#How to Check Goals and Year-end Review Plans?

The Performance management module provides visibility into employee goals and year-end review plans. Use this module to review goal details, monitor completion rates, track review plan progress, export information, and regenerate review plans when necessary.

#Check Goals

The Goals page provides an overview of employee goals and their completion rates. In the Employee Portal - Admin View, you can review individual goals, export goal information, and monitor completion by organizational group.

Follow the steps below to check employee goals:

1. Navigate to Performance management > Goals. The Goals tab displays all employee goals.

2. To view the details of a goal, click its title. To export all goals, click Export.

   

3. To review goal completion rates, select the Completion overview tab. Completion rates are displayed by legal entity, department, division, or manager group. To export the completion rate report, click Export.

   

#Check Year-end Review Plans

Year-end review plans provide a clear overview of employee performance evaluations and their current progress. Within the Employee Portal - Admin View, you have the flexibility to search for plans, examine individual completion statuses, and update reviews as needed. Staying informed about review cycles helps managers and staff maintain transparency and keep performance records accurate.

Follow the steps below to check year-end review plans:

1. Navigate to Performance management > Year-end review. All review plans will be listed, and you can use the search box and filters to quickly locate specific items.

2. To view details for a review plan, click its name. The requirement details page shows all employees assigned to the requirement and their completion status. You can click Export on the command bar to export the plan details to an Excel file.

3. To regenerate a review plan for one or more employees, select the employees and click Regenerate.

   

   NOTE

   • Regenerating a review plan replaces the employee's existing review with the new one.
   • You can regenerate review plans only for employees whose completion status is Not generated, Not started, or Pending for review.