Within HRWize, you can allocate goals to employees which act as tasks which they will be required to complete. Once allocated, an employee will be able to log in to their Self-Service accounts and update their progress on the goal as well as enter comments.
Goals settings
Depending on your configuration you may need to enable goals to be able to use them.
If you to go:
Administration > Company > Settings > Display settings
In the Modules section, you should first ensure that you have ticked 'Performance'. Once ticked, ensure that you have ticked 'Goals'.
On the same page, there is an additional setting that determines how employees can interact with the goals module. Under "Employee views" there is an option for "Goals visible to employees" which has four choices:
- No
- Yes - view only
- Yes - employees can update
- Yes - employees can add and update
If you go to:
Administration > Company > Settings > Company Settings
Under the Performance Management section, there is another setting that determines how updates for goals are stored titled "Performance goal system":
The default option, Standard, means that the employee and manager will have each an open text box where they may write their own comments. By using this method, the employee or manager can either append their most recent comments onto the end of the current comments, or they can overwrite those previous comments and replace them with the current or new comment.
There is an alternate option, Incremental. This treats each comment as a separate entity and records the person who made the comment, the date, and saves the comment in history so you can see the current and all previous updates and comments:
Goal Categories and Goal Options
When adding a goal for an employee you can set goal categories and goal options.
Goal categories allow you to determine if the goal being set is a "Developmental" goal or a "KPI". Typically, a "Development" goal is subjective in nature; they improve a skill, gain more knowledge, and get better at something, whereas a typical "KPI" is targeted specifically such as $1,000 of widgets make 100 calls.
In either case, when you are adding the goal, you will need to choose the goal option. These options are the mechanism where the employee progress will get tracked against the goal and will determine what options are displayed to the employee and manager when adding an update or indicate progress. These options are:
- Default - This uses the default options of Behind, On Track, At-risk, Completed and Inactive;
- 1 to 5 - Dropdown with options for 1 to 5;
- 1 to 10 - Dropdown with options for 1 to 10;
- Percentage - This will present a blank text box into which you can enter a number;
- Target - This allows you to enter a target value that the employee is working towards;
- List - This allows you to specify your own option values which should be entered with a comma between each option such as Gold, Silver, Bronze. These will then be displayed as a dropdown options list with your choices on the list.
Show goal progress on employee home screen
If you choose 1 to 5, 1 to 10, or Percentage for the Goal option above, you can optionally choose to display progress against these types of goals on the employee home page in Self-Service. This is displayed in the recent actions section.
How to allocate goals to employees
If you go to:
People > Employees
Select the 'Goals' icon on the employee file, and click on 'Add' at the bottom of the table, and this will let you add a goal to an employee:
Select 'Add' at the bottom of the table:
The visibility section at the bottom of the form dictates whether this form is visible to the employee or not. If this is set to private, managers and HR users will be able to see the goal, but the employee will not. If this is set to the public, the employee will be able to see the goal and their progress.
The employee will then be able to update the status field and return any comments back to the manager to keep you updated with their progress.
Once a goal has been completed, it can be archived, where a goal will retain the record but will be moved from the active list (accessed through the Goals icon on the employee card).
To archive a goal, select the Archive action option on the employee goals list:
To view archived goals, select the 'Archived ' button on the employee goals list. Any goals which have been sent to the archive will then appear in this section.
You have the option to allow managers to edit certain properties of a goal such as a name and description. To enable this option, tick the 'Edit performance goals' box of the manager views section in the company display settings
Administration > Company > Settings > Display Settings
With this enabled, managers can click the edit pencil of the goal to change these additional parts of the goal. Please note that they will still not be able to change the Category or Type of goal once a goal is created.
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