How You Configure Goal Management Pages Using Transaction Design Studio
Use Transaction Design Studio (TDS) to create rules for configuring Goal Management pages.
You can create rules to show or hide fields on Goal Management pages. You can also mark some fields as required to be filled. For example, you may not want employees to delete or cancel goals. You may want to allow only managers and HR specialists to do these actions. You can create a rule that hides these actions for employees.
Actions
This table shows the actions that you can use to configure Goal Management pages and the page for which the action applies.
|
Action |
Page |
|---|---|
|
Performance Goal Details |
Goal page |
|
Performance Goal Library |
Library goal page of Performance Goal Library |
Performance Goal Details Action
Use the Performance Goal Details action in TDS to create rules to configure Goal pages. You can show or hide fields in the rule. You can also mark some fields as required to be filled.
You can specify the guided journey tasks to show at the page level and for different sections in the Show or Hide Regions section.
You can select different regions in the Page Attributes section. You can then set the visibility of the different attributes listed in this table.
|
Region |
Attribute |
Page and Field Name |
Visible by Default? |
|---|---|---|---|
|
Assign Goal |
Goal Plan |
Assign Goal page Goal Plan list of values |
Yes |
|
Assign Goal |
Review Period |
Assign Goal page Review Period |
Yes |
| Assign Goal | Weight |
Assign Goal page Weight |
Yes |
|
Goals Shared with Me |
Category |
Goals Shared with Me section on employee's Goals page Category |
No |
|
Goals Shared with Me |
Level |
Goals Shared with Me section on employee's Goals page Level |
No |
|
Goals Shared with Me |
Related Link |
Goals Shared with Me section on employee's Goals page Related Link |
No |
|
Goals Shared with Me |
Start Date |
Goals Shared with Me section on employee's Goals page Start Date |
No |
|
Goals Shared with Me |
Status |
Goals Shared with Me section on employee's Goals page Status |
No |
|
Goals Shared with Me |
Subtype |
Goals Shared with Me section on employee's Goals page Subtype |
No |
|
Goals Shared with Me |
Target Completion Date |
Goals Shared with Me section on employee's Goals page Target Completion Date |
Yes |
|
Worker Goals in Goal Plan |
Assign |
Assign action for a goal |
Yes |
|
Worker Goals in Goal Plan |
Cancel |
Cancel action for a goal |
Yes |
|
Worker Goals in Goal Plan |
Copy |
Copy action for a goal |
Yes |
|
Worker Goals in Goal Plan |
Delete |
Delete action for a goal |
Yes |
|
Worker Goals in Goal Plan |
Edit Display Sequence |
Edit Display Sequence action for editing the display sequence of goals in a goal plan |
No |
|
Worker Goals in Goal Plan |
Extend |
Extend action for a goal |
No |
|
Worker Goals in Goal Plan |
Feedback Requests |
Feedback section of the goal and the Request Feedback action |
No |
|
Worker Goals in Goal Plan |
Move |
Move action for a goal |
No |
|
Worker Goals in Goal Plan |
|
Print action for a goal |
No |
|
Worker Goals in Goal Plan |
Completion Percentage Sort Options |
Sort menu options for sorting by goal completion percentage in ascending and descending order |
No |
|
Worker Goals in Goal Plan |
Goal Category Sort Options |
Sort menu options for sorting by goal category |
No |
|
Worker Goals in Goal Plan |
Goal Name Sort Options |
Sort menu options for sorting by goal name |
Yes |
|
Worker Goals in Goal Plan |
Goal Priority Sort Options |
Sort menu options for sorting by goal priority |
No |
|
Worker Goals in Goal Plan |
Goal Status Sort Option |
Sort menu option for sorting by goal status |
No |
|
Worker Goals in Goal Plan |
Goal Weight Sort Options |
Sort menu options for sorting by goal weight in ascending and descending order |
No |
|
Worker Goals in Goal Plan |
Last Updated Sort Options |
Sort menu options for sorting by last update date of the goal |
Yes |
|
Worker Goals in Goal Plan |
Target Completion Date Sort Options |
Sort menu options for sorting by target completion date of the goal |
No |
|
Worker Goals in Goal Plan |
Notes |
Notes section of a goal |
No |
|
Goals Spotlight |
Business Title |
Business title shown in the Performance Goals overview page or when you click More Information for a person on the Goals tab of the person spotlight page |
Yes |
|
Goals Spotlight |
Comments and Attachments | Comments and Attachments section in goal approval requests | Yes |
|
Goals Spotlight |
Goal Plan |
Goal Plan list of values on the Goals tab of the person spotlight page |
Yes |
|
Goals Spotlight |
Goal Plan Set |
Goal Plan Set list of values on the Goals tab of the person spotlight page |
Yes |
|
Goals Spotlight |
Review Period |
Review Period list of values on the Goals tab of the person spotlight page |
Yes |
Select the appropriate data source in the Available Attributes section and then configure the attributes. This table lists the attributes you can configure for the Basic Information data source.
|
Attribute |
Field on Goal Page |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Actual Completion Date |
Actual Completion Date |
Yes |
No |
|
Aligned |
Aligned label |
No |
No |
|
Attachments |
Attachments |
No |
No |
|
Category |
Category |
Yes |
Yes |
|
Comments |
Comments |
No |
Yes |
|
Completion Percentage |
Completion Percentage |
No |
Yes |
|
Description |
Description |
Yes |
Yes |
|
Last Update |
Name shown in Last Update field |
Yes |
No |
|
Level |
Level |
No |
Yes |
|
Long Description |
Long Description |
No |
Yes |
|
Priority |
Priority |
No |
Yes |
|
Private |
Private goal indicator |
Yes |
No |
|
Related Link |
Related Link |
No |
Yes |
|
Shared |
Shared label |
No |
No |
|
Source |
Source |
Yes |
No |
|
Status |
Status |
Yes |
No |
|
Subtype |
Subtype |
No |
Yes |
|
Success Criteria |
Success Criteria |
Yes |
Yes |
|
Target Completion Date |
Yes |
Yes |
|
|
Weight |
Weight |
Yes |
Yes |
To configure the attributes of the Measurements section of the Goal page, select the Measurement data source. Refer to this table to identify the attributes that you can configure for the Measurements section.
|
Attribute |
Field in Measurements Section |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Achieved Weight |
Achieved Weight |
No |
No |
|
Actual Value |
Actual Value |
Yes |
No |
|
Comments |
Comments |
Yes |
Yes |
|
End Date |
End Date |
Yes |
Yes |
|
Maximum Target |
Maximum label |
No |
No |
|
Minimum Target |
Minimum label |
No |
No |
|
Start Date |
Start Date |
Yes |
Yes |
|
Target Percentage |
Target Percentage |
No |
No |
|
Target Type |
Target Type list of values |
Yes |
No |
|
Target Value |
Target Value |
Yes |
No |
|
Unit of Measure |
Unit of Measure list of values |
Yes |
Yes |
To configure the attributes of the Tasks section of the Goal page, select the Tasks data source. Refer to this table to identify the attributes that you can configure for the Tasks section.
|
Attribute |
Field in Tasks Section |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Comments |
Comments |
Yes |
Yes |
|
Completion Percentage |
Completion Percentage |
Yes |
Yes |
|
Priority |
Priority list of values |
Yes |
Yes |
|
Related Link |
Related Link |
Yes |
Yes |
|
Start Date |
Start Date |
Yes |
Yes |
|
Status |
Status list of values |
Yes |
Yes |
|
Target Completion Date |
Target Completion Date |
Yes |
Yes |
|
Type |
Type list of values |
Yes |
No |
Performance Goal Library
Use the Performance Goal Library action to create rules for configuring the performance library goal page.
Select the appropriate data source in the Available Attributes section and then configure the attributes. This table lists the attributes you can configure for the Library and Basic Info data source.
|
Attribute |
Field on Performance Library Goal Page |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Available To |
Available To list of values in Library Info section of Add Goal page |
Yes |
No |
|
Business Unit |
Business Unit list of values in Library Info section of Add Goal page |
Yes |
Yes |
|
Category |
Category list of values in Basic Info section of Add Goal page |
Yes |
Yes |
|
Comments |
Comments field in Basic Info section of Add Goal page |
Yes |
Yes |
|
Department |
Department list of values in Library Info section of Add Goal page |
Yes |
Yes |
|
Description |
Description field in Basic Info section of Add Goal page |
Yes |
Yes |
|
External ID |
External ID field in Library Info section of Add Goal page |
Yes |
No |
|
Job Family |
Job Family list of values in Library Info section of Add Goal page |
Yes |
Yes |
|
Legal Employer |
Legal Employer list of values in Library Info section of Add Goal page |
Yes |
Yes |
|
Level |
Level list of values in Basic Info section of Add Goal page |
Yes |
Yes |
|
Long Description |
Long Description field in Basic Info section of Add Goal page |
No |
Yes |
|
Priority |
Priority list of values in Basic Info section of Add Goal page |
Yes |
Yes |
|
Related Link |
Related Link field in Basic Info section of Add Goal page |
Yes |
Yes |
|
Start Date |
Start Date field in Basic Info section of Add Goal page |
Yes |
Yes |
|
Status |
Status list of values in Library Info section of Add Goal page |
Yes |
No |
|
Subtype |
Subtype list of values in Basic Info section of Add Goal page |
Yes |
Yes |
|
Success Criteria |
Success Criteria label in Basic Info section of Add Goal page |
Yes |
Yes |
|
Success Criteria Text |
Success Criteria text field in Basic Info section of Add Goal page |
Yes |
No |
|
Target Completion Date |
Target Completion Date field in Basic Info section of Add Goal page |
Yes |
Yes |
|
Type |
Type field in Library Info section of Add Goal page |
Yes |
No |
|
Weight |
Weight field in Basic Info section of Add Goal page |
Yes |
Yes |
To configure the attributes of the Measurements section of the performance library goal page, select the Measurement data source. Refer to this table to identify the attributes that you can configure for the Measurements section.
|
Attribute |
Field in Measurements Section |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Achieved Weight |
Achieved Weight |
No |
No |
|
Actual Value |
Actual Value |
Yes |
No |
|
Comments |
Comments |
Yes |
Yes |
|
End Date |
End Date |
Yes |
Yes |
|
Maximum Target |
Maximum label |
No |
No |
|
Minimum Target |
Minimum label |
No |
No |
|
Start Date |
Start Date |
Yes |
Yes |
|
Target Percentage |
Target Percentage |
No |
No |
|
Target Value |
Target Value |
Yes |
No |
|
Target Type |
Target Type |
Yes |
No |
|
Unit of Measure |
Unit of Measure |
Yes |
Yes |
To configure the attributes of the Tasks section of the performance library goal page, select the Tasks data source. Refer to this table to identify the attributes that you can configure for the Tasks section.
|
Attribute |
Field in Tasks Section |
Visible by Default? |
Make Required/ Not Required |
|---|---|---|---|
|
Comments |
Comments |
Yes |
Yes |
|
Completion Percentage |
Completion Percentage |
Yes |
Yes |
|
Priority |
Priority |
Yes |
Yes |
|
Related Link |
Related Link |
Yes |
Yes |
|
Start Date |
Start Date |
Yes |
Yes |
|
Status |
Status |
Yes |
Yes |
|
Target Completion Date |
Target Completion Date |
Yes |
Yes |