Automatically move goals to the next performance appraisal
Carryover Goals for Sage HRMS HR Actions enables goals set on a performance review or goal setting form to be automatically carried over to the next performance appraisal. “Future” goals set on a completed form can be carried over into “Past” goals for evaluation on performance reviews. In addition, this plugin can be used by a manager to alter goals mid-year and by the employee to update interim status of goals during the year.
Save time
Automating the carryover of goal text from one form to another eliminates the manual process of duplicate data entry.
Easy setup
Once you have your performance appraisal or goal setting created in HR Actions, setting up Carryover Goals is easy and requires no programming.
Empower employees
Employees can continue to edit their goals throughout the year and review previously set goals at the end or the beginning of a performance appraisal cycle.
Customizable
Templates can be edited by adding fields, changing, rearanging, or omitting section headers “Past Goals” and “Future Goals.” Field labels related to a question can also be edited.
Unlimited carryovers
No limit to the number of times a goal can be carried over within a given year. This enables more manager and employee goal-related feedback.
Questions and comments
Open questions allow managers and employees to edit the same text area for a goal. Managers and employees can enter comments in their own text areas.
Paperless
Paperless forms, good for the environment, streamline the process, making routing and tracking goals easier.
