Define Achievements

Pre-Requisites

Make sure that you have already created targets for the employees in the Reports Studio module. To learn more about creating targets, refer to the Create Targets to Employee.

To define achievement configuration against a target, follow the steps below.

  1. Go to App Builder > Employees.

    The Employees page appears.

  2. Scroll down to the Performance Management section.
  3. Click the Achievements card.
    Define Achievements 1

    The Achievements page appears.

  4. Click the Create Achievement button.
    Achievement Configuration

    The Achievement Configuration page appears.

  5. In the Name field, enter the target name.
    Define Achievements 2
  6. Click the Target Source dropdown and select a target source.
    Define Achievements 3
  7. To calculate the target, click the Add button and do the following.
    Define Achievements 4
    1. From the Target Calculation dropdown, select a form template from which you want to calculate the target.
      Define Achievements 5
    2. Click the grey box under the Achievement Fields Formula.
      Define Achievements 6
    3. In the Formula Editor pop-up window, click on the required form field to populate on the text editor and define the formula depending on your requirement.
      Define Achievements 7
    4. Click Done.
  8. Optional: If you want to define targets from more form templates, click the ADD button again and repeat step 7.
    Define Achievements 8
  9. Click Submit.