Creating a goal type
The beqom application enables you, as an HR manager with the Goals professional role to create and manage goal types to be used in goal plans. A goal type is a template that will outline the purpose of future goals of this type, as well as the content of the goal form. As an HR manager responsible for the creation and management of goal-related objects, you are not expected to create the goals, only to manage the business structure required for workers and managers to use goals in the application.
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The management of the goal types is performed under Workbench > Performance Management > Goals > Goal Types. Access to Workbench depends on your role within the platform. This feature is available for users with Configuration and Goals professional roles.
Step 1 - Goal type details
To create a goal type in the beqom application, proceed as follows:
Click Create goal type button located in the top right corner of the section. The Create goal type form is opened in the first step: Create goal type.
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Enter the admin information for the goal type:
Enter a name for your new goal type in the Name field.
Enter a description in the Description field. You can use this field to give additional information about the goal type, such as its purpose and intended use.
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Select additional owners in the Owners section by entering their name in the search field and then selecting the person in the search results. Keep in mind that if you don't add additional owners, only you will be able to manage the goal tag library (edit and publish).
The information that you enter in this section will be visible only by users who have been granted the Goals professional role. Workers and managers using the goal type to create a goal will not see this information.
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Define the public parameters of the goal type:
Select the workflow that you want to use in the Goal workflow drop-down list. There are two possible workflows: Individual or Organizational. Use the individual workflow to enable workers and managers to create goals using this type for themselves and their direct reports. To enable managers and HR managers to create goals at organizational unit scale, select Organizational. When this type is selected, organizational can be assigned to target populations; workers in these populations will see the goal in their goal plan summary, but the goal will be read-only.
Select in the Goal icon drop-down list the icon that you want to use for the goal (if any).
Enter a name for the goal type in the Name field. Make sure that you give the goal type a descriptive name that will help workers and managers identify the purpose of the goal at first glance.
Enter additional information related to the goal type in the Description field. You can for instance give information about the circumstances in which this goal type should be used.
If your company uses several languages and you want to translate the goal type, select the new language in the Translations drop-down list, and then enter the proper information in the Name and Description fields. Repeat this operation for all the languages that you want to support in your goal type.
Click Next in the progress widget, at the right side of the form, to move to the second step of the goal type creation process: Population.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a draft.
Step 2 - Population
Once you have entered the basic information for the goal type, you need to define its target population; in other words, the managers and workers who will be able to use this goal type when creating a goal.
To define the target population of a goal type, proceed as follows:
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In the Include section of Step 2, Population, of the goal type creation form, build a condition that will filter out the target group for the goal type:
If you want to include one or several organizational units, open the Organization drop-down list, and then check the boxes corresponding to all the units to be included. Click All organizational units to select all available organizational units at once.
If you want to include one or several specific locations, open the Location drop-down list, and then check the boxes corresponding to all the locations to be included. Click All locations to include all available locations at once.
If you want to include one or several specific roles, open the Role drop-down list, and then check the boxes corresponding to all the roles to be included. Click All roles to include all available roles at once.
Keep in mind that this method creates an restrictive (AND) condition, meaning that the more criteria you select in the drop down, the fewer workers will be included because only the workers meeting all criteria will be included.
Click Add on the right side of the row of drop-downs. A badge containing your selection is added below the row.
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Click Add all company at the top of the section to add all the workers in your organization.
Repeat steps 1-2 to make another selection. If you add several selections, an inclusive (OR) condition is then applied between the selections, meaning that to be included, recipients must meet one of the selections.
If you want to include specific workers by name, type their name in the Individuals to include field and then click the name in the list of results. Workers added via this method will be included in the list of recipients regardless of whether they satisfy the criteria defined in step 3, if any.
If you want to explicitly exclude workers, roles, organizational units or locations, apply steps 1-4 in the Exclude section of the form.
Click Next in the progress widget, at the right side of the form, to move to the third step of the goal type creation process: Assignment.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a draft.
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If you want to remove your population selection, click Clear all selections in the top-right corner of the form. Clicking this button will remove all selections in both the Include and Exclude sections.
Step 3 - Assignment
In step 3, Assignment, of the goal type creation form, you can define the assignment authorization parameters for the goal type; in other words the permissions that will be applied when workers and managers create goals of this type.
To define the assignment permissions for the goal type, proceed as follows:
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Click the radio button corresponding to the permission option that you want to apply (you can only select one):
Managers and workers in the selected population can assign a goal to anyone: when this option is selected, all system users, regardless of their role, will be able to assign a goal to anyone.
Only managers in the selected population can assign goals: when this option is selected, only manager users will be able to create and assign goals of this type.
Users can only create this goal type for themselves: when this option is selected, workers who belong to the selected population will only be able to create this goal for themselves and not for any other user.
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For more information about the goal type assignment permissions, refer to Goal type assignment permissions.
Depending on the option selected in step 1, select the corresponding child option. You can only select one. For more information, refer to Goal type assignment permissions.
Click Next in the progress widget, at the right side of the form, to move to the fourth step of the goal type creation process: Approval flow.
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Click Save in the upper-right corner of the application window to save your changes without moving forward in the creation process and finish later. In this case, the goal type is saved as a draft.
Goal type assignment permissions
The following table details the permissions and child permissions available in Step 3 of the goal type creation process: Assignment.
| Setting | Description |
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| Managers and workers in the selected population can assign a goal to anyone | When this setting is used as the goal assignment permission, all the people in target population defined at step 2 of the creation process form will be able to create a goal of this type and assign it to anyone in your organization, regardless of their role. |
| Organizational unit and below |
Child permission of the Managers and workers in the selected population can assign a goal to anyone setting. When this setting is used, a line management limitation is applied to the permission. Workers and managers will be able to create goals of this type and assign them to anyone within their organizational unit and to the units below. |
| Anyone |
Child permission of the Managers and workers in the selected population can assign a goal to anyone setting; default option for this setting. When this setting is used, there is no limitation, and goals of this type can be assigned to anyone without consideration of line management. |
| Only managers in the selected population can assign goals | When this setting is used as the goal assignment permission, only users with a manager role in the target population defined at step 2 of the creation process will be able to create a goal of this type and assign it to other users. |
| Direct reports only |
Child permission of the Only managers in the selected population can assign goals setting. When this setting is used, managers in the target population will be able to create goals of this type for their direct reports only. |
Direct reports, organizational unit and below |
Child permission of the Only managers in the selected population can assign goals setting. When this setting is used, managers in the target population will be able to create goals of this type for their direct reports, the people in their own organizational unit and to the people and units located below them in the line of management. |
| Anyone in the company |
Child permission of the Only managers in the selected population can assign goals setting; default option for this setting. When this setting is used, managers in the target population will be able to create goals of this type and assign them to anyone in the organization. |
| Users can only create this goal type for themselves | When this setting is used, workers in the target population defined at step 2 of the creation process form will be able to create a goal of this type for themselves exclusively. They won't be able to assign it to anyone else in the organization. |
Step 4 - Approval flow
After you have defined the assignment permissions for the goal type, you can define specify whether the goal approval flow will be applied to goals of this type created by workers and managers. The goal approval flow is a simple validation process that enables managers to keep a close eye on the goals created and completed in the platform by their direct reports. When the goal approval flow is activated for a goal type, then goals of this type will need to be approved by the direct manager of the user who created the goal before it can be updated and tracked.
To enable the goal approval flow, proceed as follows:
Toggle the state of the Require goal approval to enabled.
Click Next in the progress widget, at the right side of the form, to move to the first step of the goal type creation process: Form builder.
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Click Save in the upper-right corner of the application window to save your changes to finish later without moving forward in the creation process. In this case, the goal type is saved as a draft.
Step 5 - Form builder
The last step in the goal type creation process consists of configuring the form that workers and managers will be able to use when creating goals of this type. In this step, you will be able to define the fields that you want to use in the form, specify the roles who can edit the information in each specific field, and mark fields as mandatory.
To customize the goal form, proceed as follows:
Locate in the page the form block that you want to configure.
Change the state of the Enable toggle to add the block to the form or remove it from the form (colored for enabled, gray for disabled).
If you want to set the form block as mandatory, check the box in the mandatory column.
Define the roles who will be able to edit the block. To add roles, click the down caret icon in the top-right corner of the Authorized editors list, and then check the box corresponding to the role in the list. If you want to remove roles, click the x icon at the right side of the tag, or open the list of roles and then uncheck the relevant box.
Repeat steps 1-4 for each block that you want to configure.
Click Create in the progress widget at the right side of the form. The goal type is now published in the system and can be used in goal plans.
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Click Save in the upper-right corner of the application window to save your changes and finish later without moving forward in the creation process. In this case, the goal type is saved as a draft.
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For more information about the blocks available in the goal form, refer to Goal form blocks.
Goal form blocks
The following table details the various blocks that you can use in the goal form.
| Block | Description |
|---|---|
| Goal title | Title of the goal. This block is always mandatory and cannot be removed from the goal form. |
| Due date | Date at which the goal is set to be completed. This block cannot be removed from the plan. You can define whether you want to make it mandatory or non mandatory. |
| Description | Description of the goal. This block is a text field that enables authorized editors to enter a description for the goal. |
| Goal progress bar | Slider tool that enables authorized users to define the progression of the goal on a scale of 0-100%. |
| Progress tracking | Drop-down list that enables users to select a tracking status for the goal. Possible values are "On track", "At risk" or "Blocked". |
| Priority | Drop-down list that enables authorized users to select a priority for the goal. This enables workers and managers to establish a hierarchy between the various goals and define priorities accordingly. |
| Measurement criteria | Form section containing various fields (Description, Unit, Start value, Target value and Due date) that enables authorized users to add measurement criteria against which the progression and/or the completion of the goal will be evaluated. |
| Key deliverables | Form section containing two fields (Description and Due date) that enables authorized users to specify a key tangible outcome for the goal. |
| Tag library | Form section that enables authorized users to tag the goal using one or several available libraries. |
| Sharing | Section of the goal form that enables authorized users to specify whether they want to share the goal, as well as the method for sharing the goal. |
| Goal alignment | Section of the form that enables authorized users to align the goal they're creating with another goal, for instance in the case of a cross-functional goal or to align the goal with one of their manager's goals. |
| Attachments | Section of the goal form that enables authorized users to attach documents to support their progression on the goal. |
| Goal reopening | Goal parameter. When this setting is used, authorized users will be able to reopen the goal once it has been marked as complete. |
| Goal deletion | Goal parameter. When this setting is used, authorized users will see the Delete button in the goal form and in the list of goals. |