Release Date 26 Feb
This update is a continuation of the efforts being made to improve the functionality surrounding goals. Previously, the ability to lock a pillar and then goal sections were added. This update includes the following:
- Add ability to add weighting to individual goals within a locked pillar
- Add ability to upload/update multiple goals
- Add ability to export multiple goals
- Add ability to include goal specific weighting within performance reviews
Weighting Locked Pillars
Locked pillars can now be marked as weighted.
Once saved, weighted pillars cannot be unlocked. Also, removing the weighted status will permanently delete all weights associated with the pillar; a warning will appear stating this.
If existing pillars are in use, they may not be able to be weighted.
Adding Goals to Weighted Pillars
NOTE: this feature is only available for Team Member goals, and will not function in personal or organizational goals.
Within your academy's Team Member Goals, there are three buttons in the top-right that allow for adding and exporting multiple goals. A blank template can be downloaded, completed, and then uploaded into the system. Existing goals can also be downloaded, adjusted (like adding new ones), and re-uploaded.
Column O in the template will allow for adding weights to each goal entered, provided it is associated with a weighted pillar.
After uploading the template, the system will start processing the request, and the uploader will get email updates, informing them of not only progress, but also any errors that should be corrected. If errors are found, they must be corrected in the template, and re-uploaded.
NOTE: It is recommended to break files with more than 20,000 rows into smaller uploads, and smaller files process faster than larger ones. For example, four 5,000 rows files process faster than one 20,000 row file.
Performance Reviews
Within a performance review section, if a weighted pillar is selected under By pillar, the other options normally available — By type, By due date, By progress — will be unavailable. Other sections may be added to include those other options, if needed.
Weights appear while engaging in performance reviews with weights.
Reporting
The Goals Per Goal Report in the Report Builder parallels the template discussed earlier for ease of use, and does show weighted pillars, the weights used, and whether pillars are locked and unlocked.