Goals Library
Administrators create and manage goals used within an appraisal from this screen.
A goal library provides administrators with the ability to add goal categories and goals, which are then added to a Performance Workflow on the Categories and Content steps of the Performance Workflow Wizard. The library allows a manager to add similar goals to his or her direct reports when creating appraisals. An administrator can create goal categories as general or as specific for use within an organization.
To preserve the historical integrity of past appraisals, any edits made to labels and descriptions affect only those that are launched after administrators save their changes. Past appraisals and appraisals that are pending at the time of the edit are not modified.
- Related Topics:
- Display the Goals Screen
Follow these steps to open the Goals Library screen in the Performance Administration area. - Contents of the Goals Screen
The Goals screen or Goals library displays the name of each goal category, which is available for inclusion in an appraisal on the Categories step of the Performance Workflow screen. - Edit a Goal Category
Administrators can edit goal categories. - Add a New Goal Category
Using the Goals screen, you can add a new goal category as well as edit the name of an existing category. - Delete a Goal Category
If a goal category has no goals added to it, the delete option ( ) is enabled. But, if a goal category has goal associations or is tied to date in the system, then the delete option is disabled. - Add a Goal
Administrators add goals on the Goals screen or on the Manage Goals screen. When creating goals it is good practice to follow the SMART guidelines and make goals Specific, Measurable, Attainable, Relevant and Time-bound. - Manage Goals Screen
Add, Edit, Deactivate, Cascade and Rate Goals on the Manage Goals Screen.