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Use this form to set and manage goals for employees.

After a goal is started you cannot add or modify information about the goal. This is to ensure that information in the goal remains consistent. You can add information to a goal that is started on the Commentstab.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Enter or view information about the goal.

Enter or view information about the goal.

Enter or view content and responses for the goal. The content that is available depends on the goal type selected for the goal. You must respond to all mandatory content.

Enter or view comments about the goal. Comments are typically entered after the goal is in progress to indicate, for example, changes to the goal.

Buttons

Button

Description

Create or view activities for the goal.

Add a comment to the goal.

Fields

Field

Description

Enter a description of the goal.

Select the date on which the goal is active.

Select the date by which the goal must be achieved.

The identifier assigned to the goal.

Select the strategic objective that the goal contributes to.

Note Note

This field is available only if you are using Balanced Scorecard.

The employee that is to achieve the goal.

Select the goal type for the goal.

Select the heading, or category, for the goal.

Select the current status of the goal. This indicates progress toward its achievement.

Enter a number to indicate the importance of the goal.

The current status of the goal.

Select the date on which the goal is active.

Select the date by which the goal must be achieved.

Select the date on which the goal was achieved.

Select the employee who closed the goal.

Select the manager who closed the goal.

Select the unit that you are using to measure performance toward the goal.

Enter a target value for the goal.

Enter the actual value achieved.

Enter an estimated amount of resource time required to achieve the goal.

Enter an estimated cost required to achieve the goal.

Enter the actual amount of resource time that was used to achieve the goal.

Enter the actual cost of achieving the goal.