Exploring the Goal Plan as an End User

Objective

After completing this lesson, you will be able to explore and use the goal plan as an end user

Goal Management Functionality for End Users

Goal Management main menu

Users can access from HomeGoals or selecting the Manage My Goals quick action on the home page. The image below shows the different navigation options, actions, and other when accessing the Goal Plan.

  1. Users can toggle between Performance Goal and Development Goal, if a Development Plan is available for them. That way, from the same menu, employees and managers can review Performance and Development Goals easier.
  2. Option to expand a drop down list and access all the available Goal Plans. Those Goal Plans still not converted to the latest version but accessible to the employee, will be read-only and a Legacy View option is available to see goals from previous goal plans.
  3. In this section, we can display the total goal count, and the goal count by status. Each status can be selected to filter and see only those goals in the Goal Plan. Additionally, an "i" icon displays if there are any warnings from the min-goals, max-goals,min-weight and max-weight

    Note

    If defined, min-weight-per-obj and max-weight-per-obj are enforced in the Goal Plan.
  4. The introduction text is available here, when selecting the "i" icon, it will display.
  5. Goal Categories
  6. Goal Cards
  7. Actions to create goals. Depending on the permissions, users can
    • Create Personal Goals
    • Create Goals from a Goal Library
    • Copy Goals from another Goal Plan
    • Cascade Goals
    • Manage Team Goals
    • Additionally, users can Print to PDF output their goal plan, selecting the option available. CPM Activities and Learning Activities can be included in the output.
  8. User Search. To search for users and navigate to their Goal Plan. Access to the actual goal plan might be restricted if the user is not in our target population.
  9. People Selector. It displays self, manager, direct reports and matrix reports (if any).
  10. Total Goal Weight is displayed in the goal plan header

Goal Cards

In the goal plan, each goal is presented as a Goal Card, where end users can easily see their details and take actions on the goal.

  1. Goal Name, Type and Due Date
  2. Actions depending on the permissions: Edit Goal, Delete Goal, Cascade Goal, Create Activity (requires Continuous Performance Management).
  3. Completion of the Goal (% completion and the status color).
  4. Change Goal Status.
  5. Goal Weight

Goal Details

Select the goal card to drill down into the details of the Goal and further actions.

  1. Goal Name, Visibility (Public/Private) and the date when it was last updated are displayed here.
  2. Status and % Completion of the Goal. The status can be changed from this option.
  3. Goal Actions: Edit Goal, Cascade Goal, Delete Goal.
  4. View Audit History: Allows to display the changes tracked to goals, when a goal is created, modified, deleted, cascaded, assigned, copied or replaced. A list of records showing what changes were made, by whom and when, including a comparison between previous and new values of the changed fields if a goal was modified or replaced.
  5. Create and display activities and achievements (completed activities) in Continuous Performance Management.
  6. More info: Displays details of additional goal fields.
  7. Comments on goals. Employee/Manager can add comments on the goal and they will be notified via Goal Comment Notification.
  8. Goal Alignment. If the goal is cascaded to/cascaded from others, the alignment is shown here. Aligned down indicates that this goal has been cascaded to these reports. A link to the goal alignment chart is available in this section.

The Goal Alignment Chart

The goal alignment chart can be accessed from the goal details view. Users get a visual representation of cascaded goals and can drill into the levels for more details. The chart works for one or more goal plan templates in which goals were cascaded.

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