How to Create Personal Goal Definitions
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..