Manage Corporate Goals

Provides step-by-step instructions on how to add or edit corporate goals.

Manage Corporate Goals

Corporate Goals

Corporate goals, an organization’s desired results, are usually established upfront, directing employees in accomplishing specific tasks within a given time frame.

Corporate goals are defined on the Corporate Goals page. When configuration is complete, corporate goals can be aligned with assignable goals, which are defined by management on the Assignable Goals page. These assignable goals are then assigned to employees to form part of their goal plan. Individual goals may also be aligned with corporate goals. Individual goals are defined on the Goals page.

Goals must be set to inactive and undistributed to be deleted.

Note

Corporate goals are unique for each company; therefore, they must be established by the customer and are not provided by Performance Reviews.

View Corporate Goals

View corporate goals on the Corporate Goals page.

Navigation:Menu > System Configuration > Business Rules

  1. From the main navigation bar, hover mouse over System Configuration to display the available sections and links.
  2. From the expanded navigation menu, select Business Rules. The Business Rules page appears.
    Note

    You can also access the Corporate Goals page from the Configuration page (Talent Management > Configuration > Corporate Goals).

  3. Use the Find By filter or scroll through the list to find and select the Corporate Goals link. The Corporate Goals page appears, listing those corporate goals that have been configured previously.

Add or Change Corporate Goals

Add or change corporate goals on the Add/Change Corporate Goal page.

Navigation:Menu > System Configuration > Business Rules > Corporate Goals

  1. From the Corporate Goals page, complete one of the following:
    • To add a corporate goal, select Add.
    • To change a corporate goal, select the applicable Corporate Goal link.
  2. From the Add/Change Corporate Goal page, enter a title for the corporate goal.
  3. Enter a description for the corporate goal. The goal description field length can be up to 5,000 characters.
  4. Select the goal type with which this goal is associated.
    Note

    By default, there are four goal types provided in Performance Reviews: Customer, Financial, Internal Business Processes, and Learning and Growth. You can create your own goal types to display in this drop-down list from Business Rules > Goal Types. Goal types must be configured prior to adding/changing goals.

  5. Select whether the goal is active or inactive. This will indicate whether or not the goal is available for use. Assignable goals or individual goals can be aligned with active corporate goals.
  6. Enter the start and due dates of the corporate goal, as needed.
    Note
    • Performance Reviews does not enforce these dates. Dates are for customer reference and tracking purposes only.
    • Goal Start and Due dates can be set as required fields on the Change Talent Management Settings page (System Configuration > Talent Management > Edit).
    • Goal Start and Due dates can be edited while a review is in progress.
  7. Select Save. The Corporate Goals page appears with the new information.

Delete a Corporate Goal

Delete corporate goals on the Corporate Goals page. Goals must be inactive and undistributed to be deleted.

NAVIGATION: Menu > System Configuration > Business Rules > Corporate Goals

  1. From the Corporate Goals page, check the Delete box for the applicable corporate goal.
  2. Select the Delete button. The corporate goal is deleted.
    Note

    A corporate goal that is aligned with a team goal can be deleted. Reviews that have been distributed using that team goal will maintain the alignment reference to the corporate goal; however, reviews distributed after removing the corporate goal will no longer have the referenced alignment.

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