Difference: PerformanceModuleAddViewModifyGoalUpdate (19 vs. 20)

Revision 202019-01-09 - HimathDissanayake

Line: 1 to 1
 
META TOPICPARENT name="EnterprisePerformanceModule"

Add/View/Modify Goal

Added:
>
>
See Related: Goal List
 
Line: 11 to 12
 
1 Add Goal
  • Reached via:
    (i) Goal List - Add button (for Admin / Supervisor / HOD users)
    (ii) My Goals - Add button (for ESS users)
  • 2 Add Goal
  • It's possible to select a goal from the goal library as the goal name
  • No other goal fields are copied from the goal in the library to the new goal being created.
  • 2.1 Modify Goal
  • It's possible to modify and save an existing goal.
  • Added:
    >
    >
    2.2 Modify Goal
  • Admins can modify all accessible goals.
  • Supervisors can only modify Individual goals
  • Supervisors cannot modify Business goals
  • ESS users can only modify Individual goals
  • ESS users cannot modify Business goals
  •  
    3 Bulk Assign Goal
  • 6.4.10 When bulk assigning a goal to multiple employees, the progress is indicated using a progress bar.
  • Added:
    >
    >
    3.1 Bulk Assign Goal After bulk adding a goal to multiple employees, system will track each employees' goal as a separate Individual Goal
     
    4 View Goal
  • It's possible to click on a goal on Goal List or My Goals and view its details.
  • 4.1 View Goal
  • If a goal is marked as Read Only (For Assignee), the assigned user cannot update any of the goal fields.
  • 5 Goal Comments
  • Users having UPDATE privileges for data group: Performance - Goals, can add/update/delete notes to goals that they can view from the View/Modify goal screen.
  • Line: 35 to 38
     
    Add to library Checkbox Unchecked      
  • Not shown to ESS users
  • If checked, upon saving, the goal is added to the goal library
  • If the goal name is a duplicate of an existing goal in the library the checkbox is not shown.
  • Assigned To Auto Complete
  • Empty if "Add Goal" form is reached via "Goal List"
  • Own name when "Add Goal" form is reached via "my Goals"
  • Employees accessible to the user (i) Enter invalid format ( Ex: Numeric values)
    (ii) Mandatory Field (Exception: If Add to Library is checked, Assigned To is not mandatory)
    (i) Invalid
    (ii) Required
  • Employee Name and Employee Id available to be selected
  • Disabled (with own name selected) for ESS user.
  • Evaluator Groups Checkboxes (i) Main Evaluator
    (ii) Self
    (iii) Supervisor
    (i) Main Evaluator
    (ii) Self
    (iii) Supervisor
    (iv) Peers
    (v)Subordinates
       
  • Evaluator Groups disabled in Appraisal Configuration do not get listed as options.
  • The goal appears in the performance appraisal reviews of the selected evaluator groups.
  • Changed:
    <
    <
    Read Only (for Assignee) Checkbox        
  • Shown ONLY in Add Goal form
  • Available only for Individual goals
  • Not available to ESS user
  • Available to Admins, and Supervisors
  • Bulk Assign To Checkbox Unchecked      
  • Shown ONLY in Add Goal form
  • Available only for Individual goals
  • Not shown to Supervisors, HOD Users, and ESS users
  • (Bulk Assign To) Job Title Multi Select  
  • All
  • Job titles defined in the system
  •    
  • Shown ONLY in Add Goal form
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user
  • (Bulk Assign To) Location Multi Select  
  • All for Global Admins
  • Locations accessible for Regional Admins
  •    
  • Shown ONLY in Add Goal form
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user
  • (Bulk Assign To) Sub Unit Multi Select  
  • All
  • Sub Units defined in the system
  •    
  • Shown ONLY in Add Goal form
  • Shown ONLY if Bulk Assign To is checked
  • Not shown to ESS user
  • >
    >
    Read Only (for Assignee) Checkbox        
  • Shown ONLY in Add Goal form
  • Available only for Individual goals
  • Not available to ESS user
  • Available to Admins, and Supervisors
  • Bulk Assign To Checkbox Unchecked      
  • Shown ONLY in Add Goal form
  • Available only for Individual goals
  • Not shown to Supervisors, HOD Users, and ESS users
  • (Bulk Assign To) Job Title Multi Select  
  • All
  • Job titles defined in the system
  •    
  • Shown ONLY in Add Goal form
  • Shown ONLY if Bulk Assign To is checked
  • Shown ONLY to admin users
  • Not shown to Supervisors, HOD Users, and ESS users
  • (Bulk Assign To) Location Multi Select  
  • All for Global Admins
  • Locations accessible for Regional Admins
  •    
    (Bulk Assign To) Sub Unit Multi Select  
  • All
  • Sub Units defined in the system
  •    
     
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