Managing Goals in Goal Management

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Explain the organization of goals in the Performance and Goals modules and identify the components of a goal plan

Introduction to Goal Management

Goal plans are online worksheets used by the employee and manager to create and access performance goals in one central place. They can be used to track an employee's progress throughout the year. The look and feel of the goal plan are controlled by goal plan templates. A goal plan template is used to define the categories and fields for the goals plans.

Watch the video to learn more about the Goal Plan.

Objectives vs. Goals

One of the decisions in an implementation of Goal Management is to determine the most appropriate term to use (Goal or Objective). There are two possible ways of setting it up.

In ProvisioningCompany Settings, set Change Goal intoObjective or Goal.

The second and more recommended option is to use Text Replacement to update the default system labels to either Goals or Objectives. From this tool, there is an option to add translations in the different languages.

As a reference, you can check the KBA 2819527 - Change Objective into Goal Language Setting - Goal Management

More information about translations will be explained in the Unit 16 of this course.

Organization of Goals

Components of a Goal Plan - GMv12

Goal categories, goal fields and the visibility of goals are components of a goal plan and determine the way the goals are organized. The configuration of the goal plan template and its components is highly dependent on the customer's policies, procedures, and business rules

A customer may have more than one goal plan template active at any time, and goals may be copied from one goal plan to another.

Select each box to discover more about goal categories, goal fields, and the visibility of goals.

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