Natural HR allows you to allocate individual goals to employees that they will be required to achieve by a certain date. The employee and their manager can view and update these goals and the manager can report on individual employee goals' progress via a dedicated Employee goals data source.

Click here for more information on how to create an Employee goal.

Once allocated, an employee will be able to log in to their self-service accounts via:

Self service -> My development -> My goals

and update their progress on the goal as well as enter comments.

You can choose how updates are added to the goal via

Administration -> Company -> Settings -> Company Settings

In the Performance management section you can choose Standard or Incremental from the 'Performance goal system' dropdown. 

If you choose 'Incremental' then you will see:

1. The most recent update which will display as 'Status'
2. A history of all previous updates showing what, when and by whom the update was added.

To view these goals with their updates you can create a report by going to:

Reporting -> Report builder

Click on 'New report' then create a report using these settings (this is just an example, you can choose your own settings if you want to):

1. Report type: Table
2. Select a Data source: Employee goals - incremental
3. Select a report name: Employee goals - incremental (suggested)
4. Select a Report description: You can leave this blank
5. Select fields (suggested):

• • Employee ID
  • Full Name
  • Goal name
  • Goal update - status

6. Select group by field: No group
7. Select Aggregates: None
8. Select order by fields: No order
9. Select filters: No filters 

You can then click on the 'Edit report' button followed by the 'View Report' button.

Here is the report containing the

1. Goal name
2. Goal update - status
3. Goal target
4. Employee ID for each Employee that has a goal set  
5. There are 35 entries or records in this report which contains all of the different goals (Goal name)

You can refine the report by adding a field to group by, aggregating a field, ordering data in specified columns and applying filters. These are suggested settings to your report by clicking on 'Edit report', in this example we are going to modify the report so that it just shows the incremental goals for just one employee for FY19:

1. Report type: Table (this cannot now be edited)
2. Select a Data source: Employee goals - incremental (this cannot now be edited)
3. Select a report name: Mohammad Horton FY19 Quarterly £150K Targets
4. Select a Report description: You can leave this blank
5. Select fields (suggested, substitute values where necessary for your specific data):

• • Employee ID
  • First name (remove, name included in title)
  • Surname (remove, name included in title)
  • Goal name
  • Goal update - status
  • Goal target (remove, name included in title)
  • Goal update - date

6. Select group by field: Goal name
7. Select Aggregates: None
8. Select order by fields: Goal update - date Ascending
9. Select filters (suggested, substitute values where necessary for your specific data): 

Goal type - Equals - Individual

AND

Goal category - Equals - kpi 

AND

Goal name - Contains - individual

AND

Goal name - Contains - FY19

AND

Surname - Equals - Horton

Now click on 'Edit report' followed by 'View Report' to see the report. The report will look something like this:

1. This report name shows the employee's first and last name (fields were removed from the report), also what the quarterly targets were, in this case £150K per quarter and for the FY19 financial year.
2. The targets are grouped by the Goal name field.
3. Each incremental goal status is listed here for each goal
4. The date and time for each goal update is shown here

Please note: Depending on the type of goal status, e.g. for a goal with a list (Red, Amber, Green, Gold,      Silver, Bronze etc) it may not be possible to sort on the goal status values. In this case we have sorted on the Goal update - date field values, Ascending i.e. oldest to newest.  

Click here for more information about reporting goals using the Employee goals standard data source.