Goals
How a goal is judged has to be agreed before the period rather than argued after it, which is what the measure and target are for.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Goals
Address in the console: /hrms/performance-goals
List · 11 columns · 17 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 |
| Worker | Text | employee_name |
| Level | Status | goal_level |
| Goal | Text | title |
| Type | Status | goal_type |
| Weight % | Text | weight_pct |
| Due | Date | due_date |
| Progress % | Text | progress_pct |
| Status | Status | status |
| Aligned to | Text | parent_goal_title |
| Aligned below | Number | aligned_goals |
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 |
|---|---|---|---|
| Level | Choice | individual, team, department, company | |
| Employee | Choice | Looked up from existing records | Blank for a company or department goal. |
| Cycle | Choice | Looked up from existing records | |
| Goal required | Text | ||
| Description | Long text | ||
| Type | Choice | performance, development, behavioral, project, okr | |
| Weight % | Number | ||
| How it is measured | Text | ||
| Target | Text | ||
| Actual | Text | ||
| Starts | Date | ||
| Due | Date | ||
| Progress % | Number | ||
| Status | Choice | draft, active, on_track, at_risk, behind, achieved, partially_achieved, not_achieved, cancelled | |
| Private | Yes or no | ||
| Department | Choice | Looked up from existing records | |
| Aligned to | Choice | Looked up from existing records |
What you can do here
Check in primary
Asks for: Progress % Status Update
Cascade
Asks for: To one person Or everyone in a unit
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.