees that are assigned the goal.
    Goal
    If you selected Copy From Organizational Goal, the organizational goal name is the default value. You can modify it if you are authorized to make modifications on the organizational goal.

    If you change the name and you are not authorized to make the change, the organizational goal name is reverted to the one that you used when you created the goal.

    Type
    Select the type of goal. The values list includes all goal types, including goal types that can be used for bonus objectives.
    Category
    To align the goal with an organizational goal, the goal category must match that of the organizational goal.
    Goal Year
    The default values are the current goal year, start date, and end date. If you select an organizational goal to copy from, the year is replaced with the organizational goal's year, start date, and due date.
    Note: If the goal type has any of these options selected, the goal year is required and the start and due date must match the start and end dates of the goal year. Select Action Plan, External Results, or Approve By Year.
    Start date
    The date on which the employee is to begin goal activities. If you use a goal year, the date must match the goal year start date.
    Due date
    The date by which the goal must be completed. If you use a goal year, the date must match the goal year end date.
    Weight
    Assign a weight to the goal. The weight cannot exceed 100%.

    If you are copying from an organizational goal that has a goal weight range defined, and you can change the weight, the weight value must be within the weight range.

    If you are copying from an organizational goal where you cannot change the weight, you cannot change the weight on this goal. The goal is reverted to the organizational goal weight when you create the goal.

    Public
    Select this check box to make the goal available to be copied by other employees.
    Description
    Specify a detailed explanation of the goal.

    If you are copying from an organizational goal where you cannot change the goal language, you cannot change the description. The system will revert to the organizational goal's description text when you create the goal.

    Expected Result
    If you are copying from an organizational goal where you cannot change the goal language, you cannot change the expected results on this goal. The goal is reverted to the organizational goal's expected results text when you create the goal.

    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 you align with must have a status of Active and Finalized, and the organizational goal end date must be greater than or equal to the current date.
    • The resource goal dates must be within the start and end dates of the organizational goal being aligned.
    • The goal categories for the organizational goal and the resource goal must be the same. One or both of them can have a blank goal category.
    • For goals that use external results, if you align with an organizational goal that has the Entered On This Goal option selected, you cannot select the Enter Results On Resource Goal option on this form.
    Goal Comment
    Optionally, add a comment.
    Specific, Measurable, Attainable, Relevant, Timebound
    Select the check boxes to help assess how the goal complies with SMART objective principles.
    Rating Scale
    Select the rating scale to be used for this goal. Only rating scales that are defined with the Use For Employee Goals option can be selected.

    If you are copying from an organizational goal where you cannot change the rating criteria result ranges, you cannot change the rating scale default value.

  3. Specify this information in the Results section:
    This section is available if the organization is configured to enable goal external results. If this goal does not use external results, the section is not available after the goal is created.
    Entered On This Goal
    If you select this option, you must also select either Each Resource to have each resource specify the results on their respective goal, or select an employee who will specify the results for all the resource goals created by this action.

    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 up to six decimals for the results.

    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. For more information, 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 with the months enabled where results will be specified.

  4. Specify this information in the Override Result Range From Values section:
    This section is available if the organization is configured to enable Goal External Results. If this goal does not use external results, the section is not available after the goal is created.
    • If you copied an organizational goal that uses external results, the result ranges from the goal display. If the organizational goal lets you change the rating criteria, you can override the values.
    • If you did not copy an organizational goal and the goal type that you selected uses external results, you must specify From values for each level of the rating scale in the Level column.

    You must specify the From values in descending order if the Better Results Are option is set to Lower, and in ascending order if the Better Results Are option is set to Higher.

    The Thru values are calculated when the goals are created.

  5. Click OK.
    The goal is assigned to the selected employees in Active status. If automatic notification is used, the employees receive an email notification.

Results

  • If the goal type uses Approved Goals By Year, the status is Pending and Draft. Depending on who is designated as the initiator on the goal year, the current owner and initiator is either the employee or the manager.
  • For all goal types that do not use Approve Goals By Year, the status is Active. The current owner is Employee and the initiator of the goal is Manager. Only the manager or the administrator can make changes on the Details tab (except for the % Complete and Completion Date fields, which are always accessible to the employee).
  • If an error is encountered for a resource, the resource goal is not created and a record is written to the Errors tab on Manager > Manage Goals (and Administrator > Resource Goals).

    Each line shows which employee goal failed to be created and why it failed.