You will be able to view the objectives section for the Administrator and Supervisor profiles.

Administrator Profile:

To access the Objectives section, go to the side menu and selectOrganizational Development > Talent > Objectives.

Inside the module you will find two main tabs:

Supervisors Tab

In this tab you will see a table with the objectives information grouped by supervisor and category of objectivefor a set of periods.

You can view the objectives for bothopen periodsas well asclosed periods.

The column“Objectives by team”of the table contains a link that, when clicked, will take you to a new view where you can see the information of each objective corresponding to thedirect reportsof the selected supervisor.

The view you access is called“Team Objectives [Supervisor]”and has two tabs: Employees and Objectives.

• Employees:shows all collaborators who are part of the supervisor's team, regardless of whether they have objectives or not, for each period.
  • You can see the information for open periods as well as for closed periods.
  • From this view you can easily identify which employees still do not have objectives uploaded.
  • Also, the action to configure the weights of the objective categories is available.

• Objectives:displays the information of the existing objectives for collaborators and allows management of them.
  • You can view the objectives for open periods as well as for closed periods.
  • In the tab“Open Periods”you can perform actions such as:view details, approve, update progress, editanddelete. You can also create new objectives. The approve and delete actions can also be performed in bulk from the "Actions" button by selecting the objectives you require.
  • In the tab“Closed Periods”only viewing details and downloading a file with the objectives record is allowed.
  • Additionally, you can configure the table to show and reorder the columns as you need.

Employees Tab

In this tab all the objectives registered on the platform for each employee are shown, along with the detailed information of each, for a set of periods.

You can view the objectives for bothopen periodsas well asclosed periods.

Additionally, you can configure the table to show and reorder the columns as you need.

In the view of“Open Periods”you can perform different actions for the objectives:

1. Download a file with the objectives record
2. Create Objective
3. Approve and activate
4. Update progress
5. Edit
6. Delete
7. Show details

Additionally, the "Approve" and "Delete" actions can be done in bulk from the "Actions" button by selecting the objectives you require.

From the view of“Closed Periods”you will only be able to:

1. Download a file with the objectives record
2. View details

Supervisor Profile:

To access the Objectives section, go to the side menu and selectOrganizational Development > Talent > Objectives.

There you can see all the objectives of the collaborators reporting to you, divided by "Open Periods" and "Closed Periods".

The column“Objectives by team”of the table contains a link that, when clicked, will take you to a new view where you can see the information of each objective corresponding to thedirect reportsof the selected supervisor.

The view you access is called“Team Objectives [Supervisor]”and has two tabs: Employees and Objectives.

• Employees:shows all collaborators who are part of the supervisor's team, regardless of whether they have objectives or not, for each period.
  • You can view the information for open periods as well as for closed periods.
  • From this view you can easily identify which employees still do not have objectives uploaded.
  • Also, the action to configure the weights of the objective categories is available.

• Objectives:displays the information of the existing objectives for collaborators and allows management of them.
  • You can view the objectives for open periods as well as for closed periods.
  • In the tab“Open Periods”you can perform actions such as:view details, approve, update progress, editanddelete. You can also create new objectives. The approve and delete actions can also be performed in bulk from the "Actions" button by selecting the objectives you require.
  • In the tab“Closed Periods”only viewing details and downloading a file with the objectives record is allowed.
  • Additionally, you can configure the table to show and reorder the columns as you need.

Objectives Reports:

If you click the download icon (📥) associated with each table, the information being displayed in that table will be downloaded in Excel format.

Additionally, you have the option to create a customized report using the exporters to generate reports tailored to your specific needs. To do so, go to the "Reporting" section in the side menu, select "Exporters" and click "Create Report".

Then select the Objectives template and click on select data.Clickon the variables to select them and then rearrange themby dragging them.

Click Continue to preview the data to be downloaded. You will also be able to group and filter the data as you see fit.

Once your report is ready you can download it and also save it to use later.

🤖 This article was translated using artificial intelligence. View original article.