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Add/View/Modify Goal

See Related: Goal List

Acceptance Test Cases

# Feature Scenario
1 Add Goal
  • Reached via:
    (i) Goal List - Add button (for Admin / Supervisor / HOD users)
    (ii) My Goals - Add button (for ESS users)
  • 1.1 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.
  • 1.1.1 Add Goal 6.5
  • By default the system is configured to allow adding both Goals and Objectives with Key Results
  • 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
  • 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
  • 2.7 Key Results and Metrics 6.5
  • The percentage of completion of a Key Result cannot be manually modified.
  • The percentage of completion is automatically generated using from the metric using the formula:
    Progress % = [(Current value - Starting value) /(Target value - Starting value)] x 100
  • 2.8 Key Results and Metrics 6.5
  • If the metric is disabled, for progress calculations, status "Pending" and "In Progress" are considered as 0% and "Achieved" is considered as 100%.
  • 2.9 Key Results and Metrics 6.5
  • From within an Objective, it is possible to view a list of KRs assigned to it.
  • The following columns are displayed: Name, Owner, Completion, Metric
  • The Metric column displays:
    (i) If metric enabled: [current value of the metric] + [metric name]
    (ii) If metric not enabled: [current completion status]
  • It is possible to add/modify/delete KRs from this view.
  • 2.10 Key Results and Metrics 6.5
  • When an Objective (OKR) is deleted, the associated key results are also deleted.
  • Even if the user cannot access some of the owners of the Key Results, still deleting an Objective would delete all associated key results.
  • 3 Bulk Assign Goal
  • 6.4.11 When bulk assigning a goal to multiple employees, the progress is indicated using a progress bar.
  • 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/delete notes to goals that they can view from the View/Modify goal screen.
  • 5.0.1 Goal Comments
  • System validates the maximum allowed comment length and displays a validation message for text exceeding the length.
  • 5.1 Goal Comments
  • A goal comment displays:
    (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.
  • 5.1.1 Goal Comments
  • Comments are shown sorted (descending) by date and time.
  • 5.2 Goal Comments
  • A user (even an admin or supervisor) with privileges can only delete notes added by himself/herself.
  • 6 Goal Workflow Actions (if Goal Workflow is enabled) 6.5
  • An ESS user can Submit a Saved goal
  • 6.1 6.5
  • Admins, Supervisors, and HODs can Approve or Reject goals which are "Pending Approval.
  • Upon approving the goal status becomes "Pending" and starts getting listed in the goal list (and my goals) by default.
  • Upon rejecting the goal status becomes "Rejected". Rejected goals are not listed in goal list
  • Rejected goals are not listed under My Goals for the goal owner. They are only listed under the goal owner's Unapproved Goal List
  • 6.2 6.5
  • Rejected goals can be resubmitted (ONLY) by the ESS user.
  • 6.3 6.5
  • Goals added by Admins, Supervisors, or HODs need not (cannot) be approved.
  • If an Admin, Supervisor, or HOD saves a goal, it immediately goes to the state Pending
  • 6.4 6.5
  • Goal workflow is applied to Objectives (OKRs) created by ESS users.
  • Goal workflow is not applied to key results. That is key results need not (and cannot) be approved.
  • 7 Email Notifications 6.5.1
  • If Goal Workflow is enabled, Admin -> Configuration -> Email Notifications -> Action Based shows options to subscribe for:
    (i) Save Goal
    (ii) Submit Goal
    (iii) Approve Goal
    (iv) Reject Goal
    (v) Update Goal (This is not covered by workflow - is this feasible?)
  • Disabled by default
  • 7.1 6.5.1
  • If notifications are enabled the Email Notifications are sent to selected subscribers upon performing the workflow actions.
  • Refer table Email Notifications for the default notification settings.
  • 7.2 6.5.1
  • It is possible to add additional types (commonly supported for all notifications) of subscribers.
  • 7.3 6.5.1
  • If there's a custom goal workflow, it is possible to define notifications for custom workflow actions from:
    Database Configuration: by configuring a new notification
    UI Configuration:
    (i) Add Email template
    (ii) Define Workflow actions that trigger notification
    (iii) Add Subscribers

  • Add/View/Modify Goal Form

    Field Field Type Default Value Field Options Validations Validations Message Field Behavior
    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
  • 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"
  • Completion 6.4.11 Circular Slider 0%       6.4.11
  • Slider representing a range (0% to 100%) of completion as a percentage
  • Upon sliding, displays the percentage value it represents.
  • Color of the slider changes from grey to green as the percentage of completion changes from 0% to 100%
    6.5
  • The percentage of completion of an Objective (OKR) cannot be manually modified.
  • The percentage of completion is automatically generated from the metrics of its key results using the formula:
    Progress % = Average(Percentage completion of KRs)
  • Add to library Checkbox Unchecked      
  • Only shown to Admin users
  • Not shown to ESS, Supervisor, and HOD 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"
  • 6.5.7 Objective owner name if "Add" (Key Result) is clicked from objective.
  • 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 (for own goals and KRs of own objectives)
  • 6.5.7 Enabled for Own Goals, Own Objectives, and KRs of Own Objectives for Admins, Supervisors, and HODs
  • 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.
  • 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
  • Exception: Job titles which are prevented access to for the user role of the logged in user for the data group Performance - Goals are not listed.
  •    
  • 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
  •    

    Key Result Metric - Value Fields

    Format Accepted Values Rejected Values Validation Message Saved Values Displayed As
    Number x,xxx.xx
    • Positive or negative numbers
    • With or without thousand separators (commas)
    • With or without (variable number of) decimal points
    • E.g:
      (i)100000
      (ii)1,000,123
      (iii)10000000.123
      (iv)-500.2
    • Non numeric text
    • Commas used not as valid thousand separators
    • Percentages
    • E.g.
      (i) One million
      (ii) 1,00,000
      (iii) 17.1%
    Should be a valid number
    • With thousand separators
    • 2 decimal places (rounded)
    Number x,xxx
    • With thousand separators
    • With no decimal points (rounded)
    Percent xx.xx% ("%" shown as a read only suffix right aligned inside the text box) Should be a valid percentage
    • With thousand separators
    • 2 decimal places (rounded)
    • % as a (read only) suffix

    Email Notifications

    # Notification Default Subscribers Workflow Scenarios Notified by Default Template To/CC
    1 Submit Goal Default Supervisor (Immediate Supervisors Only) ESS (Initial Right Pending Approval) Goal Pending Approval Notification Sent to Supervisor To
    ESS (Saved Right Pending Approval)
    ESS (Rejected Right Pending Approval)
    2 Save Goal Affected Employee Supervisor (Initial Right Pending) Goal Assigned Notification Sent to Employee To
    HOD (Initial Right Pending)
    Admin (Initial Right Pending)
    3 Approve Goal Affected Employee Supervisor (Initial Right Pending) Goal Approved Notification Sent to Employee To
    HOD (Initial Right Pending)
    Admin (Initial Right Pending)
    4 Reject Goal Affected Employee Supervisor (Initial Right Rejected) Goal Rejected Notification Sent to Employee To
    HOD (Initial Right Rejected)
    Admin (Initial Right Rejected)
    5 Update Goal Default Supervisor (Immediate Supervisors Only) ESS (Pending Right Pending) Goal Updated Notification Sent to Supervisor To
    ESS (In Progress Right In Progress)
    ESS (Achieved Right Achieved)

    Email Templates

    Goal Pending Approval Notification Sent to Supervisor

    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.


    Goal Assigned Notification Sent to Employee

    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.


    Goal Approved Notification Sent to Employee

    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.


    Goal Rejected Notification Sent to Employee

    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.


    Goal Updated Notification Sent to Supervisor

    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.

    QA Feedback

    • test case 2 - better to mention that it is possible to give a new name for a goal without selecting a goal from the library
    • better to link Add Goal Form Fields from a test case (from Test case 1 or 2)
    • test case 5.0.1 - better to mention the max allowed size
    • better to mention as where its redirected after a goal is added. (its redirecting to the same Add Goal page with the filled data. in bulk assigning, its showing one employee out of all the matching employees)
    • test case 5.1 - "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." need some grammar correction here. Can mention as "When a commenter of the goal is purged all the added comments added by him/her are removed and the name is shown masked."
    • test case 5.1 - last sentence - 'terminates employees' should be changed as ' terminated employees'
    • Add/View/Modify Goal Form
      • 'Goal Name' is there before the 'type'. Need to have that order here also
      • Parent Goal - "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)" - this is not clear

    QA Feedback for 6.5

    • 1.2 - "When adding a goal there's a choice (if configured) " - Adding Objectives is available by default. It is not configurable. There should be a DB configuration for this. Refer 6.5 scopes
    • In 1.3 it says "By default the system is configured to allow adding both Goals and Objectives with Key Results". But in 1.2 it says " (if configured)". Better to reorder these 2 test cases. Moved
    • 1.2 - "key results are goals except that: Cannot have parent goals and sub goals". Seems it gives a wrong meaning since it uses the words "except" and "cannot". No change needed
    • 1.2 and 2.3 have duplicate content 1.2 is about Objectives and 2.3 is about Key Results
    • Both 1.2 and 2.3 better to mention the additional things that goals are having which are not there in OKRs
    • Add/View/Modify Goal Form - better to have a separate form for Objectives or need to modify this existing form considering adding Objectives Updated. Check prefix 6.5
    • 2.3 - need more description about the deletion behavior. (What will happen for the key results if the objective is deleted etc) This is covered in 2.10
    • ,2.4 - "By default a metric is enabled. It's possible to disable the metric. " - better to mention that its possible to disable from the front end with the given checkbox. Updated
    • need to have a separate section for 'Add Key Results Form'.
    • 2.4 - "(i) Name" this should be changed as "Matric Name" Updated to 6.5.1 behavior
    • Key Result Metric - Value Fields - Rejected Values column -> better to number the 3 bullet points as (i), (ii), (iii) since there are examples added as numbered list (then its maped with examples) Not needed. We can add more examples later
    • better to swap 2.7 and 2.8 (better to mention about "completion calculation when the matric is enabled" first) Updated
    • 2.8 - better to mention the formula as "Progress % = [ (Current value - Starting value) /(Target value - Starting value) ] x 100" Updated
    • 2.10 - "some of the owner's of the Key Results" - this should be changed as "some of the owners of the Key Results" Updated
    • Need to have a test case for workflow behavior of Objectives when the goal workflow is enabled Covered under test cases 6 - 6.4
    • Need to have test cases for Goal List behavior (should be added in Goal List screen spec) Not clear what this means. 6.5 test cases are separately added under Goal List
    • 6.1 - Need to mention where the Rejected goals are listed (its listed only at ESS user's Unapproved list) Updated
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    Topic revision: r45 - 2020-01-03 - RajeevaNonis

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