How to Create and Manage Goals [Video]
How to use Goal Workflow Email Notifications [Video]
Goals can be created by all employees in the company. Goals are targets that have been created to help the company identify the direction it is taking and identify the key actions necessary to grow and achieve. These can be used to foster teamwork and help the business define 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, select the "Show Developments Goals" option from the filter option.
In order to separately distinguish the development goals from the performance goals, the Succession and Development icon is displayed to identify Development Goals beside the Goal Name.
Note:
When retrieving development goals in the goals section, the development goals which are in a 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 and complete the 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 is to be 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 - You can define the search criteria based on the following fields in the goal search screen:
| Filter | Description |
| Goal Level |
The following options are available in this field
|
| Goal Owner | Lists the employees who are accessible to the user |
| Goal | System will return goals where goal names contain 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 completion date. |
| Show Archived Goals | This will return achieved goals which are not shown in the default view. |
| Show Development Goals | This will return 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 on the goals. Upon approving or rejecting a goal, a confirmation pop up displays where the user can add a comment before performing any action on the goals.
Note - HR Admin can define what actions are to be performed on the goals that employees have created. So, if an employee creates 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 in the system. Please contact OrangeHRM gold support through goldsupport@orangehrm.com for further information.
Objectives and Key Results feature has been introduced to enhance
the capabilities within the performance module allowing for the creation of a focused set of goals.
More information can be found in this article