This guide explains in detail how to use the Objectives Field in a Form Template. To see how to use any other Field type, refer to the Add a field to a Form Template guide.
You can either watch the video or follow the written guide below.
The Objectives Field could also be used for data fields which behave in a similar way, such as Development Needs or Actions.
Adding Objective Fields
Whilst in the Layout tab of the Form Template Editor, click the User Data icon on the Tools Palette displayed on the right of the page, and drag the Objectives field into the Form Template Editor.
After adding the Objective Field, click into it and change the name of the Field in the Label box.
At the bottom of the box, there are several Options. You can set whether the Field is mandatory, who the Field will be visible to (All Users, User only or Manager only) and whether the manager can change the status of the Objective (i.e. to In Progress, Achieved, or Not Achieved).
Whatever text you enter as the first line in the Fields (separated by lines) box becomes the label of the Add button.
In the above example, Measured by will become a separate text box when viewed by the User, as below. You can add as many different text boxes as required.
The Comments box is included by default and is how the User and Manager would document progress against the Objective.
Adding Objective Ratings
You also have the option to Enable objective ratings. If you tick this a box will be displayed underneath where you can provide a list of ratings values. As an example, you could use the first ratings label to allow the User to self-evaluate their performance, and the second ratings label to allow the Manager to evaluate the User. When completing the form activity, the options will appear as a single selection dropdown list while editing the specific Objective.
Click the green tick when you are finished to save the Field.
Adding Past Objectives from other Forms
Another option within the Objective Field is to add Past Objectives. This allows Users to pull in Objectives from other Forms.
For Objectives to be recognised as applicable between multiple forms, certain elements of the Field must be identical across all of the Form Templates the Objectives Field appears on. The Field Label, the choices listed in the Fields (separated by lines) box, and the Ratings Label(s) and values, must all be identical.
Troubleshooting: Check that there are no stray spaces in any of the above labels as any difference will mean that the Objective Fields are not identical.
For example, your first Form Template can be for setting goals and objectives for the year ahead. You can then have a shorter one-to-one Form Template for regular reviews throughout the year, and then end on a final end-of-year appraisal. As long as the Objectives Fields are identical in each Form Template the User's Objectives will be available across all of the Forms.
|Automatically add open objectives||Only Objectives with the Status (as set by the Manager) as Not Achieved or In Progress will be added automatically.|
|Automatically add all objectives||
All Objectives, regardless of the Status, will be added automatically as shown in the below example.
|Manually add objectives only||
When completing the Form, the User can choose which Objectives to add to the Form using the Past Objective button.
The User can search for a particular objective using the search for a keyword box, or search by Form name. When you are creating a Form activity from this template, you can specify a form name and the Past Objectives list will be filtered to only display objectives from the named form. See this guide for further information.
The User would tick the box next to the Objective(s) they wished to add to the Form, and then click Add Past Objective.
|None||No previous Objectives will be added to the Form and there will be no button to add them manually.|