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.

Each goal category has a linked value indicating the number of goals within that category.

To view the goals available in a category, click on either the linked category name or the linked value on the category row. All goals in the category have a name, a description, and a scoring type.

Columns

Field Description
Category Name This is the list of previously created goal categories.
Number of Goals This is the number of goals associated with a category.

Actions

The buttons and icons on the Goals screen perform the following functions.

Field Description
Add a new Goal Add a new goal to a goal category. After submission, the goal is available for inclusion on an appraisal. When adding a goal it is good practice to follow SMART guidelines

(Specific, Measurable, Attainable, Relevant, and Time Bound).

Add a New Goal Category Add a new goal category. After submission, the goal category is available for inclusion on an appraisal.
Edit Edit the goal category name.
/ Deactivated/Activated Deactivate or activate a goal category.
Delete Delete a goal category.