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As an HR Admin, how do I set up the Goal Setting Event?

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Talent Management>>Manage Events>>Events

OR

User Self Service>>Manager>>Talent>>Goals>>Goal Setup

Events

The Employee Goals event enables managers and employees to complete their assigned goals. HR or managers are responsible for setting up and managing the event.

Step 1: Create a New Event for the Employee Goals

Step 2: Enter the Event Details

Company: Select the company for which you are setting up a notification.

Event Type: Select the event type for which you are setting up a notification.

Event Status: Select the Event Status for which the reminder is being sent. Reminders must be set for the following status:

  • Approaching Due Date: The event is nearing its deadline.
  • Archived: The event has been completed and stored for historical reference.
  • Cancelled: The event has been terminated before completion.
  • Completed: The event has been fully carried out and finished.
  • Normal: The event is ongoing and progressing as scheduled.
  • Not Started: The event has not yet begun.
  • Post Due Date: The event has passed its deadline without completion.
  • Started: The event has been initiated and is in progress.

Event Name: A user-defined name for the event.

Start Date: Enter the goal start date.

End Date: Enter the goal start date.

Initiated By: Select who will be initiating the event.

Responsible: Select who will be responsible for the goals.

Apply To: Select who the goal will be applied to.

Save the record.

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

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

Step 3: View Employee Records Created

Person Responsible:  this is the employee’s direct supervisor set up via  Personnel>>Position>>Reporting Relationships>>Supervisor for an Employee.  If this field is blank, the goal form will only be created for the employee.

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