Goals Configuration - Fields Administration

Use the Fields Administration section, to select which fields are configurable when users create goals. See Goals - Create/Edit.

Administrators can configure required and read-only fields, and configure field names tthroughout goals. These configurations can be different between OUs, so the goal page can have varying views based on assigned OU.

Note: The sample image on this page displays which each field corresponds to a goal. This image does not change as you change the various options on this screen.

To modify Goals Configuration, go to Admin > Tools > Performance Management > Goals Configuration.

Include

Select this option if you want this field to appear to users during goal creation and throughout goals. Any field not selected does not display to users in the corresponding OU. This includes Progress and Status, so be sure to select fields you intend to utilize.

Required

Select this option to make if mandatory for users to enter or select information for this field. For example, if Targets is required, a user must enter at least one target for each goal.

Read Only

Select this option if you want this field to be read-only for the user. Selecting this option automatically selects the Include option for the field. The read-only settings apply to all types of goals in the system (e.g., individual goals, team goals, company goals, subordinate's goals) as long as they are uploaded, Goals Library, or assigned goals. The read-only attribute applies when creating and editing a goal, when copying a goal that contains read-only attributes, and when advancing a goal that contains read-only attributes. Applies as follows:

  • Read-Only (Uploaded Goals) - Goals that are uploaded to the system via a data feed.
  • Read-Only (Goals Library) - Goals that are imported from the Goals Library. Note: Some fields cannot be set as read-only for goals imported from the Goals Library, because these fields are not set when creating a goal template for the Goals Library.
  • Read-Only (Assigned Goals) - Non-shared goals that are assigned to a user. Read-only settings for Assigned goals are applied to non-shared assigned goals only. If a goal is both imported from the Goals Library and assigned, the read-only settings for assigned goals are applied.

Field Name

Rename a field to something more appropriate for your company. This changes the field name everywhere it exists throughout goals. The image on this screen always displays the default name of each field. This may be helpful if you decide to change it again in the future. These fields have a 50 character limit.

If multi-language is enabled, a globe appears next to each field name. Click the globe to localize the field name or turn the field on or off for different languages.

Overwrite Settings

Select this option to overwrite custom settings for child division OUs. If you overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

  • If this option is unselected, then only the child OUs that do not have customized settings are updated, as well as any OUs that are added in the future.
  • A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.
  • An OU is considered customized if its preferences or settings have been changed.