Defining organizational goals for your organization unit (manager)

Select Manager > Manage Goals > Goals.

Click the Organizational Goals tab.

Highlight the organizational level for which to define an organizational goal.

Managers can define organizational goals only for their organization units.

Click Create.

Specify this information:

Goal: Specify 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 a goal category for the organizational goal.
If you select a goal category for the organizational goal, any employee goal that you align with this organizational goal must have the same goal category.
Year: The year is required if you have selected a goal type that has any of these options selected: Use Action Plan, Use External Options, or Approve Goals By Year.
The default value is the current goal year. The start date and end date in the Goal Period fields is set to the current date.
Goal Period: If there is a current goal year, or you selected a different year, the start and end dates for the year are the default. If the year is required due to the goal type settings, the dates must match the goal year dates and you cannot change them. If the year is not required, you can change the dates.
Status: Select Finalized or Draft. The default value is Draft.
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 the goal is complete and you are creating the goal for tracking purposes.
Active: Clear this check box to inactivate the organizational goal. Inactive organizational goals cannot be selected for alignment with resource goals.
Description: Add a longer description of the goal.
Expected Results: Specify a description of the expected results for the goal.
Rating Scale: Required if the goal type has the Use External Results option selected. To be selectable, the rating scale must have the Use For Employee Goals option selected.
Specific, Measurable, Attainable, Relevant, Timebound: Select the SMART criteria that this goal meets.

Template Goal That Can Be Copied To A Resource Goal

Select this check box to make this organizational goal a template that can be used for resource goals.

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

Rating Criteria Results Ranges

Select this check box to have the ability to change the result ranges on a resource goal that is based on the organizational goal.

Goal Description, Expected Results

Select this check box to have the ability to change the default values for the goal description and the expected results on a resource goal that is based the organizational goal.

Weight

Select this check box to have the ability to change the default values for the Weight on a resource goal that is based on the organizational goal.

If you do not select this check box, 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, 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 for the goal year, the weight cannot exceed that aggregate limit.

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

The weight cannot be negative and cannot exceed 100%.

The results section is visible only if the organization is configured to enable Goal External Results. If this goal does not use external results, the section is removed when the goal is created.

Entered On This Goal

If you select this check box, you must also select the employee who adds the results. The default value is your employment ID. You must also specify whether the results are added to Directly Aligned Resource Goals or All Aligned Resource Goals.

Directly Aligned Resource Goals are resource goals aligned directly to the organization unit to which this goal is attached. 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.

Number Of Decimals

Specify up to six decimals for the results.

Better Results Are

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 the customer satisfaction should result in higher ratings.

Annual Calculation Method

Required when the goal type has the option for Use External Results selected. Select the calculation method for the results. See External results calculation.

Frequency

Required when the goal type has the option for Use External Results selected. Accept the default frequency for entering the results.

When you save the goal, a list of months is displayed with the months where results are entered selected. You can change the selected months at any time.

Click Save.

The goal is created in the status that you specified.

Follow-up tasks:

When 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. Otherwise, result ranges can also be added on the resource goals.
You can align an organizational goal with another organizational goal from an organization unit higher in the organization structure.
If the goal is created in Draft status, when the organizational goal is defined to your satisfaction, select the Finalize Goal action.