Steps To assigns goals

Step 1: Goals should Only be Uploaded once via Excel, whether by the HR admin, manager, or employee 

Step 2: If there are four cycles, and the HR admin assigns goals via Excel for the first cycle, then for the remaining cycles, goals should only be cloned. If the HR admin or manager uploads goals via Excel for any of the subsequent cycles, the report will not generate correctly

Step 3: Across all cycles, the goals and their weightages should remain the same. There should be no differences in the goals for each cycle

Step 4: The KRA Calculation part will not display in the UI part 

Step 5: Calculation Part will Display only in the Consolidated Report From Admin Page 

NOTE: The Reverse calculation will won't display in the UI Part, Reverse Calculation part will display only in the Consolidated Report from Admin page 

EX: For the first cycle, if 5 goals are added with 20 weightage per goal, the same goals and weightages should be maintained for all subsequent cycles.

Assigning Goals 

Step 1: Download the Assign Goal template From Goal Plan 

Step 2: Scroll right side and select the Calculation Type and KRA Type as in the Below Screenshot

Step 3: Enter all the Required Fields

 (Employee ID, Goal category, Goal tittle, Metric, Weightage) In the Template 

Step 4: Select KPI In the Column G 

Step 5: Enter the Starting value and Target Value and enter the Metric name 

Step 6: Save and Upload the Template

Calculation part In The Consolidated Report  

1) Normal - Sum

==>Total Achieved / Total target * Weightage = Total weightage achieved

      * Total Achieved  = Sum of all the achieved values of the selected Cycles

      * Total Target      = Sum of all the target values of the selected Cycles 

2) Normal - average

==>Total Achieved/Total target * Weightage  = Total weightage achieved 

      * Total Achieved = Average of all the achieved values of selected Cycles

      * Total Target      = Average of all the target values of selected Cycles

3)Reverse - Sum

==>Total Target/Total Achieved * Weightage  = Total weightage achieved

     * Total Target = sum of all the target of the selected Cycles

     * Total Achieved = sum of all the achieved values of the selected cycles 

4)Reverse - Average 

==>Total Target/Total achieved * Weightage  = Total weightage achieved 

     * Total Target = Average of all the target values of selected Cycles

     * Total Achieved = Average of all the Achieved values of the selected Cycles

To Map Different Rating scale for Different KRA's 

Step 1: Login to manager Portal 

Step 2: Select the employee

Step 3: Drag the Goal

Step 4: Click on more option and Click on Edit Goal 

Step 5: Click on Map Rating scale and Click on Update