Configuration options

Configure page options

None

Policy options

Option	Description
Objectives	Checkbox. If checked, the Objectives process is active and can be enabled for WX users.
Require Objectives	Checkbox. If checked, an action is created for the manager and team member if no current objectives exist for a team member. If not checked, no action is raised if no current objectives exist.
Objectives Review Months	Number. The default number of months between reviews. Sets a date for the first review to this number of months from the start of the company year.
Use Strategic Objectives	Checkbox. If checked, objectives for a team member are linked to organization-wide strategic objectives. A picklist of strategic objectives is shown when creating objectives. To customize the default picklist values for your organization, go to Go to Setup > Object Manager, and select the Objectives object. Select Fields & Relationships, select the Strategic Objective field and go to the Values related list.
Use Chained Objectives	Checkbox. If checked, team member objectives are linked to a manager's objectives. A Contributes To picklist of the primary manager’s objectives is shown when creating objectives.
Use Objective Weight	Checkbox. If checked, weighting is used as one of the objective attributes. This sets a percentage weight for the objectives. Normally the objectives for a year add up to 100%. A bonus may be given in proportion to this percentage. If you select Use Objective Weight, do not select Use Objective Priority - use one or the other, not both.
Use Objective Priority	Checkbox. If checked, the priority picklist is used as one of the objective attributes. Options are typically High, Medium, and Low. If you select Use Objective Priority, do not select Use Objective Weight - use one or the other, not both.
Use Objective Bonus	Checkbox. If checked, a checkbox is displayed to enable performance against objectives to be used as one of the determinants of a bonus.
Use Objective Milestones	Checkbox. If checked, milestones or metrics are used as part of an objective. Metrics can be added to an objective and amended by a team member or a manager. Milestones are measured by percentage complete.
Use Objective Achievement	Checkbox. If checked, a percentage score is used to indicate how much progress a team member has made towards achieving an objective.
Objective Privacy Default	Checkbox. If checked objectives default to being private. The manager or team member can override the default setting.
Disable Activate Without Confirm	Checkbox. If checked, the Activate Without Confirm button is removed from manager draft objectives.
Manager Objective Permissions	Picklist. The options available to a manager. Select from: Edit Draft Only Managers can create and edit but not delete draft objectives for their team members. Edit and Delete Draft Managers can: Create and edit draft objectives they have created for their team members. Delete draft objectives they have created for their team members if the manager was the last to edit the draft. Edit All Managers can edit draft and active objectives for their team members. Managers cannot delete objectives except those they have created and not yet revealed. Edited active objectives revert to draft status. Edit All and Delete Draft Managers can: Edit draft and active objectives for their team members. Edited active objectives revert to draft status. Delete draft objectives they have created for their team members, if the manager was the last to edit the draft. Edit and Delete All Managers can: Edit draft and active objectives for their team members. Edited active objectives revert to draft status. Delete draft and active objectives for their team members. If the picklist does not display the full set of values, you can add them; in summary: Go to Go to Setup > Object Manager, and select Policy. Select Fields & Relationships, then select the Manager Objective Permissions Field Label. In the Values Related List, select New. Add the missing values exactly as given.
Team Member Objective Permissions	Picklist. The options available to a team member. Select from: Edit Draft Only Team members can create and edit but not delete their own draft objectives. Edit and Delete Draft Team Members can: Create and edit their own draft objectives. Delete their own draft objectives if the team member was the last to edit the draft. Edit All Team members can edit their own draft and active objectives. Team members cannot delete objectives except those they have created and not yet revealed. Edited active objectives revert to draft status. Edit All and Delete Draft Team members can: Edit their own draft and active objectives. Edited active objectives revert to draft status. Delete their own draft objectives, if the team member was the last to edit the draft. If the picklist does not display the full set of values, you can add them; in summary: Go to Go to Setup > Object Manager, and select Policy. Select Fields & Relationships, and then select the Team Member Objective Permissions Field Label. In the Values related list, select New. Add the missing values exactly as given.

Policy Process Dates also apply to the Objectives process:

Option	Description
Year Start Day	Picklist. The business year's first day. Default date for new objectives.
Year Start Month	Picklist. The business year's first month. Default date for new objectives.
Months to New Year Rollover	Number. The number of months before the end of the year when new objectives are assumed to belong to the coming year, not the current one. The end of year date is 12 months after the start of year, defined by Year Start Day and Year Start Month. Affects default dates only.
Values entered for Year Start Day, Year Start Month, and Months to New Year Rollovercontrol the Objectives data displayed when creating a PDF version of Objectives:

Field sets

Field Set

Purpose

Additional Attributes

Fields added to the field set are added as one of the objective attributes. Added fields appear with weight, priority or is bonus, if any of those are selected in the policy. Do not attempt to add the Initiator field to the Additional Attributes field set. Initiator is intentionally not available by default in the Field Set - it performs a key role in the Objectives process flow and any attempt to modify it can result in process failure.

Picklists

To edit these default picklist values:

1. Go to Setup and select the Object Manager tab.

2. Select object, select the picklist field, go to the Values related list.

Objective object

Priority field

• High

• Medium

• Low

Strategic Objective field

• Financial

• People and Processes

• Sales and Marketing

• Research and Development

• Operations

Progress field

• Ongoing: Above Track

• Ongoing: On Track

• Ongoing: Below Track

• Closed: Exceeded

• Closed: Achieved

• Closed: Not Achieved

• Closed: Cancelled

Values must retain the Closed: and Ongoing: prefixes. Ideally, do not edit Progress picklist default values.

Objective Approval History object

Commenters Role field

• Manager

• Team Member

Objective Review object

Reviewer Type field

• Self

• Manager

• Collaborator

• Other

Object fields

To rename these custom fields:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. Enter new values in the Field Label Override column

Milestone object (HCM)
Default Field Label	Field Type
Description	Long Text Area (32000)
End Date	Date
Objective	Master-Detail (Objective)
Progress	Percent (3,0)
Start Date	Date
When	Long Text Area (32000)

 

Objective object (HCM)
Default Field label	Field Type
Achievement	Percent (3,0)
Action	Formula (Text)
Action Date	Formula (Date)
Approved Date	Date
Bonus Score	Formula (Number)
Collaboration	Picklist
Collaborative Objective	Lookup (Collaborative Objective)
Confirmed Date	Date
Contributes To	Lookup (Objective)
Description	Long Text Area (32000)
End Date	Date
Initiator	Text (30)
Is Private	Checkbox
Last Team Member Review Date	Date
Manager Action	Formula (Text)
Manager Action Date	Formula (Date)
Manager Comments	Text Area (255)
Measure	Long Text Area (32000)
Next Review Date	Date
Priority	Picklist
Progress	Picklist
Required For Bonus	Checkbox
Score	Number (3,0)
Start Date	Date
Status	Formula (Text)
Strategic Objective	Picklist
Team Member	Lookup (Team Member)
Team Member Action	Formula (Text)
Team Member Action Date	Formula (Date)
Team Member Comments	Text Area (255)
Weight	Percent (3,0)
When	Long Text Area (32000)

 

Objective Approval History object (HCM)
Default Field Label	Field Type
Comment	Long Text Area (32768)
Comment Date	Date
Commenter	Lookup (Team Member)
Commenters Role	Picklist
Objective	Master-Detail (Objective)
Status	Text (40)

 

Objective Review object (HCM)
Default Field Label	Field Type
Comment	Long Text Area (32768)
Objective	Master-Detail (Objective)
Review Date	Date
Reviewer	Lookup (Team Member)
Reviewer Type	Picklist

Record types

Record types for the Objective object: 

• New

• Manager Prepare

• Manager Draft

• Team Member Prepare

• Team Member Draft

• Rejected Draft

• Active

• Closed

Action events

Event	When sent
Approve	When an objective is approved by a manager.
Close	When an objective is closed by a manager.
Confirm	When an objective is confirmed by a team member.
Delete	When an objective is deleted.
Draft	When an objective is edited by a team member or manager.
Force	When an objective is set without confirmation by a manager.
New	When an objective is created by a team member or manager.
Reject	When a draft objective is rejected.
Reveal	When a draft objective is revealed by the team member or manager.
Review	When an objective is reviewed by a team member or manager and not closed.
Review Date	When an objective review date is today. The trigger date can be offset* from the Review Date.
* Action Events can use these dates to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date).

Actions

• Manager and Team Member: Add New. Appears when:

  • Objectives process is active.
  • No Objectives exist with today between the start date and end date.
• Manager: Approve or Edit. Appears when:

  Objective status is Team Member Draft (has been edited by team member)

• Team Member: Confirm or Edit. Appears when:

  Objective status is Manager Draft (has been edited by manager)

• Team Member and Manager: Review. Appears when:

  • Objective status is Active.
  • Objective Next Review Date is on or before today.

Field tracking

Field Tracking is normally enabled, tracking progress, manager comments, team member comments, and next review date.