Overview
Through the introduction of the Performance Management Module, users can create and assign performance reviews for managers, colleagues, and themselves to undertake. This article explains what Objectives are in relation to the Performance Management Module.
- Objective
- Objectives are a target that has been set that can be used as a standalone assessment for employees/departments or be used in conjunction with Performance Reviews. These Objectives can also be referred to as Performance Targets, KPIs or Goals.
Permissions
The permissions related to Objectives are:
- Manage Performance Objectives - Allows the user to manage the performance objectives and assign them to employees, units or the entire company.
- View Performance Objectives - Allows the user to view the performance objectives.
More information on the permissions used in the Performance Management module can be found here.
Creating Objectives
Objectives are created in the Objectives tab in the Performance Management Module.
To create objectives, follow the steps shown below.
- From the Objectives tab, click on +Add an objective
- In the box that appears, fill out the objective details:
- Objective Name
- Objective Description
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Objective Level
- Individual - If the objective is to be targeted to a specific user(s), then their name(s) needs to be selected under the Assignee field.
- Department - If the objective is to be assigned to a department, then you will need to select the relevant department.
- Company - Choosing this would assign the objective to the company.
Objectives set to the Department or Company are not attached to employees. This means that the objectives created and assigned to these levels must be managed accordingly.
- Parent Objective - You may also optionally place this objective underneath a parent objective, thus making the objective you are creating a sub-objective. Objectives linked together using this field will be shown in the Linked Objectives section.
- Place this objective in archives - Choosing this option will mark the objective as one which is not currently being used for review purposes.
- Mark this objective as completed - Choosing this will close off the objective due to its completion.
- Measurable - Here you can choose whether the objective is to be assessed as a numerical value or simply by selecting 'yes' or 'no'.
- Once you are done, click Save Objective.
Objectives can be amended or deleted using the appropriate buttons next to the objective.
Archived objectives can be found by expanding the filters and turning on the toggle Archive View.
More information on the Performance Management Module can be seen in our Webinar on the module.
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