Goal Management standard reports and lists
Goal management information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.
This table contains the standard reports and lists for goal management. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.
Report name | Description | Navigation |
---|---|---|
Goal Alignment Counts Report | View counts that show how many goals are aligned to the organizational goal shown. | Administrator and Generalist: |
Goal Dashboard | View pending, active, on hold, and historical goals for employees. You can also view goals that have been submitted for approval. | Manager: |
Misaligned Resource Goals Report | View resource goals that are aligned to the organizational goal shown but are no longer within the alignment group shown. | Administrator and Generalist: |
Missing Resource Goals Report | View resources that do not have resource goals for the selected parameters. For example, alignment type, goal year, goal type, or as of date. | Administrator and Generalist: |
Organizational Goal Action Plan | View action plans for organizational goals. Can be filtered by year and keyword. | Administrator and Generalist: Goal Leader: Manager: |
Organizational Goals | Goals for an organization. Administrators, Generalists, and Goal Leaders can view goals by organization unit, all organizational goals, or goal alignment. Goal Leaders can also view organizational goal categories. | Administrator and Generalist: Goal Leader: Manager: |
Resource Goal Action Plan | View action plans for resource goals. Action plans can be filtered by year and keyword. | Administrator and Generalist: Goal Leader: Manager: |
Resource Goal Weights Report | View resource goals that do not equal 100% for the selected parameters. For example, alignment type, goal year, goal type, or as of date. | Administrator and Generalist: |
Resource Goals | View goals for a selected resource. Click Errors to view resource goal errors. Goal Leaders can also view resource goal categories. | Administrator and Generalist: Goal Leader: Manager: |
Resource Goals Missing Alignment Report | View resource goals that are not aligned to the organizational goal shown but are within the alignment group shown. | Administrator and Generalist |
Resource Goals Not Aligned Report | View resource goals that do not align to any organizational goal. | Administrator and Generalist: |
Resource Goals Progress Analysis | View goal progress by goal category for the current year. | Administrator and Generalist: Goal Leader: |
Resource Goals Status Analysis | View goal status by goal category for the current year. Statuses include Submitted, Active, Past Due, Completed, and On Hold. | Administrator and Generalist: Goal Leader: |