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Goal Section

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Written by Michael Ho

How do I add a Goal section?

1. Go to Administration > Performance and click Appraisal Setup.

2. Along the template title, click the dropdown beside the Appraisal Settings button and select  Appraisal Sections.

3. Click the Add New Section button.

This opens up a new drop-down allowing you to fill in the following information:

  1. Module: The type of section you want to add (in this example, it is a Development Objective).
  2. Title: This is the title displayed to all users.

  3. Weight: If 'Rating is Active' is enabled, the percentage is allocated to the development section. This also allows administrators to set the section item's weight. This is only available because Enable Section Item Weighting was selected in the Appraisal Settings tab.

    📝 Weights can only be applied to the sections on goal, competency, and development objectives. The total of all weighted sections must add up to 100%.
  4. Description: This should be a description of the development section that the employee sees. Placeholders can be used in this field.

  1. Section Visibility: An administrator can determine if the section is visible to the employees and managers. 
  2. Section Activity: This allows an administrator to determine if the employees and managers can add, edit, or delete a Development Objectives on this section. Important note: Enabling add, edit, or delete options in the Goal section does not by itself guarantee that employees or managers can update goals in assigned appraisals. The current appraisal phase must also allow those actions, and if the appraisal has already been assigned, the template changes must be synchronised to the appraisal before users will see the updated behaviour.
  3. Section General Settings:
    • Labelling is active: Employees / managers are required to select a label when adding a goal section item.
    • Rating is active: This allows employees and their manager to rate the items within this section.
    • Section overall score is visible: This calculates and displays the overall score of the development objectives that have been rated.
    • Enable Goal Measures: This allows employees and their managers based on the 'Section Activity' to add Goal measures to Goal Section items. 
    • Enable Goal Library: This allows employees and their managers to select pre-created Goals from the Goal Library. 
    • Allow adding notes: Employees and their managers can add notes.
    • Allow adding attachments: Employees and their managers can add attachments.
    • Enable auto-populate: Use the Enable auto‑populate setting to automatically prefill appraisal Goals based on an employee’s Position, Location, or Department. 
      • Auto-populated goals are added only when the appraisal is first assigned. If you later update the linked Position, Department, or Location goals, or if the employee changes position after assignment, those changes will not automatically update the existing appraisal. 
  4. Rating System: Administrators can choose from the rating system.
  5. Click Save
📝
  • Auto-populated can be setup based on the Position, Location or Department Fields by Navigating to: Administration > General > Positions/Departments/Locations > Actions > Edit > Goals and and attach the Goals to each Field.
  • Once the goals have been entered into the relevant Field, upon ticking to Enable Auto-populate Items from the field library, the system will automatically prefill appraisal Goals to the Goal Section.
  • Changes to libraries after assignment won’t retro‑populate existing appraisal assignments. 

4. A new Goal section will be added to the appraisal template:

  • Add Goal From Library: The user can browse and select from the Goal library.
  • Add Goal: The feature allows the administrator, manager, or employee to create a customized development objective as needed.
⚠️ When using the Add Goal, goals that are created within the appraisal will not be saved to the library.

 

How can you add a Measure to a Goal section?

1. A Measure can be added to customized Goal section items. This can be done by going into Administration > Performance > Appraisal Setup > Appraisal Settings > Appraisal Sections. 

Locate a Goal section and click Add Goal

⚠️ Goal Measures added to the appraisal template will not applicable to other templates

 

2. A Measure can be added by the Employee or Manager within their own individual appraisal assignment, depending on the Appraisal phase and Appraisal section settings if you allow it.

📝

To Allow the employee or manager to add a Goal Measure to their appraisal, this needs to be setup in the Section settings:

Note: If the appraisal has already been assigned,

 

How do you add a Goal to the Library?

1. Go to Administration > Performance and click Goals.

2. Click Add New Goal

3. This opens up a new drop-down allowing you to fill in the following information:

1. Goal Title: This is the title or the Goal name that is displayed to all users.

2. Scope: This is the visibility of the Goal to the users. A goal’s Scope controls who can see or add that goal from the Goal Library. It does not let you restrict Goal Library selection by department, position, or location. 

  • Available to all users means this Goal can be added by the Employee, Manager, and Administrators.
  • Available to all managers means this will only be visible for managers to add to an appraisal.
  • None means not visible to add to an appraisal for managers and employees but available for admins to add to a template.
  • Disabled means not available to any user but does not remove it from an employee's in-progress appraisal or template.

3. Label: An administrator can use this to identify which label this Goal should be assigned to.

4. Description: This should describe the question that the user sees.

5. Measures Title: A short description of the Goal measure

6. Add New Measure: Click to add additional Measures to the goal

7. Click the Save button when done.

 

Alternatively, you can also add the Goals in bulk. Click the Import from CSV button.

1. Click Download the CSV import template to download a copy of the template CSV template

2. Fill in the CSV file with relevant Goal information as per the legend and click Upload File and upload the CSV

 

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