Index Goals Page on Talenta Performance Overview

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Zendesk Admin
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You can manage goals that can be accessed in Talenta Performance. There are 4 types of goals that you can customize, namely Individual, Team, Organization, and Company Goals.

To learn how to manage the Index Goals page on Talenta Performance, you can follow these steps.

  1. Login to your Talenta Performance Review Account.
  2. Select Goals and choose the type of goal requirement you want to create namely Individual, Team, Organization, or Company.
  3. Then, you will be directed to the Index Goals page. Here, you can perform various actions to manage goals. Here is an example of the Individual goal display.
No. Button/Column Name Description
1 Help Click to get help in the form of a guidebook page or quick tour feature.
2 Upload new goal Click to upload a new goal. Learn the guide here.
3 Create new goal Click to create a new goal. Learn the guide here.
  1. You can see the index of each tab On going, Closed, and Requested .

    - Ongoing: Display a list of goals that are currently running.
    - Closed: Display a list of goals that have been completed and stopped running.
    - Requested: Display a list of goals that are in the process of being approved. This tab appears if you are on the approval line of a goal. Learn how to create a goal approval here.

  2. The following is a display of the index on the Ongoing tab, which has the same features as the Closed tab.
No. Button/Column Name Description
1 Employee Filter Click to filter the list of goals based on the name of a specific employee as the goal owner.
2 Open approval settings Click to open the shortcut view to ESS Setting to define approval settings for goals.
3 Search bar You can use the search field to search for specific keywords in the list.
4 Checkbox Click to bring up the “Actions” button where you can perform certain bulk actions.

On the checked goal names, you can choose to do:
  • Bulk update: Mass update of goals.
  • Bulk edit: Bulk edit goals.
  • Bulk close: Mass close goals.
  • Delete: Mass delete goals.
5 Goal progress Hover over the goal progress bar and the “Update progress” icon will appear. Learn how to update goal progress here.
6 Goal history You can see a pop-up history of actions that have been performed on that goal.
7 Three dots Click to bring up options for specific actions.

- View parent goal: Click to view the parent goal of this goal.
- Align goal: Click to connect the child goal to the parent goal. Click here to learn the guide.
- Update progress: Click to update the goal progress.
- View detail: Click to view the goal details.
- Close goal: Click to close and stop the goal.
- Delete goal: Click to delete the goal.

  1. Here is a view of the index on the Requested tab .
No. Button/Column Name Description
1 Employee Filter Click to filter the list by a specific employee name.
2 Filter request type Click to filter goal requests by approval submission type All request type, Create new goal, Edit goal, or Update goal.
3 Open approval settings Click to open the shortcut view to ESS Setting.
4 Search bar You can use the search field to search for specific keywords in the list.
5 Actions Click to display the action options on the requested goal, namely View detail (view details), Approve/reject (shortcut to the inbox page to approve/reject the request), or Cancel request (cancel the submission).

You can only View detail on goals with Rejected status.

That's an overview of the index goals page on Talenta Performance. Next, you can learn about goal setting here.