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Annual Targets

Concept

The Annual Targets page works with annual target records in the HCM module. It supports human capital setup, employee records, workforce activity, leave, payroll, loans, or performance management depending on the selected area.

Fields

FieldMeaning
Target YearPerformance year.
Staff or RoleTarget owner.
KPIsIndicators being tracked.
StatusWorkflow state.

HowTo

  1. Open HCM and choose Annual Targets from the Performance Mgt area.
  2. Use filters or search to find the relevant employee, setup record, workflow, period, or transaction.
  3. Open the record to review dates, status, assigned people, and linked information.
  4. For editable workflows, choose New or Update, complete the required fields, and save.
  5. Confirm the downstream staff record, leave balance, payroll run, appraisal, or workflow status reflects the change.

Screenshots

Fif 1. Showing the Performance target (perf target) submodule <div><img src=
Fig 2. A blank Perf Target list
Fig 3a. Filter selection showing the Payroll Year and Status of the Target
Fig 3a. Filter selection showing the Payroll Year and Status of the Target
Fig 3b. Filtering for only those items awaiting the user’s approval
Fig 3b. Filtering for only those items awaiting the user’s approval
Fig 4. Performance target list view
Fig 4. Performance target list view
Fig 5. Performance target create page
Fig 5. Performance target create page
Fig 6. Performance target view page
Fig 6. Performance target view page
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