Creating and tracking goals for employees

Objectives:

Setting goals provides employees clear direction for their performance, which enhances focus and motivation. Tracking goals also fosters alignment with organizational objectives, which can promote personal growth and team collaboration. It's easy to create goals in AllPay, which can become a part of the employee review process.

Learn how to create and set up goals, as well as assign them to employees and track their progress.

What's in this article?

💡Good to know: Goals are intended to be used in conjunction with the performance review capabilities in AllPay to give your employees the most comprehensive performance management experience. Learn how to create a performance review form in this guide.

How an employee meets their assigned goals will affect that employee's overall scoring for their performance review. Performance reviews can have a flat score or be on a percentage basis, and you can dictate how much of the performance review score should come from goals.

AllianceHCM tips: Keep an eye out for tips from our experts!

Creating company goals

1. Log into AllPay. Click on Configuration in the left menu.
2. Hover to open the Company Setup menu and select Goals Setup.
3. On the Goals Setup page, click on the Add New button.
4. Fill out the details in the Goals Setup section, which includes the fields:
   Type: A goal can be for an individual or team.
   Measurement: A goal can be measured based on whether it's complete/incomplete, by percentage, by dollar, or by a number.
5. Repeat the process to create all needed goals.

Click on Configuration

Select Goals Setup from the Company Setup menu

Click on Add New

Fill out the Goals Setup details and Save

Set how goals weigh into performance reviews

Once your goals are set up, you'll want to determine how much weight the goals will have in performance reviews.

1. From the Configuration module, hover to open the Company Setup and select Review Form Setup.
2. Select a review form from the table at the top of the page, and then look at the details of the form under the table. Identify the Goal Weight Percentage field.
3. Determine how much weight you want the goals to have as a part of a performance review. The Goal Weight Percentage field can be anywhere from 0-100%. For example, if you'd like goals to make up 50% of a performance review's total score, then you can put 50 in the Goal Weight Percentage field. If you leave the field at 0, then goals can still be assigned and tracked but will not impact performance review scores.
   AllianceHCM tip: Remember that you can have a performance review's overall score calculated either as a flat score or a percentage. See more about performance review form setup in this guide.

Go to the Review Form Setup page in the Configuration module under the Company Setup menu

Select a review form and then edit the Goal Weight Percentage

Save

Assign goals to employees

1. From the dashboard in AllPay, hover to open the HR menu and from the HR column select Goals.
2. Use the filters at the top of the Goals page to specify an employee.
3. Click on the Add New button.
4. Use the Goal Status section and the Goals dropdown to choose the goal you want to assign to the employee. When you select a goal, you'll see the Goal Definition section will update with the details of that goal.
5. Click on the Save button.
6. This is where you can edit the Progress of the goal as the employee progresses throughout the review period. You can update the Progress field and use the Complete dropdown to specify when a goal has been reached. Always remember to save any changes.

From the dashboard, select Goals

Click on Add New

Select the goal from the Goal Status dropdown

Save

Tracking goals as a part of a performance review

Once you've assigned goals to employees, you can track the goals as a part of performance reviews.

1. From the dashboard, hover to open the HR menu and from the HR column select Reviews.
2. Use the filters at the top of the Reviews page to specify an employee.
3. Click on the Add New button.
4. Click on the Edit Review Form button to select a review form for the employee, and make any necessary changes in the Edit Review Form pop-up. Then click on Save.
5. In the Goals section, click the plus sign to add a goal. Use the Attach Goals pop-up to choose a goal to attach, then click on Submit.
6. During the review process, a manager or admin can click on the name of a goal to make pending changes in a pop-up. Once any changes are made, click on Save.
7. Once a review is completed by an employer, then the Employer Complete checkbox in the Employee Performance Review section should be checked. Then Save the review.
   AllianceHCM tip: When the performance review is marked with Employer Complete, then any pending changes to the goal from this Reviews page will be automatically synced and updated on the Goals page.

From the dashboard, go to the Reviews page

Select and employee and click on Add New

Use the Review Form button

Make any edits to the Review Form pop-up

Then use the + symbol under Goals

Use the Attach Goals pop-up to attach a goal to the performance review

Click on the name of a goal at any point to make pending changes on the goal status

When the performance review is complete, be sure to mark the Employer Complete box and Save

Any changes to the goal performance will be automatically synced to the employee's Goals page