Manage goal plans in greytHR

Updated in November - 2024  | Subscribe to watch greytHR how-to video

After the creation and activation of goal plans, there are certain key tasks involved in managing them.

Here are the jobs that can be done to manage the goal plans:

• Pause/Resume/Cancel goal plans.

• Clone the goal plan.

• Notify employees and managers to assign goals.

• Create new goals and edit the assigned goals.

• Manage employee goals

Pause/Resume/Cancel goal plans

To pause/resume/cancel a goal plan:

1. From the greytHR Admin portal, go to Performance Management > Goal Plans.

2. Under the Active tab, select the required goal plan card and expand it.

3. Click View Details to Pause Plan/Resume Plan/Cancel Plan and then click Confirm.

Clone the goal plan 

You can clone a goal plan to create an exact copy of an existing cycle. This is helpful if you want to duplicate configurations, data, or systems. Cloning saves time and ensures consistency.

To clone the goal plan: 

1. From the greytHR Admin portal, go to Performance Management > Goal Plans. 

2. Under the Active tab, select the goal plan card you want to clone.

3. Click Clone. 

Note: Follow the same steps as creating a new goal plan. While cloning, you need to select a new Performance Period, as the original period will not be copied automatically. You must set a different period.

Notify employees and managers to assign goals

You can notify the employees and managers to assign goals through email.

To send a notification:

1. From the greytHR Admin portal, go to Performance Management > Goal Plans.

2. Under the Active tab, select the required goal plan card and click View Details. 

3. Click Notify and then Confirm.

Note: 

• Notify the employees who have not started working on goals by clicking the Notify button under the Not Started card. 

• Notify specific employees to assign goals by scrolling down, selecting the required employees, and clicking the Notify button.

• View the employees’ goal plan status under the Not Started, In Progress, and Completed cards.

• Check all the activities made to the goal plan by clicking the Activity Log button in the extreme right corner of the page.

Create new goals and edit assigned goals

As an admin, you can assign goals to specific employees.

To assign goals:

1. From the greytHR Admin portal, go to Performance Management > Goal Plans.

2. Select the required goal plan card and click View Details. 

3. Scroll down to select the employee and click the ↗ icon.

4. Click Create Goal and double-click to select a category, goals, milestones, and add weightage. 

5. Click Assign 

6. Enter the remarks and click Confirm.

Here are a few key points to consider while assigning goals:

• You can further edit the assigned employee goals by performing similar actions. 

• You can also approve the goals if the manager is away or unavailable.

Manage employee goals

After creating the goal plan, you can manage the controls of the goal plan. This helps you monitor progress, stay organized, and make adjustments as needed throughout the performance period. 

To do this:

1. From the greytHR Admin portal, go to Performance Management > Goal Plans.

2. Under the Active tab, select the required goal plan card and click View Details.

3. Scroll down to the Employee Goals section. This section allows you to: 

   1. Auto resize columns: Hover over the columns and use ↔ to auto-resize the columns as per your requirements.

   2. Group columns: You can group the required columns by performing the following actions:

      1. Click the Columns option on the right side of the table. A list of all the columns appears. 

      2. Select the required checkboxes to add/remove the columns from the table.

      3. Click the Bento (⁝⁝⁝) icon available next to each column name to drag and drop the selected columns. The selected columns are grouped accordingly in the grid.

   3. Pivot mode: Click the Columns option on the right side of the table and enable the Pivot Mode to view the grouped columns in the pivot mode.

   4. Add filters: You can add numeric filters by clicking the Hamburger (≡) icon available on each column.

Other related links:

• Create goal plans

• Create review cycle

Recommended links:

• 4 Ways to Use Data Analytics for Employee Performance Management

• Performance Management System

• Goal Setting and Alignment

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