Defining Employee Goals for Competency Based Appraisals

Access the Goal Action Plans form.

To define employee goals for competency based appraisals:

1. Complete these fields to create a new employee goal:

   • Goal Status

   • Goal Type

   • Level you would like to achieve

2. To create a new goal action suggestion, complete these fields:

   • Action Description

   • Action Status

   • Change Reason

   • Estimate Start Date

   • Estimate End Date

3. If you are updating an existing action suggestion, complete these fields:

   • Start Date

   • End Date

4. To move the current goal action suggestion to the Actions list, click the arrow.

5. To add additional goal action suggestions to the Actions list for the currently selected employee competency, repeat steps 2 through 4.

6. When the list of goal action suggestions is complete, click Submit to save, and then click Cancel to return to the appraisal form.

Goal Description

Enter a brief description of the goal, which is contained in the Goal Master table (F05102).

Goal Status

Enter a code that identifies the status of the goal. It is a defined code (05/G3).

Goal Type

Enter a defined code (05/GT) that you use to define the type of goal that the employee is working towards. For example, you might define a goal type for moving to the next pay grade.

Level you would like to achieve:

Enter a code that refers to the level of proficiency that a person or asset has demonstrated for a specific competency type and competency code.

Action Description

Enter a defined code (05/S3) that specifies a goal action. This value is initially copied from the Goal Suggestions table (F05105).

Action Status

Enter a defined code (05/G3) that specifies the current status of the Goal Action record.

Change Reason

Enter a defined code (05/CH) that represents the reason why the employee changed the goal.

Estimate Start Date

Enter the date when the goal becomes effective.

Estimate End Date

Enter the date on which the goal is either completed or becomes ineffective.

Start Date

Enter the date on which the training course started.

End Date

Enter the date on which the training course ended.