Goal Settings

Employee Guide

Version
R2024.1.0
Goal Settings

Several fields are available when creating goals in the Performance feature.

Before You Begin: The fields that you need to fill out when creating goals depend on how your organization has configured the goal form. As a result, some of the fields described in this topic might not be displayed when you create a goal.

Fields used when configuring performance goals
Field Description
Name

Enter a name for the goal (256 character limit).

Description Enter a description of the goal (no character limit).
Goal Category Select a goal category from the drop-down list.
Goal Area

Enter a goal area to further categorize the goal.

Start Date

Enter a start date for the goal. You can enter a past or future date in this field. For example, you can create a goal in January that won't start until April.

Due Date Enter a due date for the goal.
Measure Type

Select an option in the drop-down list to define how the goal is measured. The application measures progress as follows, depending on the measure type that you select:

  • Percentage: Progress is measured by percentage. For example, the goal of "Complete the Asia Pacific Marketing Plan for Q1" can have a percentage progress, so that the user can regularly update how close they are completing the document.
  • Actual / Target: Progress is measured by a numerical target (for example, a dollar amount). For example, the goal "Achieve $2,000,000 in sales" could use this measurement method, and then users can match their actual sales against the $2,000,000 target.
  • None: Progress is measured using the Not Started, In Progress, and Completed statuses, but further detail isn't recorded. For example, the goal "Complete my First Aid Certification" could have this measure type selected because users either pass the certification test or not; there is no detailed progress to measure.

Note: In some cases, an organization might configure Performance so that only one measure type is available (for example, Percentage). In this case, Dayforce doesn't display the Measure Type drop-down list.

Target Type and Target

Dayforce displays these settings if you select Actual/Target for the measure type. If your goal is a currency amount, select either Amount (Currency) and then enter the currency amount in the Target field. If your goal is an item count, select Count and then enter the goal's number in the Target field.

For example, if the goal is to achieve $2,000,000 in sales, you would select Amount (Currency) for the measure type, and then enter "2000000" in the Target field.

Note: The application doesn't allow you to enter commas in the Target field. In the example above, Dayforce automatically adds commas after you enter a value. You can enter decimal values in the Target field.

You can click Save as Draft at any time to save your progress on the goal. When you do this, the goal is added to the Draft Goals tab, where it remains in an unpublished state. This means if you close the goal form before publishing the goal, it is available in the Draft Goals tab to work on, but not in any other tab.

Important: When a goal is unpublished, it means only you can see it; authorized managers and administrators can't see it.