The “Goal Template Builder” add-on offers extensive functions to create and manage goal templates for your goal management.
Functions of the Goal Template Builder
- Managing Target Templates
- Edit : Existing target templates can be adjusted using the gear icon.
- Delete : Self-created templates can be removed.
- Adjust visibility : Using the eye icon, you can control the visibility of individual target templates.
- + sign : Adds new target templates.
Creating Goal Templates
- Click the plus icon to create a new template.
- Define the following properties:
- Title: Title of the destination (German and English).
- Creation time: year, quarter, month or no specific time frame.
- Edit goal: Can the goal be edited and if so, by whom? (No / Creator / HR)
- Delete target: Can the target be deleted and if so, by whom? (No / Creator / HR)
- Rate the goal: Can the goal be rated / commented on
- Request a rating: Can a rating be requested from the manager or HR?
- Archive Target: Can the target be archived?
- Mark goal as completed: Can the goal be marked as completed?
- Create goal: Can a goal be created with this template?
Notice
The permissions set here only affect the goals within the employee profiles. The permissions for goals within conversations can be set when creating a conversation guide .
Question Prompts for Goal Templates
You can add optional questions for goal setting (1) and evaluation (2), including:
- Open questions (single or multiple)
- Date
- Reminders (only when created)
- Multiple choice / single choice
- dropdown
- Competencies (Only when creating)
- traffic light (only for ratings)
Notice
Editing the questions stored for creating/evaluating a goal is no longer possible after the goal template has been created. The goal template must be created again. However, the permissions can be adjusted at any time .