Talent Management>>Goals>>Goal Setup>>Financial Year
To streamline the process and minimize data entry, the system allows for the duplication of goals, particularly for those that were not accomplished in the previous financial year. These duplicated goals can be rolled over and edited for the current period.
There are two ways to duplicate goals:
- Define goals as Repeatable
- Use the Goal Setting event (via Talent Management >> HR Events)
When goals are duplicated, all attributes of the original goal are retained, except for the following, which must be newly added for the current period:
- Progress Reports
- Feedback and Coaching
- Rewards
You can then edit the goal as needed to align with the new period’s requirements.
Option 1. Set Repeatable Goals
Step 1.1: Define the Goal as Repeatable
User Self Service>>Manager>>Talent>>Goals>>Goals>>[New Goal]
Step 1.2: Create the Next Financial Year
Talent Management>>Goals>>Goal Setup>>Financial Year
Step 1.3: Close the Previous Financial Year
Step 1.4: View Duplicated Goal
User Self Service>>Manager>>Talent>>Goals>>Goals
The system will duplicate the goals from the previous year and display them in the new year. The previous year’s goals will be displayed with the new dates.
Option 2. Goal Setting
Step 2.1: Create New Event
Talent Management>>HR Events>>Manage Events>>Events
Goals can also be duplicated via the HR Events module.
Step 2.2: Create Employee Goals
Step 2.3: View Employee Goals
Talent Management>>Goals>>Employee Goals>>Goal Grid
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