Creating a goal type
The PaySuite application lets you, as an HR manager with the Goals professional role, create and manage goal types to be used in goal plans. A goal type is a template that outlines the purpose of future goals of this type, as well as the content of the goal form. As an HR manager responsible for the creation and management of goal-related objects, you are not expected to create the goals yourself, only to manage the business structure required for workers and managers to use goals in the application.
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The management of the goal types is performed under Workbench > Performance Management > Goals > Goal Types. Access to Workbench depends on your role within the platform. This feature is available for users with the Configuration and Goals professional roles.
Step 1 - Goal type details
To create a goal type, proceed as follows:
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Click Create goal type in the top-right corner of the Goal Types page. The Create goal type form opens at the first step, Goal type details, for example:
Goal type details step
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Enter the admin information for the goal type:
Enter a name for your new goal type in the Name field.
Enter a description in the Description field. You can use this field to give additional information about the goal type, such as its purpose and intended use.
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Specify additional owners in the Owners section by entering their name in the search field and then selecting the person in the search results. Keep in mind that if you do not add additional owners, only you will be able to manage (edit and publish) the goal type.
The information you enter in this section is visible only to users who have been granted the Goals professional role; workers and managers using the goal type to create a goal will not see it.
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Define the public parameters of the goal type:
Select the workflow that you want to use in the Goal workflow drop-down list. There are two possible workflows: Individual or Organizational. Use the individual workflow to enable workers and managers to create goals using this type for themselves and their direct reports. To enable managers and HR managers to create goals at organizational unit scale, select Organizational. When this workflow is selected, the goal is assigned to target populations directly; workers in these populations will see the goal in their goal plan summary, but the goal will be read-only.
Select the icon that you want to use for the goal, if any, in the Goal icon drop-down list.
Enter a name for the goal type in the Name field. Make sure that you give the goal type a descriptive name that will help workers and managers identify its purpose at first glance.
Enter additional information related to the goal type in the Description field. You can, for instance, give information about the circumstances in which this goal type should be used.
If your company uses several languages and you want to translate the goal type, select the new language from the Translations drop-down list and enter the corresponding Name and Description. Repeat this for every language you want to support in your goal type.
Click Next in the progress widget, on the right side of the form, to move to step 2 of the goal type creation process: Population.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a Draft.
Step 2 - Population
Once you have entered the basic information for the goal type, you need to define its target population; in other words, the managers and workers who will be able to use this goal type when creating a goal.
To define the target population of a goal type, proceed as follows:
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In the Include section of step 2, Population, build a condition that will filter out the target group for the goal type, as illustrated in the image below:
Population step
If you want to include one or several organizational units, open the Organization drop-down list and check the boxes corresponding to all the units to be included. Click All organizational units to select all available organizational units at once.
If you want to include one or several specific locations, open the Location drop-down list and check the boxes corresponding to all the locations to be included. Click All locations to include all available locations at once.
If you want to include one or several specific roles, open the Role drop-down list and check the boxes corresponding to all the roles to be included. Click All roles to include all available roles at once.
Keep in mind that this method creates an restrictive (AND) condition, meaning that the more criteria you select in the drop-down lists, the fewer workers will be included, because only the workers meeting all criteria will be included.
Click Add on the right side of the row of the drop-downs. A badge containing your selection is added below the row.
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Click Add all company at the top of the section to add all the workers in your organization.
Repeat steps 1-2 to make another selection. If you add several selections, an inclusive (OR) condition is then applied between the selections: to be included, a worker must meet only one of the selections.
If you want to include specific workers by name, type their name in the Individual workers field and then click the name in the list of results. Workers added via this method will be included in the list of recipients regardless of whether they satisfy the criteria defined above.
If you want to explicitly exclude workers, roles, organizational units, or locations, apply steps 1-4 in the Exclude section of the form.
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If you want to remove your population selection, click Clear all selections in the top-right corner of the form. This removes all selections in both the Include and Exclude sections.
To remove an individual organizational unit/location/role selection, click the X icon on the right of the relevant badge.
Click Next in the progress widget, on the right side of the form, to move to step 3 of the goal type creation process: Assignment.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a Draft.
Step 3 - Assignment
In step 3, Assignment, of the goal type creation form, you can define the assignment authorization parameters for the goal type; in other words, the permissions that will be applied when workers and managers create goals of this type. The following figure presents this step:
Assignment step
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Steps 3, Assignment, and 4, Approval flow, only apply to goal types that use the Individual workflow, selected in step 1. For goal types that use the Organizational workflow, both steps are disabled, since organizational goals are not assigned to a specific individual the same way.
To define the assignment permissions for the goal type, proceed as follows:
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Click the radio button corresponding to the permission option that you want to apply. You can only select one:
Managers and workers in the selected population can assign a goal to anyone - when this option is selected, all system users, regardless of their role, will be able to assign a goal to anyone.
Only managers in the selected population can assign goals - when this option is selected, only manager users will be able to create and assign goals of this type.
Users can only create this goal type for themselves - when this option is selected, workers who belong to the selected population will only be able to create this goal for themselves, and not for any other user.
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For more information about the goal type assignment permissions, refer to Goal type assignment permissions below.
Depending on the option selected in the previous step, select the corresponding child option. You can only select one; for more information, refer to Goal type assignment permissions below.
Click Next in the progress widget, on the right side of the form, to move to step 4 of the goal type creation process: Approval flow.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a Draft.
Goal type assignment permissions
The following table details the permissions and child permissions available in step 3 of the goal type creation process, Assignment.
| Setting | Description |
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| Managers and workers in the selected population can assign a goal to anyone | When this setting is used, all the people in target population defined at step 2 of the creation process will be able to create a goal of this type and assign it to anyone in your organization, regardless of their role. |
| Organizational unit and below |
Child permission of the Managers and workers in the selected population can assign a goal to anyone setting. When used, a line management limitation is applied: workers and managers will be able to create goals of this type and assign them to anyone within their organizational unit and the units below. Enable the accompanying checkbox, Users can create goals for themselves, if you also want workers and managers in scope to be able to create this goal type for themselves, not only for others in their organizational unit. |
| Anyone |
Child permission of the Managers and workers in the selected population can assign a goal to anyone setting; default option. When used, there is no limitation, and goals of this type can be assigned to anyone without consideration of line management. |
| Only managers in the selected population can assign goals | When this setting is used, only users with a manager role in the target population defined at step 2 of the creation process will be able to create a goal of this type and assign it to other users. |
| Direct reports only |
Child permission of the Only managers in the selected population can assign goals setting. When used, managers in the target population will be able to create goals of this type for their direct reports only. Enable the accompanying checkbox, Managers can create goals for themselves, if you also want these managers to be able to create the goal type for themselves. |
Direct reports, organizational unit and below |
Child permission of the Only managers in the selected population can assign goals setting. When used, managers in the target population will be able to create goals of this type for their direct reports, the people in their own organizational unit, and the people and units located below them in the line of management. Enable the accompanying checkbox, Managers can create goals for themselves, if you also want these managers to be able to create the goal type for themselves. |
| Anyone in the company |
Child permission of the Only managers in the selected population can assign goals setting; default option. When used, managers in the target population will be able to create goals of this type and assign them to anyone in the organization. |
| Users can only create this goal type for themselves | When this setting is used, workers in the target population defined at step 2 of the creation process will be able to create a goal of this type for themselves exclusively. They will not be able to assign it to anyone else in the organization. |
Step 4 - Approval flow
After you have defined the assignment permissions for the goal type, you can specify whether the goal approval flow will be applied to goals of this type created by workers and managers. The goal approval flow is a simple validation process that enables managers to keep a close eye on the goals created and completed in the platform by their direct reports. When it is activated for a goal type, goals of this type need to be approved by the direct manager of the user who created the goal before they can be updated and tracked.
To enable the goal approval flow, toggle Require goal approval to enabled, as shown in the illustration below:
Approval flow step
Click Next in the progress widget, on the right side of the form, to move to step 5 of the goal type creation process: Form builder.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a Draft.
Step 5 - Form builder
The last step in the goal type creation process consists in configuring the form that workers and managers will be able to use when creating goals of this type. In this step, you define the fields that you want to use in the form, specify the roles who can edit the information in each field, and mark fields as mandatory.
See the following picture:
Form builder step
To customize the goal form, proceed as follows:
Locate the form block that you want to configure.
Change the state of the Enable toggle to add the block to the form or remove it (colored for enabled, gray for disabled).
If you want to set the form block as mandatory, check the box in the Mandatory column.
Define the roles who will be able to edit the block. To add roles, click the down caret icon in the top-right corner of the Authorized editors list, and then check the box corresponding to the role in the list (Worker, Manager of the worker, or Goal creator). To remove a role, click the X icon on the right side of its tag, or open the list of roles and uncheck the relevant box.
Repeat steps 1-4 for each block that you want to configure.
Click Create in the progress widget on the right side of the form. The goal type is now published in the system and can be used in goal plans.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a Draft.
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For more information about the blocks available in the goal form, refer to Goal form blocks below.
Goal form blocks
The following table details the various blocks that you can use in the goal form.
| Block | Description |
|---|---|
| Goal title | Title of the goal. This block is always mandatory and cannot be removed from the goal form. |
| Due date | Date at which the goal is set to be completed. This block cannot be removed from the form. You can define whether you want to make it mandatory or non-mandatory. |
| Description | Description of the goal. This block is a text field that enables authorized editors to enter a description for the goal. |
| Goal progress bar | Slider tool that enables authorized users to define the progression of the goal on a scale of 0-100%. |
| Progress tracking | Drop-down list that enables users to select a tracking status for the goal. Possible values are "On track," "At risk," or "Blocked." |
| Priority | Drop-down list that enables authorized users to select a priority for the goal, among “High,” “Medium,” “Low,” or “Unselected.” This lets workers and managers establish a hierarchy between their goals and define priorities accordingly. |
| Measurement criteria | Form section containing various fields (Description, Unit, Starting value, Target value, and Due date) that enables authorized users to add measurement criteria against which the progression and/or the completion of the goal will be evaluated. Here, you can also Enable min/max value in the measurement criteria with a toggle. |
| Key deliverables | Form section containing two fields (Description and Due date) that enables authorized users to specify a key tangible outcome for the goal. |
| Tag library | Form widget that enables authorized users to tag the goal using one or several available libraries. beqom recommends enabling this block for organizational goals and goal alignment. |
| Sharing | Section of the goal form that enables authorized users to share the goal with specific individuals. |
| Goal alignment | Section of the form that enables authorized users to align the goal they are creating with another goal, for instance in the case of a cross-functional goal, or to align it with one of their manager's goals. |
| Attachments | Section of the goal form that enables authorized users to attach documents to support their progression on the goal. |
| Goal reopening | Goal setting. When used, authorized users will be able to reopen the goal once it has been marked as complete. |
| Goal deletion | Goal setting. When used, authorized users will see the Delete button in the goal form and in the list of goals. |
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For more information about viewing or editing a goal type once it has been created, see Managing goal types.