Enabling Enhanced Objectives

Understand how to enable Enhanced Objectives in Sage People.

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: HR Administrator

You can enable or disable new Objectives for each Policy separately or for all Policies in a single action.

Note

To use Enhanced Objectives you also need to enable Conversations.

Enable for a Policy

  1. Select the Policies tab.

    Sage People displays the Policies Home page.

  2. Select the All list view, or, in Salesforce Classic interface, select Go! to view all Policies.

  3. Select the name of the Policy for which you want to enable Enhanced Objectives.

    Sage People displays the Policy Details page.

  4. Select the Performance Management tab.

    Sage People displays the Performance Management Policy Details tab:

    Screenshot of the Performance Management tab on the Policy page

  5. Select Edit.

  6. Select the Objectives checkbox, then select Save:

    Performance Management tab of the Policy page in Edit mode, pointing to Objectives checkbox

    Sage People re-displays the Performance Management Policy Details tab.

Team Members and Managers you associate with the Policy can now use Objectives.

Enable for all Policies

  1. Go to the Installed Packages page: 

    • In the Salesforce Lightning Experience, go to Setup, select Platform Tools   and then select Apps. Click Packaging, then Installed Packages

    • In Salesforce Classic interface, go to Setup, select App Setup, then select Installed Packages

    Sage People displays the Installed Packages page.

  2. Select Configure next to Sage People Performance Management:

    Link to the Performance Management package Configure page on Installed Packages page

    Sage People displays the Performance Management Configuration Details page.

  3. Select Enable next to Enable Objectives in All Policies:

    Screenshot: Enable button for Enhanced Objectives on the Performance Management package Configure page

    Sage People re-displays the Performance Management Configuration Details page with a success message on top> It lists the Policies where you enabled Enhanced Objectives:

    Screenshot: Success message on the Performance Management package Configure page after enabling Enhanced Objectives

    If you haven't enabled Conversations for all Policies, the success message lists the Policies where you didn't enable Enhanced Objectives.

    Enhanced Objectives are now available to Team Members and Managers you associate with all Policies. You can disable Enhanced Objectives for a specific Policy in the policy details, or for all Policies in a single action.