For every Performance Review, you will need to determine what goals will be appearing on the performance review and/or what metrics will be evaluated. There is a lot of customization and flexibility that comes with setting up goal types, with opportunity to support users with attaining business competencies as well as personal development.
Add a Goal Type
Setting up a Goal Type creates a place for similar goals, such as those for personal development, to appear together within the Performance Review. To create a new Goal Type, go to the Cognition menu tab and select Goal Types. Then click the green Add New button.
Next, fill out the settings you want to use.
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If you are making a new goal type based off of a previous one (for example, using Business Performance Goals 2020 to create your Business Performance Goals 2021), reference the old settings and use those as the basis for the new one. |
Goal Type Settings
There are several ways that you can set up your Goal Type, each way dictating how the Goals within that Goal Type appear. This ensures the Goals are all formatted consistently and have the same options. The various options provide copious amounts of flexibility – but you can make your Goal Type as simple or as complex as your needs!
Settings
These fields will help you define the specific settings of your Goal Type.
Field Name | Description | ||
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Code | Internal code for organization; only see by Admins. | ||
Name | The name that will show as the section title and is seen by end users. | ||
Measurement | This controls whether or not the measurement fields are shown and/or are required to be filled out by the associate. | ||
Due Date | Allows a due date to be set for the goal and determines whether a goal is required to have a due date. | ||
Actions | Enabling allows users to create an action plan with smaller steps inside of the goal.  Examples of Actions in a Goal | ||
Comments | Enabling allows associate and their supervisor to leave comments on the goal. This might be used for check-ins or to record progress during the year before the evaluation.  Examples of Comments in a Goal
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Cascading | Enabling allows supervisors to cascade a goal down to anyone within their Supervision Pyramid. | ||
Goals Added By | This field has you determining how goals will get added and who may add them. This will disable adding goals to this goal type by anyone not including in the list you select. Options include:
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Auto-Assign Cut-Off Date | You can auto-assign Goals in the Goal Library to positions of users. If you do that, Goals will be automatically added and removed as users fall in and out of the position. Once the Auto-Assign Cut-Off Date is reached, the Goals are no longer dynamically added/removed. | ||
Evaluation Box Label | The label that appears on the goal’s evaluation box during a performance review. It will default to “Evaluation.”  Example of Evaluation Box label inside of a goal | ||
Requires Approval | If enabled, associates may add a goal to this Goal Type but it will require a supervisor’s approval.
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Is Active | If checked, this Goal Type is active and can be used in a performance evaluation. If unchecked, the Goal Type will not be able to be used and will be marked inactive. |
Instructions
Use these fields to provide your associates with specific instructions at the various stages of the Performance Review process. The default instructions can be overridden at the Performance Review level to allow for customization per review/evaluation form.
Field Name | Description | ||
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Goal Setting Instructions | The instructions for the associate and supervisor/HR that will show during goal setting. This text shows for the following statuses:
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Goals Approved Instructions | These instructions for the associate and for the supervisor/HR will show after a goal has been approved. This text shows for the following statuses:
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Performance Review Instructions | These instructions show while the performance review is in progress before the Performance Meeting. They are broken out by each reviewer role and should instruct each person on what they need to do while evaluating this goal type. For example:
This text shows for the following statuses:
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PDF Download | This text shows on the PDF Download of an associate’s Performance Review, above the Goals for this Goal Type. |