Using Generative AI in Goal Management

Objective

After completing this lesson, you will be able to use Generative AI capabilities in Goal Management.

Generative AI Features in Goal Management

Once an administrator has turned on the AI features from the AI Services Administration tool, the different permissions can be granted for end users in Role-Based Permissions, in the User Permissions→AI Access category.

End users can use the Assisted Performance Goals feature to create goals using Generative AI. When selecting Create Goal, the Goal Creation Options menu will show a text field where users can provide input and generate a goal creation using AI technology.

Additionally, the Assisted Writing with Text Analyzer AI feature can be used to get assistance from AI technology to enhance the content from text and textarea fields, like Goal Name, Metric or Description, as well as flagging inappropriate language or translate text. The capabilities for AI-Assisted Writing available in Goal Management are:

  • Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph.
  • Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs of different audience groups in the organization.
  • Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.
  • Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.
  • Make Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information and enhance readability by breaking it down into easy-to-read points.
  • Analyze Text: Performs a safety scan on each text box, prompt entry, or Generative AI output to detect bias and suggest replacement text for any language flagged as potentially biased, discriminatory, or harmful.
  • Translate: Translates the written text into the target language chosen by the user. The following capabilities are supported by this action:

In the following screenshot, a user enhances the Goal Name using AI capabilities:

Note

If this is the first time a user is accessing the AI capabilities, an end user acknowledgment will appear, which the user must accept to continue.
This screenshot shows the AI Usage Acknowledgment screen, required for users to accept to continue using the AI-Assisted features.
  1. Select existing Goal Name text. A popup menu shows, and the user selects the first option, Use AI capabilities, which displays all the available options within AI-Assisted Writing.
  2. User selects Enhanced Writing.
  3. AI-Assisted Writing shows the results.
  4. From the same menu, the user continues to prompt AI-Assisted Writing to make the text longer and change the tone to be more professional. The user can select Apply to update the goal name to the latest result, or use the copy text option from previous results and paste it into the goal name.
This screenshot shows AI-Assisted Writing icons, menu and example of enhanced writing for goals.

Users can provide feedback with optional free-text comments on the performance and development goal content that is created or edited using generative AI capabilities. If the thumbs-down icon is chosen, the Reasons for Rating dialog box appears, and users can choose one of the feedback buttons and add additional comments before clicking the Submit button.

This screenshot shows the optional AI feedback User Interface.

Permissions required to use AI Capabilities

End users will need the following permissions granted in Role-Based Permissions.

  • User Permissions→AI Access→Assisted Performance Goals, for the Goal Creation with Generative AI.
  • User Permissions→AI Access→Assisted Writing with Text Analyzer, for the AI-Assisted Writing.

Use Generative AI to Create and Edit Goals

In this example, an employee wants to leverage the Generative AI capabilities to create a relevant and attainable goal based on user input to generate more revenue and make customers happy.

Prerequisites

End Users must accept the AI Usage Acknowledgment to agree on the AI capabilities considerations when generating outputs.

AI Usage Acknowledgment document shown.

Steps

  1. Navigate to the Goal Plan using the Home menu or selecting the quick action Manage My Goals from the Home Page.

  2. Create a New Goal, selecting Create Goal button.

  3. The Goal Creation Options will display different options to create a goal. The first is the ability to type a message and prompt results from the AI-powered technology. In this example, the employee types generate more revenue and make customers happy. When selecting the Generate button, the AI will prompt the creation of a new goal.

    Goal Creation using AI screen shown with search field highlighted.

  4. The new goal is created. You can review the AI-generated content in the edit goal window. The goal fields available for AI generation are Goal Name, Description, Metric, Start and Due dates, Milestones, and any custom field of type text and textarea.

    Create Performance Goal using AI enhanced content shown.

  5. Further changes can be made, such as editing the details generated or even using the option to Regenerate AI content again and trigger different results. In the following example, the Regenerate button is selected to prompt a new output. A popup message will display to confirm that the AI-generated content will be automatically updated when using Regenerate, and no history of the previous content will be retained.

  6. As a last step, the user can change the goal name before regenerating the AI content, and show different results.

    Regenerate Goal Creation using AI screen shown.

  7. Once the goal is saved, the Goal Details will indicate that this goal is enhanced by AI.

Result

Goal Details screen with This goal is enhanced by AI callout highlighted.

Complete Goal Management End User Actions

Business Example

In this exercise, you will be exploring the goal plan and completing several actions as an end user using standard functionality as well as the AI-Assisted capabilities available for Goal Management.

ExerciseStart Exercise

Steps

  1. Log into the instance and select Proxy Now, from the name menu.

  2. Proxy as Carol Clark (cccc), and complete the following actions in the Goal Plan. Make sure to select the goal plan template you have been working on previously.

  3. Create a new personal goal using Generative AI.

    1. Select the Create Goal button, to open the Goal Creation Options menu.

    2. On the text field Tell us what you want to achieve:, type the following: Provide world class service to our top customers.

    3. Select Generate.

    4. An AI Usage Acknowledgment will display, being the first time that Carol is using AI capabilities in the instance. Make sure to choose Accept to continue.

    5. Review all the AI-generated content on the supported fields.

    6. Change category from Projects to Customer.

    7. Add a value on the % Complete field, between 1 and 100.

    8. Select a goal Status of your choice.

    9. Review the Milestones that were AI-generated to help on the completion of the goal.

    10. Select Save.

    11. On the popup dialog, select Create Another to continue creating more goals.

  4. Create 3 new personal goals using the function to copy from another goal plan.

    1. Choose Create from Library on the Goal Creation Options menu.

    2. Select 3 goals of your choice from the Goal List.

    3. Next. Verify there are some errors and it is not possible to continue.

    4. Review the errors for all of the goals, selecting the pencil icon to edit the details. The weight is required and should have a value between 10% and 30%.

    5. Additionally, reassign the category of each goal from Projects to another one, according to the type of goal you have chosen from the library.

    6. To finish, select Next and choose Save on the last step.

    7. The goals are now created in your current year's goal plan.

  5. Edit one of your goals from the Goal Plan.

    1. Select the goal card for the goal you created previously using Generative AI, to drill down into the details. Edit Goal to edit one of your goals.

    2. Create an activity on the Linked Activities section.

    3. Add a new comment on the Comments section.

    4. Once the comment is added, select the text to display the AI Capabilities menu, and select the first option.

    5. Use the AI Assisted Writing, to enhance your comment. You can use an action of your choice, like Change Tone→Make More Professional, and submit the comment when finished.

  6. Cascade a goal to some of your direct reports.

    1. Back to the main page of your goal plan, select the Cascade Goal button.

    2. Select one of your goals.

    3. On the Select Recipients step, find the following direct reports that are visible in From My Team menu: Grace Griffin and Henry Howard.

    4. Select Next and choose Cascade to cascade the goal to these users.

    5. Navigate to the goal details selecting the goal card.

    6. On the goal alignment section, select View Alignment Chart and verify the results of the cascade action.

Summary

  • Once an administrator has turned on the AI Features from the AI Services Administration tool, the different permissions can be granted for end users in Role-Based Permission, on the User Permissions→AI Access category.
  • The capabilities for AI-Assisted Writing available in Goal Management are: enhanced writing, change tone, make shorter, make longer, make a bulleted list, analyze text, and translate.
  • End users will need the permissions granted in Role-Based Permissions.

Learning

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