Deltek Talent Management

Using the Help Search
Using the Help Search
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    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.
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    Ex.system administration
For more information:Searching Online Help

Goals Tab

Goals associated with an appraisal are specific actions that an employee is expected to accomplish or participate in during the appraisal period (for example, increase sales by 40% or attend communication boot camp).

The appraisal administrator determines which goals are evaluated in an employee appraisal. Depending on permissions, administrators can add goals from the Goal library, add goals directly within the appraisal, or pull Employee Goals into an appraisal. All employees in an organization may be evaluated based on the same goals, or different groups within your organization may have different goals.

Employees with the appropriate permissions can add goals within their own appraisal, however the appraisal manager must approve these goals before they are added to the appraisal.

The employee is evaluated based on how well he or she accomplishes these goals during the evaluation period.

Contents

The Goals tab displays the following fields.

Field Description
Goal Name

The name of the goal, and depending on permissions, the weight associated with the goal.

Goal Description

The description of the goal.

Goal Score Type

This field displays the way in which the employee will be evaluated on this goal:

  • No Score: The goal is used only for tracking purposes and has no effect on appraisal scoring.
  • Scale: The goal is measured based on the scale used in the appraisal.
  • Percentage Complete: The goal is measured based on progress toward 100% completion.
  • Numerical: The goal is measured based on a numerical target, such as a sales quota.
  • Complete/Incomplete: The goal is either completed in its entirety or not at all. This type of scoring is suited to a task-based activity.
Private

This field displays whether the goal is Public or Private. Only public goals display in the organization-wide list of goals that can be searched and associated with an appraisal.

Start Date

This field displays the expected start date for work on the goal.

Target Date

This field displays the expected end date for work on the goal.

Completion Date

This field displays the date the goal is actually completed.

Goal Status

This field displays a description of the employee’s progress in completing the goal, as evaluated by the employee, manager, or administrator. Possible values are: Not Started, At Risk, On Track, Ahead of Schedule, Past Due, Completed Late, and Completed.

Numeric Progress

This field is used only with the Numerical Score type. It is the value that represents the employee’s actual performance, entered by the employee or manager.

For example, if an employee has a goal to sell 12,500 units but only sells 11,000, the Numeric Progress value is 11,000.

The Numeric Progress value cannot be greater than the Numeric Target value.

Numeric Target

This field is used only with the Numerical Score type. It is the target value set when the goal is first entered.

For example, if an employee has a goal to sell 12,500 units but only sells 11,000, the Numeric Target value is 12,500.

The Numeric Progress value cannot be greater than the Numeric Target value.

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.

General Appraisal Notes

Use the General Appraisal Notes area to view and enter general comments about the competency above.

Actions

Click for a list of actions. See the Actions section for details.

Actions

The buttons and icons on the Goals tab perform the following functions. The actions you see depend on permissions, as well as the type of goal.

Button/Icon Action Description
Collapse All Notes/Expand All Notes Click this button to display and hide the General Appraisal Notes
T:\HRsmart Icons\journal entry.png Add Journal Entry Click this icon to add a comment to the General Appraisal Notes. Enter a subject line and a comment and select the people who can see the comment:
  • All: The entry can be viewed by administrators, managers, appraisers, and the employee.
  • Employee: The entry can be viewed by administrators and the employee.
  • Managers: The entry can be viewed by administrators and managers only.
  • Other Raters: The entry can be viewed by administrators, managers, and other raters.
  • Private: The administrator and the person entering the note are the only ones who can view a private entry.
T:\HRsmart Icons\edit.png Edit Click this icon to modify details, such as Goal Name,Description,Start Date, Target Date, Completion Date, Goal Status, Numeric Progress, Numeric Target value, Manager % Complete,Private.
T:\HRsmart Icons\cascade.png Cascade Click this icon to apply this goal to additional employees. Search for individual employees or select employees that belong to a specific business unit, report to a specific manager, or meet other selection criteria. See the “Cascade a Goal” section.
Retire Goal Click this icon to Retire goal.
Delete Click this icon to delete the goal.