Performance Form & Performance Goals

[kgetka]

Hello,

We are looking to see how other organizations are using Performance Goals/KPIs in the PM form. Are you rating each Goal/KPI in addition to an overall rating? Do you use one rating for all Goals/KPIs? Are you listing Performance Goals/KPIs on the PM form for reference, but not rating them? Are you not using Goals/KPIs in your PM?

Any insight is much appreciated!

[Yogananda]

The way in which organizations use Performance Goals/KPIs in the PM form will vary, and there is no one-size-fits-all approach. Some organizations may rate each Goal/KPI in addition to an overall rating, while others may use one rating for all Goals/KPIs, or list Goals/KPIs on the PM form for reference, but not rate them. Some organizations may choose not to use Goals/KPIs in their PM at all. Ultimately, the approach that an organization takes will depend on their own unique needs and preferences.

[MridulSharmaSF]

Hi pls mark this as answer if this helped you

[MridulSharmaSF]

Overall rating functionality is mainly used for Manager to give a manual rating instead of focusing on goal specific rating.You can do below

1.Rate goals with a different rating scale

2.Rate Sub goals withing a goal

3.Rate only competency in PM form

4.Dedicated rating option for goal , competency and Overall summary section

Depends on client requirement ,if you want to flow the goal to your PM form or to just see them with unrated.

Hope this helps

Thanks

Mridul