Cognition Knowledge Base
Add Goal Types to a Performance Review
- Debra Jensen
To include Goals in your new Performance Review or Goal Setting Process, you will need to add the Goal Types that you want to include to your Review. Goal Types are categories of Goals that you can define.
Adding Goal Types to a Performance Review
Go to the HR menu tab and select Performance Reviews. You’ll see a list of all performance reviews.
Click on Edit of the Performance Review you would like to add Goal Types to.
Click on the Goal Types tab.
To add a Goal Type, search for it in the Selection Box and then click Add.
Once added, Goal Types can be configured further to control options for adding new goals as well as evaluating these goals during a performance review.
Settings for Adding Goals
These settings control options for adding new goals to this goal type.
Field Name | Description |
|---|---|
Goals Added By | This field determines who can add goals to an Associate’s Goal page for this Goal Type. Options include:
|
Library Goals | If checked, this allows users to choose and add goals directly from your Goal Library. |
User Specific Goals | If checked, this allows the user to add their own custom goals to their Goal page. |
Minimum/Maximum Goals | If you are using the Goals Workflow, this is where you can set the suggested minimum and maximum number of goals that an associate should set for themselves.
|
Evaluation
These settings control options for evaluating goals of this goal type.
Field Name | Description |
|---|---|
Is Evaluated / Weight | Determines if goals in this Goal Type will be Evaluated during the review process and how these ratings are weighted when auto-calculating an overall evaluation score. The total weight of all Goal Types must add up to 100.
|
Associate Fields Required | If checked, this will require all the enabled associate fields (accomplishments, opportunities, comments) be filled out by the associate during their self-evaluation. If unchecked, they will remain optional. |
Associate Show Accomplishments | If enabled, associates will be able to fill out an Accomplishments field to list out their achievements when evaluating a goal. You can customize the label for this field. |
Associate Show Opportunities | If enabled, associates will be able to fill out an Opportunities field to list out their growth opportunities when evaluating a goal. You can customize the label for this field. |
Associate Show Comments | If enabled, associates will be able to fill out a Comments field when evaluating a goal. You can customize the label for this field. By checking this setting, you are enabling a “Comments” field that the associate will fill out.
Note: You are able to change the label of this field to read something else. |
Supervisor Fields Required | If checked, this will require all the enabled supervisor fields (accomplishments, opportunities, comments) be filled out. If unchecked, they will all remain optional. |
Supervisor Show Accomplishments | By checking this setting, you are enabling an “Accomplishments” field that the supervisor will fill out.
Note: You are able to change the label of this field to read something else. |
Supervisor Show Opportunities | By checking this setting, you are enabling an “Opportunities” field that the supervisor will fill out.
Note: You are able to change the label of this field to read something else. |
Supervisor Show Comments | By checking this setting, you are enabling a “Comments” field that the supervisor will fill out.
Note: You are able to change the label of this field to read something else. |
Auto-Weight Goals | This applies to Goal Types which are weighted. When Auto-Weight Goals is checked, then the goals for a Goal Type have an equal weight. When Auto-Weight Goal is unchecked, then associates and managers will have to manually set their weight during Goal Setting and/or Performance Review. |
Be sure to click the Update Properties button at the bottom of the page after making edits.
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