Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Goal Within an Appraisal

Depending on permissions and the configuration of the workflow on which an appraisal is based, managers and/or employees can add goals within an appraisal.

To allow a manager to create and assign goals to his/her employees or to cascade goals, or to allow employees to create goals and have the ability to track their progress on these goals during the appraisal cycle, an administrator must first configure these permissions in a workflow. Then, this workflow must be associated with the appraisal when it is launched. If the workflow does not allow goal additions, the employee and manager cannot add goals.

To add a goal within an appraisal:

  1. On an appraisal where you want to add a goal, at the top of the Appraisal screen, click the Goal Category link that corresponds to the type of goal you want to add.
  2. On the Goal Category tab, click Manage Goals.
  3. To simply add additional goals within the category, click the add icon in the Available Items section.
    The goal is added to the Selected Items section and the weights of all goals are equally distributed to add to a total weight of 100.
  4. To add a new goal, click Add Goal.
    The Add Goal dialog displays.
  5. Do one of the following to add a goal by importing another goal and tailoring details, or adding a goal from scratch:

  • To import a goal: In the Import section, click one of the options to import goals. Options available depend on your role and your permissions ( Browse Library, Browse Manager, Browse Manager's Direct Reports, or Browse Employee Past Appraisals).
  • To create a new goal from scratch: Fill in the fields on the form to create a new goal from scratch.
  • Goal Name: Enter a name for the goal.
  • Goal Score: Select how the appraisal will be assessed. For example, No Score or Percentage Complete.
  • Description: Enter a short description of the goal.
  • Start Date: Select the date work will begin on completing the goal.
  • Target Date: Select the date of expected goal completion.
  • Related Goal: Goals can be associated with one another, which can help employees see how their contributions affect larger, strategic objectives. Browse and choose another goal that this goal should be associated with. The new goal will be a part of any of the related goal's groups.
  • Private
  • Public: : Check to mark the goal Private. Leave unchecked to mark the goal Public.Only public goals display in the organization-wide list of goals that can be searched and associated with an appraisal. Scores and ratings are never public, regardless of this setting.

  1. Click Submit.
    The goal is added to the Selected Items section and the weights of all goals are equally distributed to add to a total weight of 100.