Specifying results on resource goals

  1. Select Results > Resource Goals.
  2. Use the search filter to locate the resource to specify external results.
  3. Specify results directly in the months where you can add 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 the result blank, then it has a zero (0.00) value. To exclude a month from calculation, clear the Include In Calculation check box for that month.
  4. Click Save.
    • These results are updated on the form:
      • The goal weight. For example, 25%.
      • The calculation method and current results of that calculation. For example, Average is 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 fall within level 5 (10 to 14.99).
      • The current score. This is the rating multiplied by the weight. For example, 5 * 25/100 = 1.25.
    • All the directly aligned resource goals or all aligned resource goals are updated with the same results, depending on the organizational goal's setting.
      Note: This is a scheduled action that runs in the background, so you may not see the updates immediately on the resource goals.
  5. When all results are specified for the year, use the Complete action on the Resource Goal Results form to complete the goal.

    After this action is completed, you can no longer specify results. The external goal rating becomes the manager rating for the goal.