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Goal plan execution

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Location: Execution arrowrgray Goal plan execution

 

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 responsible team may add an evaluation plan cycle in the execution step, without going through planning, as well as execute a goal plan cycle. The first quadrant of this menu displays the search filters, which allow finding the desired goal plans more easily. The second quadrant displays the goal plans available for execution (those that do not have a cycle in the planning step), while the third quadrant displays the execution cycles of the goal plan selected in the second quadrant.

 

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.

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

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. This button will not be enabled if the goal plan has a cycle to be started or in progress. See more details in the Adding a goal plan cycle section.

edit

This button, located in the third quadrant, will only be enabled if the status of the cycle is not "Finished". Click on it to:

Start the execution of a planned cycle. See how to perform this operation in the Starting the execution of a goal plan cycle section.

Finish the execution of a cycle.

delete

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

 

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