Performance Management — Goals Dataset

This dataset combines fields from the Goal and Employee record types so that you can view a summary of employees’ goals. This dataset is one of the two sources of data for the Performance Management — Goals and Reviews Workbook.

Dataset Configuration

The Performance Management — Goals dataset combines fields from the Goal and Employee record types. To edit the dataset, see Defining a Dataset.

Root Record Type	Joined Record Type	Custom Formula Fields	Data Grid	Criteria Filters
Goal	Employee	The following custom formula fields are included in the dataset: Days Overdue — Shows the number of days a goal is overdue to start by the start date or overdue to close by the target date. Modified in Last 30 Days — Only shows goals that have been modified in 30 days or less. Overdue Type — Shows if the employee is late to start a goal, late to close a goal, or if the goal is not overdue. Recent Goals — Only shows goals that are not closed and goals that have been closed in 90 days or less. Status Type — Shows if the goal is planned, in progress, completed, not completed, or cancelled.	The following record fields are included in the dataset: Goal: Actual Closed Date Employee Internal ID Name Performance Metric Progress (%) Start Date Target Target Completion Date Employee: Department Supervisor	(none)

Related Topics

• Performance Management Workbook
• Performance Management — Reviews Dataset
• Performance Management — Goals and Reviews Workbook

General Notices