Configuration options

Policy options

Option	Description
Targets	Checkbox. If checked, the Targets process is active and can be enabled for WX users.
Manager View Only Targets	Checkbox. If checked, Targets are visible to managers as read-only. They will not be able to create or amend Targets.
Require Targets	Checkbox. If checked, an action is created for the manager if no current Targets exist for a team member. If not checked, no action is raised if no current Targets exist.
Target Basis	Picklist. The period over which Targets are set and actuals calculated. Select the picklist and choose from: Month Quarter Year
Use Target Calculate Actuals	Checkbox. If checked, actuals are calculated from Salesforce closed opportunities for all saved Targets. The calculation is executed through the Action Notification Batch each time the Sage People Digest is compiled and sent.

Field Sets

There are no Field Sets defined for Targets.

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.

Basis field

• Month

• Quarter

• Year

Progress field

• Ongoing: Above Track

• Ongoing: On Track

• Ongoing: Below Track

• Closed: Exceeded

• Closed: Achieved

• Closed: Not Achieved

• Closed: Canceled

No other values are recognized.

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

Target object (HCM)
Default Field Label	Field Type
Achieved Chart	Formula (Text)
Achieved Q1 to Achieved Q4	Formula (Percent)
Achieved YTD	Formula (Percent)
Action	Formula (Text)
Action Date	Formula (Date)
Actual Q1 to Actual Q4	Currency (16,0)
Actual Q1 Reporting to Actual Q4 Reporting	Currency (16,0)
Actual YTD	Formula (Currency)
Actual YTD Reporting	Formula (Currency)
Basis	Picklist
Calculate Salesforce Opportunities	Checkbox
Confirmed On	Date
Contributes To	Lookup (Target)
Currency	Lookup (Exchange Rate)
Is Private	Checkbox
Last Currency Recalculation	Date/Time
Last Salesforce Recalculation	Date/Time
Manager Comments	Text Area (255)
Old-Actual Q1 to Old-Actual Q4	Currency (16,0)
Old-Actual Q1 Reporting to Old-Actual Q4 Reporting	Currency (16,0)
Old-Actual YTD	Formula (Currency)
Old-Actual YTD Reporting	Formula (Currency)
Old-Actual YTD Text	Formula (Text)
Old-Salesforce Q1 to Old-Salesforce Q4	Currency (16,0)
Old-Salesforce Q1 Reporting to Old-Salesforce Q4 Reporting	Currency (16,0)
Old-Salesforce YTD	Formula (Currency)
Old-Salesforce YTD Reporting	Formula (Currency)
Old-Salesforce YTD Text	Formula (Text)
Old-Target FY Text	Formula (Text)
Progress	Picklist
Start Date	Date
Status	Formula (Text)
Target FY	Formula (Currency)
Target FY Reporting	Formula (Currency)
Target Q1 to Target Q4	Currency (16,0)
Target Q1 Reporting to Target Q4 Reporting	Currency (16,0)
Team Member	Lookup (Team Member)
Team Member Action	Formula (Text)
Team Member Action Date	Formula (Date)
Team Member Comments	Text (255)
Trigger Currency Recalculation	Checkbox
Trigger Salesforce Recalculation	Checkbox

 

Target Period object (HCM)
Default Field Label	Field Type
Achieved %	Formula (Percent)
Achieved YTD %	Formula (Percent)
Actual	Currency (16,0)
Actual YTD	Currency (16,0)
Amount	Currency (16,0)
Amount YTD	Currency (16,0)
Calculate Salesforce Opportunities	Checkbox
End Date	Date
Start Date	Date
Target	Master-Detail (Target)

Record Types

Record Types for the Target object:

• New

• Draft

• Active

• Closed

Action Events

Event	When sent
Confirm	When a Target is confirmed.
Draft	When a Target is edited.
New	When a Target is created.
Review	When a Target is reviewed.