Enhanced Objectives

Note

Sage People has two different types of objectives for performance management processes - Objectives and Enhanced Objectives. If you're unsure which objectives your organization uses, check out this comparison.

Role: Team Member

The system splits objectives into two sections based on the team member's active performance review cycle:

  • Current objectives - objectives whose end date falls within or after the start date of the current performance review cycle

  • Past objectives - objectives whose end date falls before the start of the current performance review cycle

The current performance review cycle is determined by the team member's Performance Review record:

  • If the team member has a Performance Review with a status other than Completed (for example, Revealed), its Period Start Date defines the cycle boundary

  • If all Performance Reviews are Completed or none exist, the system calculates the cycle start from the policy's Year Start Month and Day settings

Tip When a manager completes a team member's Performance Review, objectives from the previous cycle move from Current to Past. This is expected behaviour.

Team members can see Enhanced Objectives in WX. You'll see a list view page displaying their objectives, and a section for shared objectives they can access.
The system displays draft objectives first. Next are objectives for the current performance cycle and finally, past objectives. A field set controls the fields that display in the list view. For full details, see Enhanced Objectives - WX improvements.

When you open Performance Management, you see a list of your objectives. If you don't have objectives yet, you see a message inviting you to create an objective.

Note

Objectives in the Performance Management app are separate from Objectives in the Objectives process or Performance Overview in WX.

Screenshot: Viewing My Performance page

Objectives display on the left and Conversations on the right. On a smaller screen, the objectives list displays first and Conversations appear below objectives.

If you have an objective where the Next Review Date is today or in the past, a red circle with a number displays. This is on the right side of the objective card to flag it to you.

Draft objectives display above Active objectives, followed by Closed objectives.

Select the objective tile to view its details:

Sage People displays the objective details. It displays the detail view on the right on a wider screen and below the tile on a smaller screen:

Screenshot: Viewing objective details

In the detail view, you can:

If the objective is in draft, you can also: