In the "Talent" module, objectives are managed through defined periods, allowing the creation and modification of goals within specific time spans. It is possible to manage multiple active periods simultaneously and perform performance evaluations for a specific objective period while others remain active.
Definitions:
- Objectives: Goals to be achieved, which are grouped into Categories.
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Objective Periods: Time span in which the objectives will be measured.
Open Objective Periods Configuration
In the "Settings" section of the "Talent" module, it is possible to manage the objective category, the objective periods, and the progress scale. Objective periods allow grouping the assigned goals within a given time span.
When creating objectives you must link them to a period, but you can keep more than one period active, and you can even upload objectives into more than one period.To manage objective periods click "Objectives" and then "Periods". Here you will find the list of all previously created periods.
In the last column there is a padlock icon that indicates whether a period is open or closed.
To reopen a period, simply click the padlock icon in the last column. You can keep multiple periods open to assign and manage objectives simultaneously.
In the same view, you can create a new period with the "Create Objective Period" button; this opens a window where you are asked to enter the following data:
- Name: It is the name the period will have.
- Start date: Informational date for the start of the objective period.
- End date: Informational date for the end of the objective period.
- Restrict the period for uploading and modifying objectives: By clicking this checkbox two new fields will open, which serve to provide a time window in which objective information can be uploaded or modified. The idea is to leave a window for leaders and employees to create objectives.
- Upload start date: Start date of the upload and/or modification period for objectives.
- Upload end date: End date of the upload and/or modification period for objectives.
Considerations
When creating this new objective period it will always appear closed; to activate it you must do so manually with the padlock symbol mentioned above.
If you attempt to edit or upload objectives outside the date range defined in the period's 'Upload start date' and 'Upload end date', the system will not allow modifications. To enable editing, adjust the upload dates in the configuration of the corresponding period.
View from the Employee Profile
If more than one objective period is open, when entering the "Objectives" module a selector will be displayed to choose the period to view. Likewise, when accessing an employee's profile, in the "Talent" tab and selecting "Objectives", you must also choose the period to view.
Within the employee profile, to create a new objective click "Create", which will open a window requesting the following information:
- Name: Objective name.
- Period: Select in which period the objective will be included.
- Objective/Goal: Defines the goal to be achieved.
- Indicators: Specifies the indicator that will be used to measure the objective's progress.
- Category: Select which category it should belong to.
- End date: Sets a reference end date for the objective.
- Weight: Indicates the relative importance of the objective within the selected category; remember that the sum of the weights in a category must be 100%.
- Select the progress scale: This will allow updating the objective's progress in real units, and the system will automatically calculate the percentage of progress. It is important that the scales are previously created.
- Progress:In this section you can enter the objective's progress using the units of the progress scale. It can be left blank when creating it and updated continuously.
- Allow the employer to edit their progress: To give the employer access to modify their progress on the objective.
- Notify objective to the employee: An email will be sent automatically to the employee when the objective is created to inform them about its creation.
- Active: Defines whether this objective will be active.
Within the employee profile, in the "Talent" tab, there is the "Continuous Feedback" section, where objectives can be measured. In this section, you can create new feedback by clicking the "Create Continuous Feedback" button, which will open a new page.
On this page, both the job competencies and the objectives are managed. For the latter, the supervisor must select the period for which they want to perform the feedback. At the bottom of the page there is a space to record written feedback on the mentioned parameters.
Evaluations with objectives
When conducting a performance evaluation in the "Talent" module, it is also possible to incorporate objectives. To do this, click "New Evaluation", which will open a new page where the different parameters to evaluate are configured.
After defining the "General" section, when accessing the "Form" section you can add objectives. It is important to remember that to include them you must check the box located on the right side.
In this section, select the objective period that will be evaluated, allowing only one period to be evaluated at a time. However, it is possible to upload objectives into a different period than the one under evaluation.
Bulk import and modification
To perform bulk uploads or modifications of objectives, you must go to the "Information" section within the "Importers" module and click "Importers".
Within the "Talent" tab you will find the "Objectives Importer" in blue and the "Objectives Modifier" in orange.
Within the objectives importer or modifier, you will be prompted to select the objective period into which the files will be imported.
🤖 This article was translated using artificial intelligence. View original article.