# | Feature | Scenario | |
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1 | Add Goal | (i) Goal List - Add button (for Admin / Supervisor / HOD users) (ii) My Goals - Add button (for ESS users) |
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1.1 | Add Goal | |
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1.1.1 | Add Goal | 6.5 |
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1.2 | Add Goal | 6.5 (i) Goal (ii) Objective with Key Results (i) Cannot have a parent goal (i) Cannot have other sub-goals (except Key Results) |
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2.1 | Modify Goal | |
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2.2 | Modify Goal | |
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2.3 | Key Results and Metrics | 6.5 (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 6.5.7 |
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2.4 | Key Results and Metrics | 6.5 (i) (ii) Format (drop down) (ii) Start value (iii) Target value (iv) Current value |
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2.5 | Key Results and Metrics | 6.5 (i) Number x,xxx.xx (ii) Number x,xxx (ii) Percent xx.xx% |
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2.6 | Key Results and Metrics | 6.5 |
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2.7 | Key Results and Metrics | 6.5Progress % = [(Current value - Starting value) /(Target value - Starting value)] x 100 |
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2.8 | Key Results and Metrics | 6.5 |
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2.9 | Key Results and Metrics | 6.5 (i) If metric enabled: [current value of the metric] + [metric name] (ii) If metric not enabled: [current completion status] |
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2.10 | Key Results and Metrics | 6.5 |
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3 | Bulk Assign Goal | |
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3.1 | Bulk Assign Goal | After bulk adding a goal to multiple employees, system will track each employees' goal as a separate Individual Goal |
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4 | View Goal | |
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4.1 | View Goal | |
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5 | Goal Comments | |
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5.0.1 | Goal Comments | |
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5.1 | Goal Comments | (i) 6.4.11 Profile image of the employee who commented (ii) Name of employee (First Name and Last Name) who commented (user name is shown for admin user accounts without an associated employee) (iii) Comment text (iv) Date (in system defined date format) and time (hh:mm) of the comment (server time is used) 6.4.10 When a commenter of the goal is purged all the added comments of his/her are gets removed and the name is shown masked. This will not affect the comments, added by other users for that particular goal. 6.4.11 If there are comments added by terminates employees, their names are shown with 'Past Employee' suffix. |
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5.1.1 | Goal Comments | |
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5.2 | Goal Comments | |
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6 | Goal Workflow Actions (if Goal Workflow is enabled) | 6.5 |
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6.1 | 6.5 |
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6.2 | 6.5 |
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6.3 | 6.5 |
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6.4 | 6.5 |
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7 | Email Notifications | 6.5.1 (i) Save Goal (ii) Submit Goal (iii) Approve Goal (iv) Reject Goal (v) Update Goal (This is not covered by workflow - is this feasible?) |
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7.1 | 6.5.1 |
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7.2 | 6.5.1 |
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7.3 | 6.5.1 Database Configuration: by configuring a new notification UI Configuration: (i) Add Email template (ii) Define Workflow actions that trigger notification (iii) Add Subscribers |
Field | Field Type | Default Value | Field Options | Validations | Validations Message | Field Behavior | |
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Type | Dropdown | |
(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. |
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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 (i) Entered goal type (Business or Individual) from the library AND (ii) The entered text in any part of the goal name |
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Parent Goal | Auto Complete | |
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Goal Description | Text Area or WYSIWYG Editor | (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 |
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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 | |||
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Status | Dropdown | Pending | |
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Completion | 6.4.11 Circular Slider | 0% | 6.4.11 6.5 Progress % = Average(Percentage completion of KRs) |
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Add to library | Checkbox | Unchecked | |
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Assigned To | Auto Complete | |
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 |
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Evaluator Groups | Checkboxes | (i) Main Evaluator (ii) Self (iii) Supervisor |
(i) Main Evaluator (ii) Self (iii) Supervisor (iv) Peers (v)Subordinates |
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Read Only (for Assignee) | Checkbox | |
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Bulk Assign To | Checkbox | Unchecked | |
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(Bulk Assign To) Job Title | Multi Select | |
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(Bulk Assign To) Location | Multi Select | |
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(Bulk Assign To) Sub Unit | Multi Select | |
Format | Accepted Values | Rejected Values | Validation Message | Saved Values Displayed As | |
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Number x,xxx.xx |
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Should be a valid number |
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Number x,xxx |
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Percent xx.xx% ("%" shown as a read only suffix right aligned inside the text box) | Should be a valid percentage |
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# | Notification | Default Subscribers | Workflow Scenarios Notified by Default | Template | To/CC | |
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1 | Submit Goal | Default Supervisor (Immediate Supervisors Only) | ESS (Initial ![]() |
Goal Pending Approval Notification Sent to Supervisor | To |
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ESS (Saved ![]() |
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ESS (Rejected ![]() |
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2 | Save Goal | Affected Employee | Supervisor (Initial ![]() |
Goal Assigned Notification Sent to Employee | To |
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HOD (Initial ![]() |
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Admin (Initial ![]() |
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3 | Approve Goal | Affected Employee | Supervisor (Initial ![]() |
Goal Approved Notification Sent to Employee | To |
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HOD (Initial ![]() |
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Admin (Initial ![]() |
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4 | Reject Goal | Affected Employee | Supervisor (Initial ![]() |
Goal Rejected Notification Sent to Employee | To |
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HOD (Initial ![]() |
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Admin (Initial ![]() |
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5 | Update Goal | Default Supervisor (Immediate Supervisors Only) | ESS (Pending ![]() |
Goal Updated Notification Sent to Supervisor | To |
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ESS (In Progress ![]() |
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ESS (Achieved ![]() |
Subject: [Goal][OKR] submitted for approval by %performerFullName% Body: Dear %subscriberName%, %performerFullName% has submitted [goal][OKR] %goalName% which is pending your approval. You can use the link: %goalUrl% to access the [goal][OKR]. Thank you. This is an automated notification.
Subject: A [goal][OKR] has been assigned to you by %performerFullName% Body: Dear %subscriberName%, %performerFullName% has assigned [goal][OKR] %goalName% to you. You can use the link: %goalUrl% to access the [goal][OKR]. Thank you. This is an automated notification.
Subject: Your [goal][OKR] has been approved by %performerFullName% Body: Dear %subscriberName%, %performerFullName% has approved [goal][OKR] %goalName%. Goal Approval Comment: %goalApprovalComment% You can use the link: %goalUrl% to access the [goal][OKR]. Thank you. This is an automated notification.
Subject: Your [goal][OKR] has been rejected by %performerFullName% Body: Dear %subscriberName%, %performerFullName% has rejected [goal][OKR] %goalName%. Goal Rejection Comment: %goalRejectionComment% You can use the link: %goalUrl% to access the [goal][OKR]. Thank you. This is an automated notification.
Subject: [Goal][OKR] updated by %performerFullName% Body: Dear %subscriberName%, %performerFullName% has updated [goal][OKR] %goalName% You can use the link: %goalUrl% to access the [goal][OKR]. Thank you. This is an automated notification.