Goals (Set Up of the HR Event - Goal Setting)
Set Up of the HR Event - Goal Setting
Personnel >> Event Reminders >> Master Email Settings
How do I Enable External Email Notifications for Goal Events?
Master Email Settings - Goals
To allow the event to send emails to an employee's external email account when the Goals form is issued, make sure the event is flagged for this feature. Employees must have their primary email address entered in their profile under Personnel >> Employees >> Contact Info.
Talent Management>>HR Events>>HR Admins
How do I set up HR Administrators?
HR Admins
HR Admins are responsible for organizing the Employee Goal Setting event. Before setting up the event, it's important to designate the employee(s) who will oversee and manage it. Multiple employees can be assigned to manage each event, ensuring shared responsibility and smooth coordination.
Step 1: Create New HR Admin Record
Event Type: Select the Goal Setting Event Type for which the HR Admin will be responsible.
Company Code and Name: Select the Company that the HR Admin. belongs to.
Last name / First Name: Select the last name or the first name of the assigned HR Admin.
Save the record and enter additional names as required for either the same or additional event types.
Step 2: Enter HR Admin Details
Talent Management>>HR Events>>Notification
How do I set up Status Notifications for the Goals module?
Goal Notifications
These notifications are sent to employees and managers to inform them about upcoming or completed goal events, serving as reminders to participate in the goal-setting and completion process.
Step 1: Setup a Notification for the Goal Event
Step 2: Enter the Event Notification Details
Event Type: Select the event type for which you are setting up a notification.
Event Status: Select the Event Status for which the reminder is being sent. Reminders must be set for the following status:
Approaching Due Date: The event is nearing its deadline.
Archived: The event has been completed and stored for historical reference.
Cancelled: The event has been terminated before completion.
Completed: The event has been fully carried out and finished.
Normal: The event is ongoing and progressing as scheduled.
Not Started: The event has not yet begun.
Post Due Date: The event has passed its deadline without completion.
Started: The event has been initiated and is in progress.
Remind On: Enter and select the respective values for the reminder. e.g. 14 Days.
Event Message: The system will send reminders based on the values entered in the "Remind on"field. Alternatively, you may enter a user defined event message.
The following is an example of a system-generated reminder message:
Talent Management>>Manage Events>>Events
OR
User Self Service>>Manager>>Talent>>Goals>>Goal Setup
As an HR Admin, how do I set up the Goal Setting Event?
Events
The Employee Goals event enables managers and employees to complete their assigned goals. HR or managers are responsible for setting up and managing the event.
Step 1: Create a New Event for the Employee Goals
Company: Select the company for which you are setting up a notification.
Event Type: Select the event type for which you are setting up a notification.
Event Status: Select the Event Status for which the reminder is being sent. Reminders must be set for the following status:
Approaching Due Date: The event is nearing its deadline.
Archived: The event has been completed and stored for historical reference.
Cancelled: The event has been terminated before completion.
Completed: The event has been fully carried out and finished.
Normal: The event is ongoing and progressing as scheduled.
Not Started: The event has not yet begun.
Post Due Date: The event has passed its deadline without completion.
Started: The event has been initiated and is in progress.
Event Name: A user-defined name for the event.
Start Date: Enter the goal start date.
Step 2: Enter the Event Details
End Date: Enter the goal start date.
Initiated By: Select who will be initiating the event. Responsible: Select who will be responsible for the goals. Apply To: Select who the goal will be applied to.
Save the record.
1.
When the event is created, the system does the following:
2.
3.
Creates the Employee Goal event, colour-coding and displaying the records based on their status (Started, Not Started, Completed, Approaching Due Date etc.)
Lists all employees to be assigned goals and the person responsible for the goal under the Goal Setting event (expand the record).
Displays a Create Goals button next to each employee record. HR must click this button to create the
actual goals form for the respective employee.
Step 3: View Employee Records Created
Person Responsible: this is the employee’s direct supervisor set up via Personnel>>Position>>Reporting Relationships>>Supervisor for an Employee. If this field is
blank, the goal form will only be created for the employee.
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