Goals and Individual Development Plans in Evaluation Cycles
Add goals and Individual Development Plans (IDPs) to an evaluation cycle from the cycle page, or to a touchpoint period from the period page. You can create items one by one or import them from a file.
Where do I add goals and IDPs to a cycle?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
In the Current Evaluation tab, select Add Cycle IDPs or Add Cycle Goals.
Choose Add cycle IDP or Add cycle goal to create one item, or the import option to load a file.
From a user's evaluation page you can also use Manage Evaluation Goals and Manage Evaluation IDPs to see that user's items.
Where do I add goals and IDPs to a touchpoint period?
If your organisation uses touchpoints, open Modules > Evaluation & Careers > Touchpoints and select the period. In the Individual Development Plans tab use Add Period IDPs, and in the Goals tab use Add Period Goals.
What fields does a goal have?
Choose the Goal Type, then the Team or the users. For a team goal, Sync goal with team assigns the goal to all team members automatically. Then fill in Goal Title, Goal Description, Start Date, End Date, Goal Weight and Manager. Select Private Goal if only the user and their manager should see it.
What fields does an IDP have?
Select the User, the IDP Type and the Status, then fill in What (Activity), Goal (Expected Outcome) and End Date.
How do I update an existing goal or IDP?
Open the goals or IDPs list of the cycle or period.
Open the item and change the fields you need.
Choose Update.
What should I check before I save?
The form tells you the date range of the cycle or period. If the date you choose is before or after that range, a message warns that the item may belong to a previous or future cycle or period. Check that before saving.
Can I import goals or IDPs instead of creating them one by one?
Yes. See Importing Goals and IDPs.