Goal Management in Oracle Cloud allows administrators to manage and configure goals for employees across the organization. As an administrator, you can create, assign, track, and update goals for individuals or groups.
Steps to Administer Goals in Oracle Cloud:
1. Log in to Oracle Cloud
- Use your credentials with administrative access.
2. Navigate to Goal Management
- From the Navigator menu, under My Client Groups, select “Goal Management” or “Goals”.
- Alternatively, search for “Manage Goals” in the search bar if you don’t see it listed in the Navigator.
3. Access Administer Goals
- Once in the Goal Management module, select “Administer Goals” to view and manage employee goals.
4. Create and Assign Goals
- In the Administer Goals page, you can create new goals by clicking on the Create button.
- Enter details like:
- Goal Name and Description: Title and description of the goal.
- Category: Assign the goal to a specific category (e.g., performance, development, etc.).
- Weight: Set a weight for the goal to indicate its importance.
- Target Completion Date: Specify when the goal should be completed.
- You can assign the goal to:
- Individuals: Assign the goal directly to specific employees.
- Groups or Departments: Assign goals to teams or multiple users at once.
5. Update or Edit Goals
- To update existing goals, search for the goal using the search or filter options.
- Once the goal is located, click on the goal to open its details.
- You can modify fields like:
- Progress: Update the progress of the goal.
- Completion Status: Mark goals as in-progress, completed, or canceled.
- Due Date: Change the target completion date if necessary.
6. Track Goal Progress
- You can monitor goal completion by reviewing the status and progress for assigned goals.
- Generate reports or view dashboards to see goal achievement metrics across teams or individuals.
7. Cascade Goals
- If your organization uses Cascading Goals, you can cascade goals down from higher-level goals to ensure alignment across the organization.
- For example, a manager’s goal can be cascaded down to their team members to create alignment between individual performance and organizational objectives.
8. Remove or Archive Goals
- To remove a goal, find the goal in the list, and use the delete or archive option (based on your version of Oracle Cloud).
- Goals that are no longer active can be archived for historical purposes, while others can be completely deleted if needed.
9. Manage Goal Plans
- Some organizations also use Goal Plans to group related goals. You can administer these by creating new plans and assigning goals to them.
- Goal Plans allow employees to track their progress across multiple goals in a structured way.
10. Verify Changes
- After administering goals, you can ask employees to log in to their self-service portals to verify that the goals have been assigned or updated as intended.
Summary:
- Administer Goals in Oracle Cloud by creating, assigning, updating, and tracking employee goals.
- Goals can be assigned individually or to groups, and you can track their progress and completion status.
- Cascading Goals and Goal Plans allow for alignment of individual and organizational objectives.
This feature helps ensure that employee performance aligns with organizational objectives and allows for effective tracking and management of individual and team goals.