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Goal plan execution

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Location: View arrowrgray Goal plan execution

 

Overview:

Use this menu to view all the execution cycles of the goal plans saved in the system.

 

Specific buttons:

view

Click on the arrow next to this button to view the goal plan data screen or to view the goal plan execution data screen. Select the desired record before clicking on the option.

bi

Click on this button to use the Analytics resource to analyze the result obtained from the search.

report_config

Click on the arrow next to this button to configure and issue the execution report of the desired goal plan. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When this option is selected, the third quadrant displays the details of the execution of the evaluation plan selected in the list of records in the second quadrant.

2_quadrants

Click on this button to change the main screen layout to two quadrants.

 

Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1Department

Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters arrowrgray Filtering records through the type hierarchy section.

 
hmtoggle_arrow1Goal plan execution

Goal plan: Select the goal plan whose execution cycle you wish to search.

ID #: Enter the ID # of the goal plan whose execution cycle you wish to search.

Name: Enter the name of the goal plan name whose execution cycle you wish to search.

Cycle: Enter the number range the covers the execution cycle you wish to search.

Deadline: Expand the list and check the options corresponding to the possible execution cycle status of the goal plan you wish to search. Use the other buttons on the side of the field to check all available options and clear the checked options.

Status: Expand the list and check the option corresponding to the possible status of the goal plan you wish to search.

Planned: Select the date range that covers the planned dates for executing the cycle of the goal plan you wish to search.

Actual: Select the date range that covers the actual execution dates for the cycle of the goal plan you wish to search.

Only plan last execution: Check this option for the search only to consider the last execution cycle of the evaluation plan you wish to search.

 
hmtoggle_arrow1Employee

Click on the Add employee button and select the department, position or the employee associated with the goal plan whose execution cycle you wish to search. After that, click on Apply.

 
hmtoggle_arrow1Employee - Advanced

User ID: Enter the ID of the employee associated with the goal plan whose execution cycle you wish to search.

Name: Enter the name of the employee associated with the goal plan whose execution cycle you wish to search.

Position: Select the position held by the employee associated with the goal plan whose execution cycle you wish to search. Use the other buttons on the side of the field to fill it with the logged user data or clear it.

Leader: Select the leader of the employee associated with the goal plan whose execution cycle you wish to search.

User status: Expand the list and check the possible status of the employee record associated with the goal plan whose execution cycle you wish to search. Use the other buttons on the side of the field to check all available options and clear the checked options.

Department and position status: Expand the list and check the respective options to indicate whether the employee associated with the goal plan you wish to search is fit or unfit to held the position in the department to which it belongs.

Hire date: Select the date range that covers the hire date of the employee associated with the goal plan whose execution cycle you wish to search.

Termination date: Select the date range that covers the termination date of the employee associated with the goal plan whose execution cycle you wish to search.

Comments: Enter the comments about the employee associated with the goal plan whose execution cycle you wish to search.

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.