Entering Weighted Goal Attainments
This section provides an overview of weighted goal attainments and discusses how to enter weighted goal attainments.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
VC_ORG_GOAL_ATN |
Enter the goal attainments for the organization goals that you set up for the plan. |
|
|
VC_GRP_GOAL_ATN |
Enter the goal attainments for the group goals that you set up for the plan. |
|
|
VC_IND_GOAL_ATN |
Add goals and weights, change or delete default goals and weights, and enter goal attainments for individual plan members. This page is for plans that don't use groups. |
|
|
(Individual Within Group Page) |
VC_IND_GOAL_WG_ATN |
Add goals and weights, change or delete default goals and weights, and enter goal attainments for individual plan members. This page is for plans that use groups. |
A goal attainment is a percentage that expresses the degree to which the organization, group, or individual meets the stated goal during the performance period. Enter an attainment percentage greater than 100 percent if performance of the goal exceeds expected performance. If you do not enter an attainment percentage for a goal that you have set up, the system uses 0 percent as the attainment percentage for that goal.
Enter goal attainments at each level for which you set up weighted goals in the plan. When you access a goal attainment page, the system displays a data row for each goal ID that you set up at that level for the plan or group.
Enter goal attainments whenever the information is available in the organization's business process, subject to these limitations.
Organization and Group Attainments
Enter all organization and group attainments before you run the Determine Allocation process.
Individual Attainments
Enter individual attainments any time after you've run the Eligibility process but before you run the Calculate Awards process for the plan or group.
Use the Organization's Goals page (VC_ORG_GOAL_ATN) to enter the goal attainments for the organization goals that you set up for the plan.
Navigation:
This example illustrates the fields and controls on the Organization's Goals page.
Field or Control |
Description |
|---|---|
Period ID |
Select the plan payout period for which you want to enter goal attainments. |
Goal ID |
Select a goal ID. The system displays a row for each goal ID that you enter on the Organization's Goals setup page. You must enter a goal attainment for each goal that you set up. The system uses 0 percent as the attainment percentage if you leave this field blank. |
Weight |
The system displays the weighting percentage that you assign to the goal ID. |
Attainment |
Enter the percentage attained value for the goal. |
Long Description |
Enter any information pertinent to the goal attainment. |
Use the Group's Goals page (VC_GRP_GOAL_ATN) to enter the goal attainments for the group goals that you set up for the plan.
Navigation:
This example illustrates the fields and controls on the Group’s Goals page.
The system attributes the performance factor of a group to all of its child groups unless you have set up goals at a child level. As a result, any child group without defined goals takes on the performance factor of the next highest group with defined goals on the tree.
Note: The child group does not inherit the actual attainments; it inherits only the performance factor.
All fields on this page are identical to the fields on the Organization's Goals page, with the addition of the Group ID field.
Field or Control |
Description |
|---|---|
Group ID |
Select the ID of the group for which you want to enter goal attainments. The system displays the description of the group. |
Use the Individual's Goals page (VC_IND_GOAL_ATN) to add goals and weights, change or delete default goals and weights, and enter goal attainments for individual plan members. This page is used for plans that don't use groups.
Navigation:
The Individual's Goals page is similar to the Group's Goals page and the Organization's Goals page. The Eligibility/Proration process loads the default individual goals onto this page for all eligible plan members. Use the defaults as a starting point for updating the goals of the individual before entering goal attainments.
Field or Control |
Description |
|---|---|
Period ID |
Displays the ID for the plan payout period for which you want to enter goal attainments. |
No Goals |
Select to delete all individual goals for the plan member. When you select No Goals, the system deletes all individual goal records for the plan member. This renders the fields unavailable for entry. The system then uses 100 percent as the attainment percentage at the individual level. That way, a lack of goals does not cause a reduction of the award. |
Total Weight |
The system sums the weighting percentages as you change or enter them for each goal, and it displays the cumulative total in this field. Adjust the weights for goals until the sum of all goal weights for the payout period is 100 percent. Before you can save the page, the total weight must equal 100 percent. |
Goal ID |
Displays a row for each default goal ID that you enter on the Organization's Goals setup page. Select a data row for a default goal ID, or add a new goal by selecting an ID from the options. |
Weight |
Displays the weighting percentage assigned to the default goal ID. Change the default weight, or enter a weighting percent for a new goal ID. The total of all weights for the payout period ID must equal 100 percent. |
Attainment |
Enter the percentage attained value for each goal. |
Use the Individual w/in Group (individual within group) page (VC_IND_GOAL_WG_ATN) to add goals and weights, change or delete default goals and weights, and enter goal attainments for individual plan members. This page is .for plans that use groups.
Navigation:
This example illustrates the fields and controls on the Individual w/in Group page.
The system does not automatically apply the attainment percentages of a parent group to its child groups on the tree. You must select the group ID of each group for which you want to modify default individual goals and enter attainment percentages.
The Eligibility/Proration process loads the default individual goals into this page for members of groups with default individual goals defined. Use the defaults as a starting point for updating the goals of the individual before entering goal attainments.
All fields on this page are identical to the fields on the Individual's Goals page, with the addition of the Group ID field.
Field or Control |
Description |
|---|---|
Group ID |
Displays the group ID of the plan members whose goal attainments you want to enter. |