How can I Assign My Self-Goals?

Created by Support L2, Modified on Thu, 20 Mar at 5:56 PM by Support L2

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Note:- DRAFT goal won't display to manager

PMS Login Page:

Login as Employee by using PMS/HRIS login credential
Click on “Add New Goal.”

There are 6 ways to create goals as an employee.

Personal Goals
Org. Goals
Sample Goals
Excel Upload
Clone
AI

A. Personal Goals:

Enter the Title (Goal name or KRA (Key Result Area)).
Under Details, select the Goal Category (category of the goal)
Under Outcome (Outcome of the goal in percentage or Number) Click on Add Metric (if available), enter the Target (maximum value to be reached for the target), Starting (minimum value for the target), Metric Name (Type of the Outcome (Value of Money, Time, etc.)), and Weight.
Select the Rating Scale.
Click on Create Button.
Created goals will display on the Not Approved stage and the status is DRAFT.
Click on the the checkbox and click on Submit Selected goals. The goal will submitted to manager for approval.

B. Org. Goals:

Select the Category
Select the Goals
Created goals will display on the Not Approved stage and the status is DRAFT.
Click on the the checkbox and click on Submit Selected goals. The goal will submitted to manager for approval.

C. Sample Goals:

Select the Category
- Select the goals based on the department-wise
- Created goals will display on the Not Approved stage and the status is DRAF.
- Click on the the checkbox and click on Submit Selected goals. The goal will submitted to manager for approval.

E. Clone Goals

Click on Clone
Select the Goal Plan and click Create.
Created goals will display on the Not Approved stage and the status is DRAFT.
Click on the the checkbox and click on Submit Selected goals. The goal will submitted to manager for approval.

F. Goals Addition by AI

Click on AI.
Click on KRA.
Click on More Options and click on AI.
Select KRA.
Click on Create.
Created goals will display on the Not Approved stage and the status is DRAFT.
Click on the the checkbox and click on Submit Selected goals. The goal will submitted to manager for approval.

After creating the goal, your goals need to be approved by your reporting manager. Once approved, goals will be displayed under “Total Goals” If goals are rejected or cancelled by the manager, they will be displayed under “N/A” as below.

Note: Goals assigned by the Manager or HR will be displayed under Total Goals