Page Comparison

Code

Internal code for organization; only seen by administrators.

Name

The name that will show as the section title that 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.

Measurement fields can be used to better define and measure whether or not a goal was met by allowing a place where metrics can be set. They can be set either by the associate when creating their own goal or by an administrator when creating a shared goal for the Goal Library.

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title Click Here If You Are Using Measurements For More Information
If you are using measurements, there are additional options to be completed. Example of measurement fields in a goal: Measurement [Disabled/Optional/Required] – This controls whether or not the measurement fields are shown and/or are required to be filled out by the associate. The measurement field allows the associate to put in what they want to use to measure whether or not the goal was successful and what it means to “Meet” or “Exceed” the expectations of the goal.  Measurement Label –This is the label that will show above the first measurement field. It will default to “Meets Expectations” if left blank and the Measurement setting is enabled.  Measurement Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.  Exceeds Expectations [Disabled/Optional/Required] – This controls whether or not an additional measurement field will show for the associate to enter in how they would measure if they had exceeded expectations for the goal.  Exceeds Expectations Label – This is the label that will show above the second measurement field. It defaults to “Exceeds Expectations” if left blank.  Exceeds Expectations Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.  Actual Results [Disabled/Optional/Required] – This controls whether or not the actual results measurement section is shown and/or is required to be filled out by the associate. The actual results field lets the associate note what the actual results that they achieved at the end of the performance period were.  Results Label –This is the label that will show above the actual results field. It will default to “Actual Results” if left blank.  Results Info – Enter in any help text that will appear to the associate if they hover over the blue info-bubble. If left blank, the info bubble will not show.

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

Cascading

Enabling allows supervisors to cascade a goal down to anyone within their Supervision Pyramid.

Goals Added By

This field determines if an Associate or their Supervisor/HR can add goals on an Associate’s goals page for this Goal Type. This will disable adding goals to this goal type by anyone not included in the list you select. Options include:

• Associate, Supervisor/HR, Auto-Assign

• Supervisor/HR, Auto-Assign

• Associate, Auto-Assign

• Auto-Assign only

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, any goals that an associate adds to this Goal Type will require a supervisor’s approval.

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.