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How to Request Create New Goal and Edit Goal

Article author
Learning Center Mekari
  • Updated

In Talenta Performance, if the Super Admin implements an approval policy for creating new goals (create new goal), making changes (edit), and updating achievements (update), employees can submit approval requests for team, organization, company, or individual goals. Employees can then wait for approval from the goal approval owner, which has been configured by the Super Admin role owner.

The following are the steps for creating and editing goals in Talenta Performance.

Important
The following guide only covers how to Request Create New Goal and Edit Goal. To read the guide on how to Request Update Goal, click here.

  1. Visit the performance management page on the web at review.talenta.co

  2. Go to the Goals menu, then click one of the goal types (Individual / Team / Organization / Company).

A. Request Create New Goal

  1. Click "Actions", then “Create goal” to create a goal.
  2. Select one of the goal types. Then, click "Create goal".

  3. Fill in the required information in the following fields.

    No. Field Name Description
    1 Change the selected goal type Change your selected goal type, which is Individual, Team, Organization, or Company.
    2 Goal owner Change or select the owner responsible for access to view, create, and edit goals.
    3 Goal name Enter the goal name.
    4 Goal category If you enable Goal category in the goal settings, you must select the desired goal category.
    5 Description Enter a more detailed description of the goal (optional).
    6 Goal cycle Select the goal period type.
    7 Goal period

    Enter the goal start and end dates in the Start Date and Due Date fields.

    The due date must be at least one day after the start date.
    8 Measurement unit

    Select the measurement unit based on Percentage (percentage %), Number (number), or Rupiah.

    You can check “repeat measurement and reset after cycle ends” to repeat and reset the goal measurement after a goal cycle ends.
    9 Baseline - Target
    • Baseline: Determine the reference point used for comparing goals.
    • Target: Enter your desired target using the selected measurement unit.
  4. You can also add a Key result (optional for individual/team/organization goals) to measure your Key Result goals by clicking “Add key result”.

  5. The following sidebar will appear.

    No. Field Name Description
    1 Key result name Enter your key result name.
    2 Description Enter a more detailed description of the key result.
    3 Measurement type

    Select the key result measurement type based on Increase KPI for an increasing target or Decrease KPI for a decreasing target.

    If you select Increase KPI, the Target must be greater than the Baseline. Conversely, if you select Decrease KPI, the Baseline must be greater than the Target.
    4 Measurement unit Select the measurement unit based on Percentage (percentage %), Number (number), or Rupiah.
    5 Baseline Determine the reference point used for comparing the Key Result.
    6 Target Enter your desired target using the selected measurement unit.
    7 Goal progress mechanism

    You can choose one of two ways to update the goal or key result progress:
    - Update value accumulation: Click to manually update the entire accumulated achievement.
    - Update value per event: Click to update the accumulation based on each event. The system will automatically accumulate the values.

    If you select update value per event for the key result, the system will ignore the goal progress mechanism for the Goal because the goal progress will follow the key result progress.
  6. You can also add optional settings by clicking Set configuration.

  7. The sidebar Goal configurations. will appear. In the first section, you can configure Goal details.

    No. Button Name Function
    1 Align goal

    Click to create a new goal that will be linked to a team, organization, or company goal. The following dropdown appears when you select Align goal, where you can select how to align goals with one another.

    You can link goals to the Key result of a parent goal (if any). The rules are as follows:
    - Individual goals can be aligned with team or organization goals.
    - Team goals can be aligned with organization goals.
    - Organization goals can be aligned with other organization goals or company goals.
    2 Goal weight

    Click to determine the goal weight (Goal weight) for calculating the goal score when it is included in a review.
    3 Repeat goal Click to activate the feature that repeats the goal automatically in the next period.
    4 No baseline Click so that the goal and key result are based on the final target amount, with no baseline. You can apply this to both decrease and increase KPI goals.

  8. You can then optionally manage the Target detail settings.

    No. Button Name Function
    1 Measurement type

    Select the goal measurement type based on Increase KPI for an increasing target or Decrease KPI for a decreasing target.

    If you select Increase KPI, the Target must be greater than the Baseline. Conversely, if you select Decrease KPI, the Baseline must be greater than the Target.
    2 Show the actual percentage of the goal and key result achievement Click the checkbox to disable automatic rounding of the goal and Key Result Achievement percentages. The number displayed will therefore be the actual number.
    3 Goal progress mechanism

    You can choose one of two ways to update the goal or key result progress mechanism:

    - By summary achievement: Click to manually update the entire accumulated achievement.

    - By achievement value per event: Click to update the accumulation based on each event. The system will automatically accumulate the values.
    4 Goal contributors

    Add contributors to participate in updating this goal. You can choose from the following options:

    - All members: Select this if all team or organization members can update this goal.

    - Selected members: Select this if only selected members of a particular team or organization can update this goal. You can then select the names of the employees.
  9. Return to the Create new goal page. If the configuration details, including the Key results, are correct, check “Submit and create new goal” and “Submit”.

  10. You can then view the status of your goal request in the Requested tab on the goals page.

    - Rejected: The goal request was rejected.
    - Pending: The goal request is under review.

  11. Once the goals are approved by the approver, they will appear in the Ongoing Goals tab, and the goal owner and users associated with the goals can update the progress.

B. Request Edit Goals

  1. If you want to edit a goal, click ”Actions", then select View detail.

    If the goal is the parent of another goal, a “down arrow” icon will appear. When you click it, the other goal will be displayed as a blue arrow.

  2. Then, click “Actions", and select "Edit goal”.

  3. You will then be directed to the Edit goals page, where you can change some of the data you previously saved.

    - The type, goal owner, and measure progress fields cannot be edited.
    - The Measurement type and key result in Goals cannot be edited once progress on the Goals has been updated.
    - In the goal cycle, the goal end date must be today or later.
    - If you have performed the Closed Goals action, the goal can no longer be changed.

  4. Select “Save” once the changes are correct.
    REQG9.png

  5. You can then view the status of your goal request in the Requested tab on the goals page.

    - Rejected: The goal request was rejected.
    - Pending: The goal request is under review.

That is how to submit an approval request to create a new goal and edit a goal in Talenta Performance. Next, you can learn how to submit an approval request to update goals here or how to upload an Attachment to Goals here.