Revision as of 05:46, 25 June 2024

Employee Goal Wizard

Employee Goal Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Employee Goal Wizard. These navigation options are outlined below.

1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go bacc' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

NOTE: There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).

How to Trigger the Employee Goal Wizard

You can trigger the Employee Goal from the Wizard popup menu:

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "Employee Goal" option from the menu, then click "Select."

The Employee Goal Wizard allows Users to create a Catch-Up (either for Performance Management Review purposes or just generally) with other Employees. Managers need to be using the Manager Dashboard if they want to Submit Goals for Team Members. People & Culture users can access the People & Culture Dashboard to submit Goals for any Employee. Employees can do this from the My Info Dashboard.

NOTES: Managers (with Line Manager User Group Assigned), can submit and Authorise Time Off/Leave for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create/submit Time Off/Leave requests for any/all Employees). Submitting requests for Time Off/Leave works as follows:

• System Administrators and People & Culture Users can create/submit/apply for Time Off/Leave for all Users.
  • To do so, the User must be on the People & Culture Dashboard (and can then use the Time Off Wizard via the 'Start' Wizard menu, or via the Time Off Wizard that is accessible via the Time Off Widget on the People & Culture Dashboard).
• Managers can apply for Time Off/Leave on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't apply for Time Off/Leave on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
  • To do so, the User must be on the Manager Dashboard (and can then use the Time Off Wizard via the 'Start' Wizard menu, or via the Time Off Wizard that is accessible via the Time Off Widget on the Manager Dashboard).

Employee Goal Wizard Steps

1. Business Objective – select the Business Objective from the dropdown menu.
2. Goal Type – select the Goal type from the dropdown menu.
3. Goal Name – specify a Goal name.
4. Description – provide a description of the Goal.
5. Target Date of Completion – specify a target date for the completion of the Goal.
6. Enable Reminder – select this to be able to send a reminder based on the Target Completion Date.
7. Target Date Completion Reminder (Mandatory) – you can select one or multiple of: 1, 2, 7, 14, 30 Days before the reminder date arrives. Pre-defined e-mail templates will send based on these triggers.
8. Target Date Completion Recipient (Mandatory) – Manager and or Employee can select to send to Manager and or Employee.
9. Goal Completed Date – specify the actual date the Goal was completed/achieved.
10. Notes – add notes regarding the goal including: feedback, process, experience etc.
11. Goal Status – specify the status of the Goal. Click “Next."
12. Summary – the final screen for the Employee Goal Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete the Catch-Up, click “Submit.”
12. Success – if your Employee Goal Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.