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How do I duplicate goals to be used in the appraisal process?

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This option should only be used if you need to duplicate prior goals.  For example, goals that were not accomplished in the previous financial year, can be duplicated and brought forward to the current period.  The goals can then be edited for the current period.  Employees may be appraised on goals accomplished.

Talent Management>>HR Events>>Manage 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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