Goals by Employees

The Goals by Employees report is based on the Performance Goals Topic. This template allows users to report on which employees are assigned to each goal. For example, a user could run this report to determine which employees are assigned to each goal. Employees with terminated status are excluded from this report.

Fields

Fields included in the report template

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