Personal goals are career development goals that an employee intends to achieve in given time-period. If personal goals are related to company goals too, they can be assessed in Performance Appraisals sections.
Employees are able to view their own personal goals in Goal Management – Personal Goals section.
Add/Edit Personal Goal
Fill in following details in adding Personal Goal:
Assignee – If the employee is adding personal goal for himself/herself, the assignee field will be populated with employee’s name. HR Managers, directors, department leaders can add personal goals for other employees
Title – Short title of the goal
Description – Short description of the goal
Validity Period – Choose the period for which the goal belongs too. You can add Validity Periods in Settings – HRMS Settings – Validity Periods.
Start Date – The date when the goal implementation should start
End Date – The date when the goal implementation should end
Action Steps – Describe all action steps that need to be taken by employee in order to achieve goal
Measurement Unit – Indicate the measurement units of the goal (dollars, days)
Target – Indicate the numeric target of the goal
Actual – Indicate the actual figure of the goal. The field can be left blank to be filled later.
Status – Indicate the current status of the goal
Weight – Indicate the weight of the goal, between the other goals of the employee
Notes – Additional goal notes can be attached here.
After filling the fields, click Save & Close to save Personal Goal.
Personal Goals Action Menu
You can view personal goal’s summary, edit goal, add notes to the goal, or remove the goal (administrators only) in the personal goal action menu.
To add notes to your goal, click the Notes link from the Action dropdown.
Enter the following details:
Subject – The subject of the note
Description – Full description of the note
Visibility – You can control the visibility of the notes. Selecting the Public option makes your note visible to public, whereas the Private option hides the content from the public completely.
- My Workspace
- Task Management
- Issue management
- Customer Center
- Booking Items
- Resource Utilization
- How to add organization chart
- Performance Appraisals
- Employee Profile
- Goal Management
- Attendance Tracking
- E-mail Integration
- SMS Tool
- E-mail Marketing
- Importing Accounts
- Customer Service
- CRM Sales
Accounting & Finance
- Getting Started
- Purchase Order
- Accoutning Overview
- Accounting Settings
- Sales Quote
- Sales Order
- Sales Invoice
- Purchases / Bills
- Expense Claims
- Fixed Asset
- User Roles
- Multiple Company
- Manual Transactions
- Chart of Accounts
- Bank Accounts
- Reporting and Dashboard
- User Credentials
- Company Settings
- Recurrence Settings
- Reference Settings
- Email Templates
- Project Management Settings
- Custom Field Management
- Permission Management
- How to Change Account Details at kpi.com
- HRMS Settings
- Automation Settings
- General Features