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Field reference

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.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

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

  1. Open Goal from Human Resources → Performance, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. 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.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. 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.

FieldType / behaviorHow to use it
Goalgoal_nameData
Required
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Is Groupis_groupCheck
Optional
Enable or disable the named option only when it matches the intended record behavior.
Parent Goalparent_goalLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Goal

ProgressprogressPercent
Optional
Enter the percentage expected by the calculation and verify the resulting amount.
StatusstatusSelect
Optional · Read-only
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Pending
  • In Progress
  • Completed
  • Archived
  • Closed
EmployeeemployeeLink
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_nameData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
CompanycompanyLink
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

UseruserData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Start Datestart_dateDate
Required
Choose the business date required for this field. Confirm its relationship to other dates on the record.
End Dateend_dateDate
Optional
Choose the business date required for this field. Confirm its relationship to other dates on the record.
Appraisal Cycleappraisal_cycleLink
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

KRAkraLink
Optional
Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: KRA

DescriptiondescriptionText 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.