Defining organizational goals (goal leader)

Organizational goals are meant to give guidance to managers as to the areas that they would like their resources to focus on. Some organizations may require a percentage of employee goals to be aligned with the organization's strategic goals. Organizational goals can be defined to be used as templates for resource goals as well as other organization goals.

  1. Select Goal Leader > Organizational Goals.
  2. On the Organizational tree structure, select the organizational level.
    The list of organizational goals for the organizational level is displayed on the Organization Goals panel.
  3. On the Organization Goals panel, click New.
  4. Specify this information:
    Organization Unit
    Select an organization unit to apply the goal only to that unit.
    Alignment Group
    An alignment group is a custom group that defines which employees are eligible to align with the Organizational Goal. An alignment group is a work assignment group. If no Alignment Group is specified, the organizational goal is available to all employees. Only Custom Groups associated with the subject of HCMAlignmentGroup are available for selection.
    Note: You can create an alignment group by selecting Administrator > Setup > Custom Groups, creating a new group, and selecting HCMAlignmentGroup in the Subject field.
    Goal
    Type the name for the organizational goal.
    Type
    Select a goal type for the organizational goal. All goal types are selectable, including those that are used for bonus objectives.

    You cannot change the goal type after you have created the organizational goal.

    Category
    Select the goal category.
    Note: Although all goal categories are displayed, you must select a goal category for which you have been assigned as a Primary Person Responsible or Secondary Person Responsible. You cannot define an organizational goal for any other goal category.
    Year
    This field is required if you have selected a goal type that has the Use Action Plan, Use External Options, or Approve Goals By Year options selected.

    The current goal year is the default with the current goal year start and end date in the Goal Period fields. You can select a different year.

    Goal Period
    If there is a current goal year, the start and end dates for the year are the default. If you changed the year, you must change the dates to match the year that you selected. If the year is required because of the goal type settings, the dates must match the goal year dates. If the year is not required, you can change the dates.
    Status
    Select Finalized or Draft. The default is Draft.
    Note: If the goal type has the option to Use External Results selected, the status must be set to Draft so that you can specify the result ranges on the Rating Criteria tab.
    % Complete
    Leave this field blank when you create the goal unless you are creating the goal after the fact for tracking purposes.
    Active
    The organizational goal is active by default. Clear this check box to inactivate the organizational goal. Inactive organizational goals cannot be selected for alignment with resource goals.
    Description
    Type a longer description of the goal.
    Expected Results
    Type a description of the goal's expected results
    Rating Scale
    This field is required if the goal type has the option to Use External Results selected. To be selectable, the rating scale must have the option to Use For Employee Goals selected.
    Specific, Measurable, Attainable, Relevant, Timebound
    Select the SMART criteria that are met by this goal.
  5. Specify the template goal options.
    Template Goal That Can Be Copied To A Resource Goal
    Select this check box to make this organizational goal a template that can be copied to create resource goals.

    If you select this check box, you must also select what fields can be changed when the goal is used as a template.

    Rating Criteria Results Ranges
    This field is available if Template Goal That Can Be Copied To A Resource Goal is selected. Select this check box to have the ability to change the result ranges on a resource goal that is copied from the organizational goal.
    Goal Description, Expected Results
    This field is available if Template Goal That Can Be Copied To A Resource Goal is selected. Select this check box to have the ability to change the goal description and expected results on a resource goal that is copied from the organizational goal.
    Weight
    This field is available if Template Goal That Can Be Copied To A Resource Goal is selected. Select this check box to have the ability to change the weight on a resource goal that is copied from the organizational goal.

    If you do not select this option, you must specify a weight in the Weight field. You cannot change that weight on the resource goal.

    If you select this option, the Define Suggested Weights section is displayed.

    • If a year and goal year have been selected and a weight range has been defined on the goal category for the goal year, it is displayed when you save the goal. You cannot specify a goal range.

      If there is no weight range defined on the goal category for the goal year, or no goal category is selected, then you can specify a weight range that the resource goals based on this organizational goal must adhere to. The weight range minimum and maximum values cannot be negative and cannot exceed 100%.

    • You can specify a suggested weight.

      If a category and goal year have been selected and an aggregate limit has been defined on the goal category goal year, the weight cannot exceed that aggregate limit.

      If a weight range is specified either on the goal category or on this goal, the weight that you specify must be within the specified range.

      The weight cannot be negative and cannot exceed 100%.

  6. Specify this information in the Results section:
    Note: 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 is not available when the goal is created.
    Entered On This Goal
    If you select this option, you must also select the employee to specify the results. Your employment ID is the default. You must also indicate whether the results are sent to Directly Aligned Resource Goals or All Aligned Resource Goals.

    Directly Aligned Resource Goals are resource goals aligned directly to the organization unit that this goal is attached to. All Aligned Resource Goals are resource goals aligned to the organization unit that this goal is attached to and all its descendants.

    If you do not select this option, the results are specified individually on each resource goal that is copied from this organizational goal.

    Automatically Push Results to Resource Goals
    If you select this option, results are automatically sent to resource goals without requiring a manual action.

    Select whether to update results to directly aligned resource goals or all aligned resource goals.

    Note: You must select Use External Results to select this option.
    Number Of Decimals
    This field is required when the goal type has the option for Use External Results selected. You can 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.

    This field cannot be changed after the goal is created.

    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. For more information, see External results calculation
    Frequency
    This field is required when the goal type has the option for Use External Results selected. Select the default frequency for specifying the results.

    When you save the goal, a list of months is displayed. You can specify the goal result value for each month and select any month to Include In Calculation. You can change the selected frequency at any time after clearing the goal result values from the month fields.

  7. Click Save.
    The goal is created in the status that you selected.

Follow-up tasks

  • As long as the goal is in Draft status, you can modify it.
  • If the goal type has the option for Use External Results selected, you can specify result ranges in the Rating Criteria section.
    Note: If you selected Results Entered On This Goal, or if resource goals copied from this goal cannot be used to modify the rating results, you must specify the result ranges on this goal.
  • You can specify result ranges on the resource goals. Specifying goal result ranges.
  • You can align an organizational goal with another organizational goal from an organization unit higher in the organization structure. Aligning an organizational goal with another organizational goal.
  • If the goal is created in Draft status, to make the goal available for alignment with other organizational goals or with resource goals, finalize the organizational goal. Finalizing organizational goals (administrator or goal leader)