Employee by Goals

The Employee by Goals report is based on the Performance Goals Topic. This template allows users to report on which goals are assigned to each employee. Employees with terminated status are excluded from this report.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Goal	Yes	Ascending
Manager	Yes	A to Z
Category		Ascending
Start Date		Oldest to Newest
Org Goal		Z to A
Employee		A to Z
Due Date
Job Assignment
Location
Status
PCT Completed

Custom Fields

Organizational Goal

The Organizational Goal custom field indicates if the goal is an organizational goal. It uses the following expression:

CASE WHEN vGoalsReport.GoalType = 0 THEN 'Yes' WHEN vGoalsReport.GoalType = 2 THEN 'No' ELSE '' END  

Goal Status

The Goal Status custom field displays the status of the goal (for example, not started, on track, completed). It uses the following expression:

CASE
    WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'NotStarted' THEN 'Not Started'
    WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'OnTrack' THEN 'On Track '
    WHEN PerformanceGoalProgressStatusCustom.GoalProgressStatus = 'AtRisk' THEN 'At Risk'
    ELSE PerformanceGoalProgressStatusCustom.GoalProgressStatus
END 

Filters

The template includes the following filters: