How to Create and Manage Goals [Video]
How to use Goal Workflow Email Notifications [Video]
Goals can be created by all employees of the company. Goals are targets that have been created as an indication to check where a company is headed and helps to identify the necessary action to be taken to grow and achieve. These can be used to foster teamwork and help the business describe what it wants to accomplish. This can be either individual or business goals. Supervisors can create goals for their subordinates. The employees can create goals for themselves.
To Add a Goal, Select Performance > Goals > Goals List
By Default, the system displays the performance goals. In order to view the Development goals, from the filter option select the "Show Developments Goals".
In order to separately distinguish the development goals from the performance goals, the Succession and Development icon is displayed against Development Goals after the Goal Name.
Note:
When retrieving development goals in the goals section, the development goals which are in the status of “Initiated” and “In Progress” are shown in this section. The Development goals from IDPs which are in "Not Initiated" and “Closed” status are not shown in this section.
Step 1 - Click the add button. Fill the following information as shown below
Step 2 – Complete the following fields in the form.
|
Field |
Description |
|
Level |
· Organizational – Select this option if the Goal should be assigned to one employee only. · Individual – Select this option to assign the Goal to multiple employees. |
|
Goal Name |
Name of the Goal |
|
Parent Goal |
Select the parent Goal of the new Goal being created. (Optional) |
|
Description |
Description of the Goal. |
|
Due Date |
Due date of the Goal |
|
Completion |
Percentage of Completion. |
|
Add to Library |
Add the Goal to the Library to re-use again. |
|
Assign to |
The employee that the Goal assigned to |
|
Evaluator Groups |
Select Evaluators for the Goal |
|
Read Only for Assignee |
The assigned Employee cannot edit the goal if selected. (Applicable only for Individual Goal Type) |
|
Bulk Assign |
Assign the Goal to multiple employees. Select the group of employees the goal should be assigned to, based on the Job Titles, Location or the Sub Unit. (Applicable only for Individual Goal Type) |
Step 3 – Click Save.
Step 4 - Using the following fields of the goal search screen to define the search criteria:
| Filter | Description |
| Goal Level |
following are the options available in this field
|
| Goal Owner | Lists the employees who are accessible to the user |
| Goal | System returns goals having goal names that have text matching the entered text anywhere in the goal name or goal description. |
| Due Date From | Search based on the date that has been set as the goal start date |
| Due Date To | Search based on the date that has been set as the goal complete date |
| Show Archived Goals | This returns achieved goals which are not shown in the default view. |
| Show Development Goals | This returns development goals which are not shown in the default view. |
Approve / Reject Goals
Once an employee has submitted a goal, admin/supervisors can perform an action over the goals. Upon approving or rejecting a goal, a confirmation pop up displays where the user can add a comment before performing any action over goals.
Note - HR Admin can define to perform action over the goals that employees have created. So, if an employee create a goal, it can be either approved or rejected by the supervisor. When performing an action over goals, if the user needs to get notified of the actions taken, we can enable the goal workflow through the system. Please contact OrangeHRM gold support through goldsupport@orangehrm.com for further information.
Objectives and Key Result feature is introduced that enhances
the ability of performance module to create focused set of goals.
More information can be found in this article