on 2023 Jun 12 8:15 AM
Hi All,
For some reason the individual section fields are not showing, even though visibility in 'Configure Label Names and Visibility' has been granted.
Disabling / enabling the section for business fields works, but for the individual section it doesn't seem to be responsive.
Any thoughts on what I am missing?
Thanks! Anne
Request clarification before answering.
The settings in the Individual Section are a bit misleading - not all of the options are actually avaiable, as they depend on how you are mapping the PM form and whether or not you are using Assignment Based Ratings. For example, you are mapping "by Goal", which means the PM form name is not available. If you were mapping just the overall rating, then it would be, but then "Individual Goals" wouldn't.
What specific fields do you feel that you should be able to see?
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Hi Philip,
Thank you for your reply!
I want to pick up the following fields:
1. goal name (this is working)
2. goal weight (this is working)
3. goal rating (this is working partly, as it is picking up the rating but assigned the overall rating label. I know this is a system limitation, yet I created a custom field to transform the label in to the right one. But for some reason the custom field is not showing anymore (last years this was working fine).
to clarify, in my screenshot 'good performance' should be 'achieved' and 'needs improvement' should be 'not achieved'.
4. payout percentage (this is not showing). this should actually be the individual guideline field showing. based on the rating (1, 2, or 3) you get 100%, 50% or 0% payout of that goal.
5. Prorated goal amount (this is working)
so to summarize I miss two things: 1 custom field I created to 'change' the label of the rating and the individual guideline field.
Thank you,
Anne
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Individual goals comes from Performance form ,have you checked the settings(Set Bonus calculation) of pulling data in form is correct and is choosing the correct form with fields enabled on the PM template which should flow in VP.worksheet?
Also worksheet is refreshed as well from UI
Thanks
Mridul
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