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How to Reuse and Duplicate Existing Goals in the Appraisal Process

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Talent Management>>HR Events>>Manage Events

Duplicated Goals

In HRplus, Duplicated Organizational Goals refer to goals carried over or replicated from a previous period, typically for reasons like unfinished business, long-term projects, or evolving strategies. This feature allows HR to duplicate and update goals from a prior year to align with the current appraisal cycle. When duplicating, goals and targets can be modified to reflect current priorities while maintaining continuity for ongoing initiatives.

During the goal setting event, the system will search for goals within the specified timeframe, color-code them based on status (Started, Not Started, Completed), and list all employees with the person responsible for their appraisal. HR and managers can then create the appraisal forms by selecting the appropriate employees and adjusting goals as necessary, ensuring alignment with organizational objectives. Make sure to flag the goal as Repeatable when creating it for future use.

Step 1: Flag the Goal as Repeatable

When creating the Goal ensure that Repeatable is flagged.

Talent Management>>Goals>>Employee Goals>>Goal Grid>>New Employee Goal

Step 2: Manage Goal Setting Events

Start Date/End Date: The period during which the goals were created - the system searches for and displays all goals, both Archived and Unarchived, that fall within these dates.

The setup is the same for both the Goal Setting and Employee Appraisals events.

When the event is created, the system does the following:

  1. Searches for and displays all goals within the specified timeframe and criteria.
  2. Creates the Goal Setting event, colour-coding and displaying the records based on their status (Started, Not Started, Completed, Approaching Due Date etc.)
  3. Lists all employees to be appraised and the person responsible for the appraisal under the  Employee Appraisal event (expand the record).
  4. Displays a Create Appraisal button next to each employee record.  HR must click this button to create the actual appraisal form for the respective employee.

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