Goal Detail Settings

The Goal Detail Settings screen allows you to change the settings for each goal evaluation period.

You can change the goal progress flow and settings for each goal item.

The functionality has been changed so that all goal-related settings that were shared in system settings prior to v3.1 are retained for each evaluation period.

For all setting values, be sure to click the "Update" button after changing any parameters.

Create and edit flows for each evaluation period. This function was called "Phase" in v3.2 and earlier.

After the evaluation period starts and the user sets a goal, approval and other flows will proceed as set here.

In other words, a goal setting phase will always precede the first progress flow.

If you delete all progress flows, you will still be able to set goals, but you will no longer be able to manage other flows.

The items that can be set are as follows.

You can also delete a progress flow by clicking the "Delete" button at the far right of the progress flow row,

but please note that it cannot be deleted if there are users who have progressed to that flow in an evaluation period that has already started.

• Progress Flow

  • • This is the number that indicates the order of the progress flow. The progress flow advances from the smallest number.

• Title

  • • This is the name of the phase.

• Flow Description

  • • You can set an explanation to be displayed in each phase. The explanation will be added to the "Flow Description" field at the top of the evaluation screen.

• Goal Input Lock

  • • If checked, users will not be able to register/change goals during this phase.

• Budget/Actual Input Lock

  • • If checked, users will not be able to enter budgets or actuals during this phase.

• Posting days

  • • If you specify the deadline date for the phase and the posting days, you can display the deadline date in red before the deadline has passed.

      • Example: If the deadline date is April 30, 2018 and the posting date is set to "1", the deadline date will be displayed in red when the system date becomes 4/30/2018.

      • Example: If the deadline date is April 30, 2018 and the posting date is set to "0", the deadline date will be displayed in red when the system date becomes 5/1/2018.

• Deadline

  • • Specify the update deadline for the phase. The deadline date specified here will be displayed on the general user's goal management screen and progress management screen. If the phase remains in place without being updated after the deadline date, the deadline date will be in red.

• Number of people

  • • Set the number of managers who will review comments, etc. For example, if you enter "2", the progress flow will not proceed until comments are entered by two managers.

    • The number of managers setting is a function for compatibility with older versions. Normally, do not change it from the default value of "1". If approval by multiple managers is required, create as many independent progress flows as necessary.

• Task Comment

  • • Set whether to enter a comment for each goal task.

• Performance Goal Evaluation

  • • [Not recommended] Set whether to enter an interim evaluation for the set performance goal. This setting is for compatibility with older versions. Normally, use Evaluation (Performance Goal).

• Performance Goal Comment

  • • [Not recommended] Set whether to enter an interim comment for the set performance goal. This setting is for compatibility with older versions. Normally, use Evaluation (Performance Goal).

• Skill Update

  • • Set so that the progress flow cannot be advanced unless the skill set as the goal in the phase is updated.

• Behavior Evaluation

  • • Set so that the progress flow cannot be recommended unless the behavior evaluation in the phase is updated.

• Summary

  • • Set whether to enter a summary comment that summarizes the phase when the progress flow ends.

• Evaluation

  • • After the target period ends, an evaluation will be carried out. You will not be able to proceed to the next flow unless you enter an evaluation.

    • This function was previously called "End Evaluation" before v3.5.6, but has been renamed to "Evaluation".

    • This function is the same as the "End Evaluation" that could be performed at any time after the progress flow ended before v3.3. In v3.4 and later, the specifications have been changed so that this evaluation can only be performed within the flow.

• Add Form

  • • Set whether or not you can add data to the SkillNavi form related to the goal in the phase. When using, check Phase Update as well so that you can re-edit the added data after saving it temporarily. Also, set the association between the goal evaluation period and the SkillNavi form from the "Goal Setting" tab.

• Update Form

  • • Set whether or not you can update data to the SkillNavi form related to the goal in the phase. The only data that can be updated is the data registered in the "Goal Setting" phase.

• Approval/Return

  • • Set whether or not the manager can send back (the "Return" button on the screen) in the phase. If you send back, it will be sent back to the previous phase with the input contents up to that point retained. If you send back in the very first phase, it will be sent back to the user's goal setting.

Set the items that users can register as goals.

Set the items you want to register as goals.

For each displayed item, you can set the item name to be displayed on the screen and whether input is allowed or not.

The meanings of the "Goal settings" settings are as follows:

• Required

  • • This item must be set as a goal. You cannot confirm the goal unless it is set.

• Optional

  • • This item can be set as a goal, but you can also confirm the goal without setting it.

• Disabled

  • • This item cannot be set as a goal, and will not be displayed at all on the setting screen.

Please note the following conditions when setting up:

• • • When performing "Budget vs. Actual Management," performance goals cannot be disabled.

    • When either "Evaluation (Performance Goals)" is checked, performance goals cannot be disabled.

    • If the phase settings include a phase for "Performance Goal Evaluation" or "Performance Goal Comment," performance goals must be made mandatory.

    • If the phase settings include a phase for "Task Comment" or "Skill Update," tasks or skills must be made mandatory.

※Skill objective details

If you select "Required" above, you will not be able to proceed with the progress flow until you change the progress report or progress review to "Updated".

In addition to the display settings, you can set the following details for the objective task.

• Lock goal task editing

  • Do not allow users to edit goal tasks themselves, set this automatically in the system settings.

In addition to display settings, you can set the following details for target skills:

• Specify answer rank

  • • Specify the answer rank when setting the target skill. If unchecked, the target skill will be set to associate only the skill without the answer rank.

• Lock editing of target skill

  • • The user will not be able to edit the target skill themselves, and it will be set automatically by the system settings. Used when enabling the "Automatic setting of target skills" function described below.

You can create a SkillNavi Form as a goal item.

This allows you to set flexible goals using the SkillNavi Form.

When using a SkillNavi Form as a goal, you can choose whether input is optional or required.

This setting automatically inputs goals.

• Automatic creation of performance goal tab

  • • When you set a goal for the first time, a performance goal tab will be automatically generated. The number of tabs generated will be the number entered in "Number of input fields". This only works when the performance goal setting is "Required".

•  Automatic selection of primary tasks

  • • When you set a goal for the first time, the task under the primary career model will be automatically set as the goal. For users who do not have a primary career model set, nothing will be set. This only works when the task goal is "required".

• Filtering goal tasks by user type

  • • By selecting a user type, you can limit the tasks that can be selected as goals to those associated with that user type. Be sure to select the target user type when using this function.

      • • Select from those associated with user type

          • • Tasks that can be selected as goal tasks are limited to those associated with the user type in the user type settings.

        • Select automatically

          • • Automatically set tasks associated with the user type in the user type settings as goals.

• Narrow down target skills by user type

  • • Selecting a user type will limit the skills you can select as targets to those associated with that user type. Be sure to select the target user type when using this function.

      • • Select from those associated with user type

          • • The skills that can be selected as target skills are limited to those associated with the user type in the user type settings.

        • Select automatically

          • • The skills associated with the user type in the user type settings will be automatically set as targets.

• Select the current skill value as the initial value of the target skill

  • • When selecting a target skill, you can automatically select the current skill value as the target answer rank and display it. This function only works when the "Specify answer rank" box for the skill is checked.

Starting with v3.3, you can now set multiple input fields for multiple goal comments.

Click the "Add" button to open an additional line and enter the title and display order.

Change the settings related to performance goals.

• • Display Order: Reflect Weights

    • • When enabled, the display order of performance goals will be in the order of the weights set by the user who set them.

• • Manage budget and actual results

    • • For each performance goal tab, set whether to manage budget and actual results numerically. When enabled, you can set the budget when setting performance goals and register actual results at any time.

  • Number of input fields

    • • Set how many budgets/actual results to register for each performance goal tab.

  • Schedule default value

    • • This is the default value entered in "Schedule" on the input screen.

  • Storage destination for budget and actual achievement

    • • After the goal is completed, you can tally up the budget and actual achievement levels and register them in external data. This allows you to use the achievement levels in each statistical screen that corresponds to the SkillNavi data.

  • Tally up budget and actual achievement levels

    • • Recalculate the budget and actual achievement levels for this evaluation period and register them all at once in the above SkillNavi data.

You can set goal items when users enter performance goals.

If performance goals are set to "Required" or "Optional," at least one performance goal item is required.

In addition, by entering selectable values ​​separated by commas in the "Choices" field, free input will not be possible and users will be required to select from the set options.

Leaving the options blank will allow free text input as usual.

You can set the level of difficulty for each performance goal.

Set the details of the behavioral evaluation to be performed during this evaluation period.

To perform a behavioral evaluation, a behavioral evaluation must be entered in any phase of the progress flow.

• Display name

  • • The name of the behavioral evaluation. Example: Competency evaluation, etc.

• Category of responses for this evaluation period

  • • Select the behavioral evaluation classification to be used for this evaluation period. On the evaluation registration screen by user/manager, only the behavioral evaluation items under the behavioral evaluation classification selected here will be subject to responses.

• Radar chart display on details screen

  • • Set whether to display the details of the evaluation for each phase in a radar chart on the goal progress confirmation screen.

• User/Manager

  • Set the details for each authority.

• • • • Calculate evaluation value

        • • Select "Yes" to tally up the evaluation results.

      • How to calculate evaluation value

        • • You can choose between a full score of 100 or the average score. If weights are set for the evaluation items, the weights will be applied to the weighted scores.

      • Display name

        • • This is the name used to display the tally up results when calculating the evaluation value.

Set whether or not to evaluate the skills you set as goals.

Two skill evaluations will be created: one based on the user's own evaluation alone, and the other based on a final skill evaluation value that takes into account any corrections made by the manager.

• • • Skill Evaluation

      • • Set whether to display the evaluation points calculated for the skill items set as goals.

    • Skill Evaluation Value

      • • Set how to calculate the achievement of the target skill. "Average" uses the average value of the skill answers, and "Out of 100" uses the achievement level when the upper limit of the answer level is 100.

Set whether to display the achievement level of the career model set as the primary person in charge.

The primary person achievement level is calculated against the maximum level.

Set whether or not to use the final grade, calculated by combining the primary evaluation and task evaluation, for the evaluation.

• • •  Name of final evaluation point

      • • The name of the final evaluation point.

    • Whether to use final evaluation point

      • • Set whether to use the final evaluation point, which is calculated by combining the primary evaluation and task evaluation, for evaluation. For details about final evaluation points, see Editing final evaluation point pattern.

    • Whether to display final evaluation point to user

      • • Set whether to display the final evaluation point to general users.

    • Whether to display final evaluation point to manager

      • • Set whether to display the final evaluation point to manager.

    • Recalculate final evaluation point

      • • When executed, the final evaluation point for each user will be recalculated.

• User rating

  • Check to enter a user rating

• User comment input

  • Check to enter a user rating comment

• Manager rating

  • Check to enter a manager rating

• Manager comment input

  • Check to enter a manager rating comment

Set the details of the user's own performance goal evaluation.

• Display name

  • • The name of this evaluation that will be displayed on the result confirmation screen. The default is "Primary evaluation".

• Maximum score

  • • This is the maximum score when tallying up the primary evaluation results. When tallying up, the actual score entered/maximum score will be used to calculate the primary evaluation score out of 100 points.

• Input limit

  • • Sets the maximum number of points that can be entered when manually entering the primary evaluation.

• Answer options

  • • When answer options are created, the evaluation is entered by selecting from the options created when entering the evaluation. If no options are created, the method is to enter the score manually. When creating options, make sure that the "value" does not exceed the maximum score. If a value that exceeds the upper limit is created, the evaluation calculation may not be performed correctly.

Set details for managers to evaluate performance goals.

• Display name

  • • The name of this evaluation that will be displayed on the result confirmation screen. The default is "Primary evaluation".

• Maximum score

  • • This is the maximum score when tallying up the primary evaluation results. When tallying up, the actual score entered/maximum score will be used to calculate the primary evaluation score out of a possible 100 points.

• Input limit

  • • Sets the maximum number of points that can be entered when manually entering the primary evaluation.

• Answer options

  • • If you create answer options, you can enter your evaluation by selecting from the options created when entering your evaluation.

    • If no options are created, you will be required to enter the score manually.

    • When creating options, make sure that the "value" does not exceed the maximum score. If you create a value that exceeds the upper limit, the evaluation calculation may not be performed correctly.

When entering an evaluation, you can create new evaluation items in addition to the regular evaluation (S-D).

Like "Difficulty," added evaluation items will be used as coefficients when aggregating performance goal evaluations.

To add an evaluation item, click the "+" button to display the registration form and enter the various items.

• Display Order

  • You can set the display order within the additional evaluation items.

• Item Name

  • Set the name of the evaluation item.

• Viewable

  • You can set whether users and managers can view the created additional evaluation items when reporting progress or on the progress confirmation screen.

• Input

  • You can set whether users and managers can evaluate this additional evaluation item as an option.

  • You can choose whether answer options are required, optional, or disabled (no options are set).

  • If you check anything other than disabled, be sure to create answer options as well.

• Comment Input

  • You can set whether users and managers can comment on this additional evaluation item.

  • You can choose whether comment input is required, optional, or disabled (no comments are set).

Answer Options

• Display Order

  • Set the display order of answer options. The numbers are displayed in ascending order.

• Answer Text

  • Set the text to be displayed as an answer option.

• Value

  • This is the value used in the evaluation calculation function.

• Details

  • When you place the cursor over an answer option, the detailed text you set will be displayed.

Show all skills/Show goal-related skills

Continue the flow when goal-related skills are not answered

This setting determines whether or not you can proceed to the next phase if there are any unanswered evaluations of goal-related skills (not "unanswered" in the answer rank, but unanswered).

"Show all skills" above: "Enabled" is not currently supported.

Displays the "User Info" button when reporting progress on goal evaluations.

On the user or manager progress report screen, it appears above the "Update" and "Confirm" buttons.

On the administrator screen, it appears below the basic information table.

On the progress confirmation screen, a radar chart of the target task will be displayed.

The current response level of the target task will be displayed in a radar chart.

The target skill will be displayed on the progress confirmation screen.

The skill selected in the target evaluation, along with its target answer rank and evaluation answer rank will be displayed.

If history linkage has been performed, the answer rank for that skill at the time of history will also be displayed.

On the progress confirmation screen, a radar chart of the target skill will be displayed.

• The target answer rank

• current answer rank

of the target skill will be displayed on a radar chart.

On the progress confirmation screen, the answers to the "Skill Update" questions for each phase will be displayed in a radar chart.

On the progress confirmation screen, details of the updates made by the player and manager for each phase will be displayed in "Skill Update" for each phase.

On the progress confirmation screen, you can set whether or not to display to the user the update details given by the manager in the "Skill Update" section for each phase.

• All

  • Show all answers (default)

• Answer Rank

  • Show answer values ​​by managers

• Comments

  • Show only comments by managers

• Hide

  • Hide all answers by managers

Set the sort order of items in the result list on the final evaluation on the user's progress confirmation screen and the manager and administrator's comment input screen.

Even if you change the sort order of the final evaluation points, they will still be displayed at the very end on the final evaluation screen on the user's progress confirmation screen.

On the comment input screens on the manager and administrator screens, they will be displayed as set.

You can set the display order as follows:

• Primary evaluation (user)

• Primary evaluation (manager)

• Behavioral evaluation (user)

• Behavioral evaluation (manager)

• Skill evaluation (user)

• Skill evaluation (manager)

• Task

• Main task evaluation

• Main task achievement

• Task comment

• Final evaluation score

On the progress confirmation screen, "Skill Updates" for each phase will only display skills that have been updated after the target start date.

The target start date is set from "Start Date" in the target evaluation period list.

Clicking the "Skill Updates" button in "CSV Export" will output only skills that have been updated after the target start date.

This function will prevent the selected user type from appearing in the approver list for this goal evaluation period.

To set this, go to "Exclude user types from approvers" in the "Other" tab and select the user type using the selection button.

This sets whether or not to display evaluation scores during the phases on the evaluation input page.

If set to display, the evaluation scores for the evaluation phase of each flow will be displayed.

The grades can be automatically updated when the workflow progress is updated.

When "Automatically update grades when updating progress" is set to "Yes", select the score at which grades will be automatically updated.

To set the grade evaluation criteria, go to "Bulk registration of grades" on the grade input screen. (Grade input screen: Main menu > Goals > Enter grades)