Goal Check-ins
Where each goal stood at each check-in, the owner’s update and the manager’s answer.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Goal Check-ins
Address in the console: /hrms/goal-checkins
List · 8 columns · 7 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Employee | Code | employee_no |
| Name | Text | employee_name |
| Goal | Text | goal_title |
| Date | Date | checkin_date |
| Progress % | Text | progress_pct |
| Status | Status | goal_status |
| Update | Text | update_text |
| Manager | Text | manager_comment |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Goal required | Choice | Looked up from existing records | |
| Date | Date | ||
| Progress % | Number | ||
| Status | Choice | on_track, at_risk, behind, achieved | |
| Update | Long text | ||
| Blockers | Long text | ||
| Manager comment | Long text |
What you can do here
Send calendar invite
Send a calendar invitation
Asks for: Starts* Minutes Where Also invite Note
Cancel calendar invite
Asks for confirmation: Send a cancellation to everybody invited? It is removed from their calendars.
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.