Creating a New Target

To create a Target for a Team Member through the HR Manager Portal:

  1. On the Team Member record, select the Targets Related List.
  2. Select New Target:

    Screenshot: New Target button in the HR Manager portal

  3. If you are prompted to select a Target Record Type, select New then select Continue.

  1. On the New Target Edit page, complete the fields in the Information section as follows:

    Field Description

    Target

    Text, up to 80 characters. Enter a name for the Target, such as New product sales, Service contracts, or Upgrades.

    Start Date

    The date you want the Team Member to start work towards this set of targets. Defaults to the start of the financial year as defined in the Policy, and subject to the rollover period, also defined in the Policy.

    Select the field to display a calendar for date picking, or select today's date next to the field.

    Currency

    The currency used to measure the target. May be the local currency for the Team Member or the reporting currency used by your organization.

    Select Currency Lookup Icon: Salesforce Lookup, find and select the currency.

    Calculate Salesforce Opportunities

    Checkbox.

    If checked, this Target is linked to Salesforce Opportunities and Closed Opportunities contribute to actuals.

    If unchecked, there is no automatic link to Salesforce Opportunities.

    Contributes To

    If this Target contributes to a higher level target, typically one held by the Team Member's manager, enter the name of the higher level target.

    Select Contributes To Lookup Icon: Salesforce Lookup, find and select the Target name.

    Basis

    Picklist. The time basis used for setting Targets and measuring actuals. A default value can be set in the Policy; you can override the default displayed here if you need to.

    Select the picklist and choose from:

    • Month
    • Quarter
    • Year

    Team Member

    The Team Member holding this Target. Automatically completed by Sage People with the name of the Team Member you selected. You can change to another Team Member if you need to - select Team Member Lookup Icon: Salesforce Lookup, find and select the Team, Member.

    Is Private

    Checkbox.

    If checked, this Target is visible through WX to the Team Member and their upward management chain only.

    If unchecked, this Target is visible to anyone who can view the Team Member's

  2. Complete the fields in the Quarterly Amounts section: 

    Field Description

    Target Q1

    to

    Target Q4

    The currency amounts to be used as revenue targets by the Team Member for each of the four quarters of the financial year.

    After saving, any changes to these amounts must be confirmed by the Team Member.

    Actual Q1

    to

    Actual Q4

    The currency amounts actually realized by the Team Member for each of the four quarters of the financial year.

  3. Complete the fields in the Progress section as follows: 

    Field

    Description

    Progress

    Picklist. The current status of work towards this target.

    Select the picklist and choose from:

    • Ongoing: Above Track
    • Ongoing: On Track
    • Ongoing: Below Track

    Manager Comments

    Text. Comments by the manager on the Team Member's progress towards this target.

    Team Member Comments

    Text. Comments made by the Team Member on their own progress towards this target.

  4. Select:

    • Save to save the Target and display the Target Detail page.
    • Save & New to save the target and enter a new target.
    • Cancel to discard your changes and return to the Team Member record.