Objectives

This screen allows the management of performance appraisal objectives. From this screen, you will be able to create, edit and delete Objectives.

Creating Objectives

To create an Objective, navigate to Performance > Appraisals > Employee Appraisals. Locate the relevant employee and click the name, from the ensuing screen click on an appraisal and click on the “Objective” button. From the ensuing screen, click on “Add” and fill in the necessary fields using the information below

• Name: This is the unique Objective name
• Goals: This is the details of the goals of this objective
• Effective Date: This is the date by which the objective takes effect. The objective will only show up on an appraisal with a review period which covers the effective date.
• Deadline: This is the deadline for completion of this objective
• Objective Type: This determines the way the objective is appraised
  • Scorecard: Select this type for a quantitative objective which can be measured objectively
  • Evaluation: Select this type if the objective is of a subjective nature
  • Developmental Needs: Select this type to obtain comments from the appraisee such as developmental needs. This objective will not be rated.
• Target: This is the target score for a “Scorecard” objective
• Target Type: This affects how the objective score is calculated
  • Percentage: Use this for objectives with scores measure in percentages
  • Number: Use this for objectives where scores are measured in absolute terms
• Grading Type: This determines how the “Scorecard” objective is graded
  • Higher is better: Select this where a higher score for the objective is desired
  • Lower is better: Select this where a lower score for the objective is desired
• Individual Weight: Enter the objective’s weight in this field. If the weight is set to 0 then the system will use the weight attached to the KPI group linked to the objective.
• KPI Group: This is the group from which a KPI will be selected
• KPI: This is the KPI to which this objective is attached
• Save Button: Click this button to save changes.
• Cancel Button: Click this button to cancel changes.

Editing Objectives

To edit an Objective, navigate to Performance > Appraisals > Employee Appraisals. Locate the relevant employee and click the name, from the ensuing screen click on an appraisal and click on the “Objective” button. From the ensuing screen, click on an Objective and change the information as required (See Creating Objectives). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Objectives

To delete an Objective, navigate to Performance > Appraisals > Employee Appraisals. Locate the relevant employee and click the name, from the ensuing screen click on an appraisal and click on the “Objective” button. From the ensuing screen, select the checkbox beside the Objective(s) you want to delete and then click the “Delete” button.