How to Create Company Goal Definitions

How to Create Company Goal Definitions

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

CloudOffix App Drawer screen, Click ‘360 Appraisal’ to begin

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

The goals are defined in the Goals menu.

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

The ‘Goals’ Menu

Fig. 2: The ‘Goals’ Menu

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

Click ‘New’ to begin

Fig. 3: Click ‘New’ to begin

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

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.

Main Perspective

Fig. 5: Main Perspective

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

Sub Perspective

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.

Calculation Type

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.

Advanced Calculation Formula

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 subordinate goal.

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

Advanced Calculation Formula 2

Select the Evaluators from the drop down list menu.

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

Evaluators are selected from the list menu

Fig. 10: Evaluators are selected from the list menu

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

Edit Button

Fig. 11: Edit Button

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

Profitability Goal is on the Definitions List

Fig. 12: Profitability Goal is on the Definitions List

 

Congratulations! You have just created a Company Goal Definition.