Maintaining Targets

If enabled through the Policy, WX enables managers to enter, and Team Members to confirm financial targets. Actuals are recorded against targets as the financial year progresses. Targets can be linked to Salesforce Opportunities so that closed Opportunities contribute to actuals.

Note

The Targets process in WX can only display a set of pre-defined, standard Sage People fields. If you create your own custom fields in the Target object and add them to the Targets page layouts, the fields are only available in the HR Manager portal.

As an HR Manager you can enter and maintain Targets through the HR Manager portal. If the Policy option Manager View Only Targets is set on, Managers can view but not create or edit Targets for their Team Members through WX, and all creation and editing must be done through the HR Manager Portal.