This screen is only available in Personality v5.04+
Maintain My Employee Goals and Activities#
This screen is used to manage and submit your employees goals and activities. You will be able to view and add goals and activities to your managed employees as well as add your own manager comments, view employee comments and add additional comments.The database tables involved with this screen are; P2K_SA_REVIEWS, P2K_SA_GOAL_GROUPS, P2K_SA_DEVELOPMENT_GOALS and P2K_SA_GOAL_ACTIVITES tables.
| Field | Definition | Additional Notes |
|---|---|---|
| Number | This field indicates the identifying number of the review. | |
| Status | The status of the review is listed in this field. | |
| Review Phase | The current phase of the review is listed in this field. | |
| Period From/Period To | These fields define the review period. | |
| Merit Month | ||
| Position Title | This field displays the Positions Title with the development goals. | |
| Entity | This field displays the entity associated with the development goals. | |
| Submit Goals For Review | This button allows you to submit the development goals. |
Review Goals tab#
Competencies#
| Field | Definition | Additional Notes |
|---|---|---|
| Competencies | The competencies related to the goal are listed here. | |
| Descriptions | A description of the competency is provided in this field |
Goals#
| Field | Definition | Additional Notes |
|---|---|---|
| Seq | The numerical sequence of the goals are listed in this field. | |
| Description | A description of the goal is provided in this field. | |
| Job | The job associated with the goal is listed in this field. | |
| Start Date | The start date of the goal is listed in this field. | |
| Due Date | The completion date of the goal is listed in this field. | |
| Goal Weight | The weight of the goal is listed in this field. |
Goal Details#
| Field | Definition | Additional Notes |
|---|---|---|
| Metric | This is a text field up to 4000 characters. It is used to describe how the related goal is measured. | |
| Goal Status | A fixed lexicon field with available values from X_GOAL_STATUS. | |
| Months in Job | A number field used to identify the number of Months the employee has been in the job. | |
| Competence | This is the competence/skill that is related to the goal. | |
| Created By | The employee/manager whom created the goal. | |
| Completion Date | The date when the goal was completed. | |
| Completion Level | Identifies the level of goal completion. These values are managed by the lexicon X_COMPLETION_LEVEL. The values in this lexicon are completely user defined. |
Activities#
| Field | Definition | Additional Notes |
|---|---|---|
| Start Date | The date the activity started. | |
| Review Phase | The current phase of the review when the related activity was created. These phases are driven by the lexicon X_REVIEW_PHASE which is completely a User Defined Lexicon. | |
| Management Only | A toggle that indicates that the Manager comments relating to the activity are for Management viewing only. | |
| Comments | Comments | |
| End Date | The date the activity ended. | |
| Comments By | Comments by the manager related to the activity | |
| Created By | The employee/manager whom created the activity. | |
| Goal Activity Status | The current status of the activity. The values are driven from the lexicon X_ACTIVITY_STATUS. |
Review Comments tab#
| Field | Definition | Additional Notes |
|---|---|---|
| Employee | This field allows the employee to add comments regarding the review. | |
| Manager | This field allows the manager to add comments regarding the review. | |
| Additional Comments |
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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