Specifying results on resource goals

  1. Select Administrator > Goals > Results Entry > Resource Goals.
  2. Use the search filter to locate the resource on which to specify external results.
  3. Specify results directly in the months where you can specify results.
    Optionally, open the resource to view or update the frequency and monthly result values on the Results tab or the result ranges on the Rating Criteria tab.
    Note: If you select a month to include in calculation but leave its result as blank, it has a zero (0.00) value. To exclude a month from calculation, clear the Include In Calculation check box for that month.
  4. When you are finished specifying the results, click Save.
    The results are updated on the form. Results include this information:
    Weight

    The goal weight. For example: 25%

    The calculation method and current results of that calculation

    For example, Average: 10.5, which represents the average of the numbers specified so far.

    The rating level for the range that the results fall in

    For example, 10.5 may be falling within level 5 (10 to 14.99).

    The current score

    This is the rating multiplied by the weight. In the above example, 5 * 25/100 = 1.25

  5. When all the results are specified for the year, click Complete to complete the goal.
    After a goal is completed, you can no longer add results. The external goal rating becomes the manager rating for the goal.