Once the goalsheet is initiated for the employees, the employees have to add goals to it. The goalsheets may also be pre-populated with company and department goals. The employees can add new goals to the goalsheet and remove the goals that are not relevant for them. This topic discusses how the employees can view their goalsheets and add / modify/ remove goals to/ from it.
Once your goalsheet is initiated / created by your HR manager, you will get a message that your goalsheet is created. The new goalsheet that is created for you may have already populated goals or it may be blank as per the goalsheet settings made by your HR manager.
Your goalsheet may be populated with the goals of your previous year’s goalsheet or the goals that are mapped to your job description or it may be populated with the organization and department goals.
In any case, you can add or delete goals to/ from your goalsheet. To view your goalsheet and manage it, you need to:
- Log in as an employee.
- Click on the goalsheet creation message by the HR manager in the Received sub tab of Activities List tab, as shown in Figure 1.
Alternatively, you can go to My Profile >> My Performance >> My Goal sheet.
The My Goal Sheet page appears, as shown in Figure 2.
The goalsheet displays the pre-populated goals (if configured) and allows you to add more goals to it and modify / delete existing goals.
- Delete the goals that you don’t want in you goalsheet by clicking the corresponding Delete icon for a goal and modify a goal by clicking on the corresponding Modify icon.
- Click Add Goal button at the end of the page to add a new goal.
The Goal Management >> Add page appears, as shown in Figure 3.
- Select the category under which you want to add the goal from Category dropdown.
- Select the parent goal with which you want to associate the goal that you are creating from Parent Goal dropdown.
The parent goals can be the manager’s goals, company’s goals, and department goals. You can create a child goal of the parent goal or copy the parent goal as is as your goal.
To understand the parent goal, consider your manager is assigned a goal to increase 30% sale. You can now add a goal and use your manager’s goal as your parent goal. You can assign a different weight to the goal because the 30% sales increase target may be for the entire team. You may have to increase only 10% sales.
On the other hand, you can copy the parent goal as it is if it is your responsibility to increase the sales by 30%. In such a scenario, the entire goal can be copied as is with weight and description.
- Click Copy link to copy the parent goal as is.
- Provide a statement for the goal in the Statement field and the weight of the goal in Weight field.
The weight of a goal allows you to find out the relatively important goals. The goals that carry more weight are more important goals as compared to goals that carry less weight.
- Provide a description of the goal in the Description field and click Save.
The goal is successfully saved and a message suggesting the same appears, as shown in Figure 4.
Follow the same steps to add more goals. The total goals weight for the goals in a goalsheet should be 100. If the goalsheet weight is not 100 then you will not be allowed to submit the goalsheet.
The goalsheet approval workflow appears at the top of the goalsheet.
- Submit the goalsheet by clicking Submit button.
A confirmation message confirming the submission of the goalsheet informaing that you will not be allowed to make any changes to the goalsheet unless it is submitted back to you appears, as shown in Figure 5.
- Click OK.
The goalsheet is submitted successfully and a message suggesting the same appears, as shown in Figure 6.
Click on any of the following links to know more about them:
- Configure Goalsheet Rules
- Initiate Goalsheets
- View / Create Goalsheet
- Manage Goalsheet State
- Manage Company Goals
- View GoalSheet History
- Manager’s Dashboard