Goal Types are groupings of multiple Goals. They are created to help organize your goals into different groups (i.e. Performance Factors and Developmental Goals) and they act as templates for the structure of goals.
The Goal Type can control what fields show up on a goal, what kinds of actions can be performed on the goal such as cascading or commenting, and more.
For every Performance Review, you will need to determine what Goal Types should 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
To create a new Goal Type, go to the HR menu tab and select Goal Types. Then click the green Add New button.
Next, fill out the settings you want to use.
Tip: If you are making a new goal type based off of a previous one (for example, using Business Performance Goals 2021 to create your Business Performance Goals 2022), 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!
Information
These fields will help you define the specific settings of your Goal Type.
Field Name | Description |
|---|---|
Code | Internal code for organization; only seen by administrators. |
Name | The name that will show as the section title on the Performance Review. |
Goal Name Label | This label is shown to the associate when they are naming their goal. The default value is “Goal Name” but this can be customized to your language.  |
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.  |
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 Actions 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 Evaluation comments are not controlled through this setting |
Cascading | Enabling allows supervisors to cascade a goal to someone else in the organization. This can be set to either just individuals in the supervisor’s report pyramid or anyone within the organization regardless of pyramid hierarchy.  |
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.  Ex: If you are doing a Performance Review ending in December, it may not be appropriate for a new hire who joined in November to be assigned a goal to reach by the end of the year. |
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.  This setting only applies if used in conjunction with the Goals Workflow. |
Is Active | If checked, this Goal Type is active and can be used in performance reviews. 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 that you set here can be overridden at the Performance Review level to allow for customization per review/evaluation form.
Field Name | Description |
|---|---|
Goal Setting Instructions | The instructions for the associate and supervisor/HR that will show during goal setting. This text shows for the following statuses:
|
Goals Approved Instructions | Only use if you checked the Requires Approval setting. 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:
|
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:
If a reviewer group, such as Level 2 Review, is not going to be included in the Workflow of the Performance Review, you don’t need to add instructions for them. |
Performance Meeting Instructions | These instructions show during the Performance Meeting. This text shows for the following statuses:
|
PDF Download | This text shows on the PDF Download of an associate’s Performance Review, above the Goals for this Goal Type. |
Now that your goal type is created, learn how to add goals to it.