Create and Define Personal goals for Appraisal plans

Beginning with the App Drawer screen, select ‘360 Appraisal’ which is located in the HR drawer.

Fig. 1: CloudOffix App Drawer screen, Click ‘360 Appraisal’ to begin

The goals are defined in the Goals menu.

In the ‘Goals’ menu, click ‘Personal Goal Definitions’

Fig. 2: The ‘Goals’ Menu

Click the ‘New’ button, which will open a new screen to create a new personal goal definition.

Fig. 3: Click ‘New’ to begin

In the following screen, write a name for the new personal goal definition. The name field is a mandatory field.

Fig. 4: Mandatory field

Complete the necessary fields on the screen.

Main perspective Select from the drop down list or Create and Edit.

Fig. 5: Main Perspective

Sub Perspective: Select the sub perspective from the drop down list or Create and Edit a new one.

Fig. 6: Sub Perspective

Calculation Type determines the way the appraisals are calculated and scored. The Basic type simply sums all the scores and returns with an average result.

Fig. 7: Calculation Type

The Advanced type, which can be accessed by clicking Create and Edit, uses a python code which in turn offers a limitless calculation type.

Fig. 8: Advanced Calculation Formula

Goal type and Company are completed for you. Owner Goal is used if the current goal definition is to be a subordinate goal.

Who will Evaluate? Select from the drop down list menu.

Fig. 9: Who will evaluate?
Select the Evaluators from the drop down list menu.

Click the ‘Save’ button located on the top left of the screen.

Fig. 10: Evaluators are selected from the list menu

After saving, you can still make changes simply by clicking on the ‘Edit’ button.

Fig. 11: Edit Button

You can now find you newly created Personal Goal Definition in the Personal Goal Definitions dashboard.

Fig. 12: #of Meetings Goal is on the Definitions List

 

Congratulations! You have just created a Personal Goal Definition..