You can manage goals that can be accessed in Talenta Performance. There are 4 types of goals that you can customize: Individual, Team, Organization, and Company goals.
To learn how to manage the Goals Index page in Talenta Performance, follow these steps.
Log in to your Talenta Performance Review Account.
Select Goals, then select the type of goal you want to create: Individual, Team, Organization, or Company.
You will then be directed to the Ongoing tab. Here, you can perform various actions to manage goals. The following is an example of the Individual goal view.
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You can view the index of each tab: Ongoing, Closed, and Requested.
- Ongoing: Displays a list of goals that are currently in progress.
- Closed: Displays a list of goals that have been completed and are no longer in progress.
- Requested: Displays a list of goals that are in the approval request process. This tab appears if you are an approval line for the goal. Learn how to create an approval goal here. -
The following is the index view of the Ongoing tab, whose features are the same as those in the Closed tab.
No. Button/Column Name Description 1 Employee filter Click to filter the goal list by the name of a specific employee as the goal owner. 2 Goal category filter Click to filter goals by goal category. 3 All filters Click to open a more comprehensive filter sidebar so that you can narrow your search based on the filters you set. 4 Open approval setting Click to open a shortcut to ESS Setting to determine the approval settings for the goal. 5 Adjust column Click to set which columns are displayed in the table. 6 Search bar You can use the search field to search for specific keywords in the list. 7 Checkbox Click to display the “Actions” button, where you can perform certain bulk actions.
For the selected goal names, you can choose to perform the following:- Update selected goals: Bulk update the selected goals. This option is not available for goals that require an attachment.
- Edit selected goals: Bulk edit the selected goals.
- Close selected goals: Bulk close the selected goals.
- Delete selected goals: Bulk delete the selected goals.
8 Goal progress You can monitor goal progress in this section. Learn how to update goal progress here. 9 Goal history You can view a pop-up of the history of actions performed on the goal. 10 Actions Click to display certain action options.
- Align parent goal: Click to connect the child goal to the parent goal. Click here to learn the guide.
- Update progress: Click to update goal progress.
- View detail: Click to view goal details.
- Edit goal: Click to edit goal details.
- Close goal: Click to close and stop the goal.
- Delete goal: Click to delete the goal. -
The following is the index view of the Requested tab.
No. Button/Column Name Description 1 Employee filter Click to filter the goal list by the name of a specific employee as the goal owner. 2 Filter request type Click to filter goal requests by approval request type: All request type, Create new goal, Edit goal, or Update goal. 3 All filters Click to open a more comprehensive filter sidebar so that you can narrow your search based on the filters you set. 4 Open approval setting Click to open a shortcut to ESS Setting. 5 Adjust column Click to set which columns are displayed in the table. 6 Search bar You can use the search field to search for specific keywords in the list. 7 Target goals You can monitor the target of the goal in this column. 8 Actions Click to display action options for the requested goal: View detail (view details), Approve/reject (shortcut to the inbox page to approve/reject the request), or Cancel request (cancel the request).
You can only select View detail for goals with the Rejected status.
That concludes the overview of the Goals Index page in Talenta Performance. Next, you can learn about goal setting here.