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Goal planning

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Location: Management arrowrgray Goal planning

 

Prerequisites:

Goal plan

Configured employee profile (SE administration)

Responsibility route

Checklist

Proficiency scale

 

Optional:

Project task (SE Project)

Project (SE Project)

Indicator (SE Performance)

Element (SE Performance)

 

Overview:

Through this menu, the teams responsible for planning the goal plan can plan its execution. The first quadrant of this menu displays the search filters, which allow finding the desired goal plans more easily. The second quadrant presents the goal plans available for planning (those whose last execution cycle is closed, that are in the planning step, or whose execution has not been started), while the third quadrant displays the execution cycles of the goal plan selected in the second quadrant that has the "Planning" or "Start" status.

 

Specific buttons:

view

Click on this button, located in the second quadrant, to view the data of the goal plan selected in the list of records.

report_config

Click on the arrow next to this button in the second quadrant to export the list of records displayed on the main screen to an Excel file, configure a new report, or associate an existing report, or to search the parameters that can be used in setting up new reports.

new

Click on this button, located in the third quadrant, to add an execution cycle for the goal plan selected in the second quadrant, in the planning step. This button will not be enabled if the goal plan has a cycle in the planning step or to be started. See more details in the Adding a goal plan cycle section.

edit

Click on this button, located in the third quadrant, to edit the cycle planning data of the goal plan selected in the list of records. This button will only be enabled if the status of the execution cycle is "Planning".

view

Click on this button, located in the third quadrant, to view the data of the cycle planning selected in the list of records. This button will only be enabled if the status of the execution cycle is "Start".

delete

Click on this button, located in the third quadrant, to delete the cycle planning selected in the second quadrant.

next

Click on this button, located in the third quadrant, to close the planning of the cycle selected in the list of records and send it to the next configured step.

 

Use the "Search filters" to easily retrieve records based on specific information.