Setting up goals

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Establishing goals is a pivotal step in aligning team and individual objectives with the overarching ambitions of an organization. This structured approach ensures a standardized method for tracking and incentivizing performance within Vymo.

Creating Goal Definitions

Prior to defining a goal, two primary determinants should be considered: - Metrics for Calculations: Select the appropriate metric to serve as the foundation for the goal. - Assignment of Goals: Determine whether the goal will be individual-based or team-oriented.

Options for Metrics:

Vymo Metric: Utilize standard goal metrics for calculation (refer to the 'goals metrics' section).
External Goal: Upload achievements via a spreadsheet by an administrator.
Computed: Apply a formula combining different metrics to ascertain achievements.

Remember:

A goal definition aligns with a single module only. Should a goal span multiple modules, separate definitions are required for each.

Steps for Goal Definition:

Log In: Access the Vymo web app.
Navigate: Go to self-serve > Global Settings > Performance Management > Goals Definition.
Add Goal: Click 'Add' from the left pane and then select Goal from the popup and click Add.
Define Goal: Enter a name and decide if it's for an individual or a team.
Metric Selection: Choose between 'External', 'Computed', or 'Internal'.
Calculation Details:
For 'External', no further details are needed at this point.
For 'Computed', define the formula.
For 'Internal', pick a metric and module, adding filters as necessary.
Save Draft: Click 'Add' to save changes as a draft.
Finalize: Follow the release management process to implement the changes.

What's More:

You have the liberty to create numerous goal definitions and edit them before finalizing them through the release management process. The goal order can be adjusted via drag-and-drop.

Manager Contribution:

For goals including manager contribution, a (self) suffixed goal is automatically generated and should be included for the manager's targets and achievements.

Next Steps:

Designate the roles authorized to upload goal assignments and achievements.

Specifying Roles for Uploads:

Log In: Enter the Vymo web app.
Settings: Go to self-serve > Global Settings > Performance Management > Goals Configuration.
Target Uploads: Define which roles can upload target assignment data, enabling the self-target assignment checkbox if needed.
Achievement Uploads: Set permissions for roles to upload achievement data, enabling the self-achievement upload checkbox if needed.
Save and Finalize: Save the settings as a draft and complete the process through release management.