As an HR Admin, how do I set up the Goal Setting Event?
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- Archived: The event has been completed and stored for historical reference.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:
- Creates the Employee Goal event, colour-coding and displaying the records based on their status (Started, Not Started, Completed, Approaching Due Date etc.)
- Lists all employees to be assigned goals and the person responsible for the goal under the Goal Setting event (expand the record).
- 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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