Difference: PerformanceModuleAddViewModifyGoalUpdate (44 vs. 45)

Revision 452020-01-03 - RajeevaNonis

Line: 1 to 1
Changed:
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META TOPICPARENT name="EnterprisePerformanceModule"
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META TOPICPARENT name="OrangeHRM.OrangeHRM.EnterprisePerformanceModule"
 

Add/View/Modify Goal

Changed:
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See Related: Goal List
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See Related: Goal List
 
Line: 15 to 15
 
1.2 Add Goal 6.5
  • When adding a goal there's a choice (if configured) between adding a:
    (i) Goal
    (ii) Objective with Key Results
  • Objectives with Key Results are goals (retaining all the behaviors of goals) except that:
    (i) Cannot have a parent goal
    (i) Cannot have other sub-goals (except Key Results)
  • 2.1 Modify Goal
  • It's possible to modify and save an existing goal.
  • 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
  • Changed:
    <
    <
    2.3 Key Results and Metrics 6.5
  • From within (the screen of) an Objective (with Key Results) it is possible to add Key Results for the Objective.
  • A key result is also a Goal retaining the behavior of goals except:
    (i) Can have a metric (optional)
    (ii) Has a parent (mandatory, and cannot be changed)
    (iii) Has no description field
    (iv) Cannot have sub-goals
    (v) Cannot be added to the goal library
    (vi) Not possible to bulk assign
    (vii) No "Read Only for Assignee" option
  • Added key results also get listed under goal list under objectives.
  • Key results do not get listed as top-level goals
  • Key results do not get picked by goal searches.
  • Key Results can only be deleted from within an Objective
  • >
    >
    2.3 Key Results and Metrics 6.5
  • From within (the screen of) an Objective (with Key Results) it is possible to add Key Results for the Objective.
  • A key result is also a Goal retaining the behavior of goals except:
    (i) Can have a metric (optional)
    (ii) Has a parent (mandatory, and cannot be changed)
    (iii) Has no description field
    (iv) Cannot have sub-goals
    (v) Cannot be added to the goal library
    (vi) Not possible to bulk assign
    (vii) No "Read Only for Assignee" option
  • Added key results also get listed under goal list under objectives.
  • Key results do not get listed as top-level goals
  • Key results do not get picked by goal searches.
  • Key Results can only be deleted from within an Objective
    6.5.7
  • Even if an Objective is noneditable, KR owner can update details of the KR but cannot Re-assign
  •  
    2.4 Key Results and Metrics 6.5
  • When adding a Key Result (KR)It is possible to define a metric
  • It's possible to define the following for a metric:
    (i) Name 6.5.1 Unit of Measurement (entered as text e.g. $ Annual Revenue, Calls per month)
    (ii) Format (drop down)
    (ii) Start value
    (iii) Target value
    (iv) Current value
  • By default metric fields are enabled.
  • When adding a KR, the user can disable the metric. If disabled, the metric related fields appear disabled.
  • 2.5 Key Results and Metrics 6.5
  • The following options are available under Metric - Format:
    (i) Number x,xxx.xx
    (ii) Number x,xxx
    (ii) Percent xx.xx%
  • 2.6 Key Results and Metrics 6.5
  • The metric value fields: Start Value, Target Value, and Current Value behaves as defined under Key Result Metric - Value Fields
  • Line: 50 to 50
     
    Type Dropdown
  • Business (for admin users)
  • Individual (for other users)
  • (i) Business (Only available to admin users when accessing the form via Goal List. Not available for other user and even admin users if the form is reached via My Goals screen)
    (ii) Individual
        Enabled for Admin users.
    Disabled for users other than Admin users.
  • Goal Name
  • 6.5 Objective Name
  • Text + 6.4.11 Auto Complete     (i) Mandatory
    (ii) Less than 240 characters
    (i) Required
    (ii) Should be less than 240 characters
    6.4.11
  • Lists goals that match the
    (i) Entered goal type (Business or Individual) from the library AND
    (ii) The entered text in any part of the goal name
  • It's possible to select a goal from the library
  • It is also possible to enter a new goal text in the text box
  • Parent Goal Auto Complete  
  • Lists active goals (achieved goals do not get listed)
  • Only goals of the same type (Individual or Business) as the goal being added are listed.
  • 6.5 OKRs do not get listed.
  • 6.4.11 Regional admins ONLY see goals assigned to employees in their regions.
  • Global admins see goals assigned to employees in all regions.
  • It's possible to select a goal assigned to an employee in a location other than the goal assignee's location (based on the accessibility of the goal by the assigner)
  • 6.4.11 Supervisors only see goals assigned to employees reporting to them (or in all levels of the reporting chain if the supervisor chain is enabled)
  • 6.4.11 HODs only see goals assigned to employees in their sub-units.
  • ESS user only sees own goals
  • The goal being edited or child goals of the goal being edited do not appear to be selected.
  •    
  • Goal name is prefixed with the goal owner name for all users except ESS users. ESS users only see the goal name.
  • The autocomplete pattern matches the prefixed employee name of the parent goal as well.
  • 6.5 Disabled for OKRs
  • Changed:
    <
    <
    View library 6.4.11 link         When user clicks the view library option system pop up a Search Library pop up.
    >
    >
    View library 6.4.11 link         When user clicks the view library option system pop up a Search Library pop up.
     
    Goal Description Text Area or WYSIWYG Editor    
  • 6.4.11
    (i) Less than 10000 characters
    (ii) File size less than 5MB (default). This is controlled by the configuration setting in the database
    (iii) Content size less than TBD
  • (i) Should be less than 10000 characters
    (ii) File Size should be Less Than 5MB (Max size mentioned in the warning message changes according to the configuration setting)
    (iii) Allowed content size exceeded
  • WYSIWYG editor
  • Due Date Date     Mandatory (Exception: If Add to Library is checked AND Assigned To is NOT set)
      Selected date is displayed in the system defined date format
    Status Dropdown Pending
  • Pending
  • In Progress
  • Achieved
  •    
  • Upon completion being set to 100%, automatically gets set to "Achieved"
  •  
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