Managers and employees use this tab to create employee goals. Managers can also edit goals, change the status of a goal, retire a goal and delete a goal. Employees can also change a goal's status on this tab.
Contents
| Field | Description |
|---|
| Goal Name
|
The name of the goal. Click the goal name to view details.
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| Employee % Complete
|
A numeric score indicating the employee's progress on the goal.
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| Start Date
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The date the goal was set.
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| Target Date
|
The date of anticipated goal completion.
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| Completion Date
|
The actual date the goal was completed.
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| Status
|
Status of the goal from a set of pre-defined values such as Not Started or At Risk.
|
Actions
| Field | Description |
|---|
| Create Employee Goal
|
Employees and managers can add goals for themselves or their direct reports by clicking the Create Employee Goal button.
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| Edit icon
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Managers and the employee who created the goal can click the Edit icon to open the Edit Employee Goal screen, where they can modify goal details.
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| Change Status icon
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Employees and managers can change the status of a goal. On the Actions menu, click the
 Change Status icon to open the Change Status dialog. Modify the values in the Start Date, Target Date, Completion Date and Goal Status field, as desired. The Goal Status drop-down contains a set of pre-defined values to choose from, such as Not Started or At Risk. When finished, click
Submit.
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| Retire Goal icon
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Managers and the employee who created the goal can click the Retire Goal icon to retire the goal. You must confirm this action by clicking
OK.
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| Delete icon
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Managers and the employee who created the goal can click the Delete icon to delete the goal. You must confirm the deletion by clicking
OK.
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