Goal
How to use Goal in Performance: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain goals, appraisal information and review responsibilities for the applicable cycle. Limit access to the employee and authorized reviewers. Training needs arising from a review can be linked to the training and skills process.
This page is a record page in Human Resources → Performance. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Goal, Employee, Start Date.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Goal from Human Resources → Performance, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Goalgoal_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Groupis_group | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Parent Goalparent_goal | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Goal |
Progressprogress | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Useruser | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Appraisal Cycleappraisal_cycle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Appraisal Cycle |
KRAkra | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: KRA |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.