Objectives Dashboard

You can use the Dashboard to check which items are due next, and take action, as
necessary.

Screen

Objectives Dashboard

How to…

This section describes how to use the Dashboard.

Manage the To Do List

1. Click the Dashboard tab. The Dashboard appears.

2. Click a link (identified by bold) to initiate an action to complete the task.
For example, click the word “Submit” in the following To Do List entry:
Submit Tony’s plan for approval

3. Complete the task, as required.

Display the Calendar

You can use the calendar to graphically check for upcoming events and deadlines.

1. Click the Dashboard tab. The Dashboard appears.

2. Click the View Calendar button on the orange (or red) calendar alert. The calendar
appears as an overlay showing events and deadlines as icons.
Hover over an icon to display a tooltip showing its meaning.

3. Click the left and right arrow buttons to navigate to the previous and next month
respectively.

 

Manage My Team’s Objectives

Managers can use the My Team’s Objectives section to display an overview of their
team’s objectives, organized by period.

note: Only periods defined as visible (in the Plan Design > Periods area) and periods
with plans that have not been submitted for payout appear in the My Team’s Objectives
section.

1. Click the Dashboard tab. The Dashboard appears.

2. Scroll to the My Team’s Objectives section, and click a period to expand the
panel to show more details about the period.
The information you see depends whether you are in the Create, Track, or Measure
phase for the period.
Click the period title again to hide details about the period.

3. Check the progress indicator for the period.
In the Create phase, the progress indicator shows how many employees have
completed and approved plans. In the Measure phase, the progress indicator
shows how many employees have been completely measured and approved.

4. Click the button to display a dialog allowing you to choose the person
for whom you want to create a plan.

Do the following:

a. Click the icon of the person. The My Team > Create Plan screen appears.
b. Add an objective to the plan of the person, or create a new objective.
For more information, see “Add an Objective to a Plan” on page 20 and “Create
a New Objective”
Alternatively, click the icon of the person directly on the Dashboard to display the
My Team > Create Plan screen for the person.

note: The individual status for each person can be different than the status that
appears on the button. For instance, three of the people on your team might be
indicating Measure, but the button might still be visible because
you have not yet created a plan for one or more people.

5. Click the  button to display a dialog allowing you to choose the
person to whom you want to submit the plan.
Click the icon of the person. The My Team > Create Plan screen appears.
Alternatively, hover over the icon of the person directly on the Dashboard to display
the available actions, which include the following:

• Details—Click to display the My Team > Review Plan screen for the person.
• Estimate—Click to display the My Team > Estimate screen for the person.

6. Click the  button to display a dialog allowing you to choose the
person whose objectives you want to measure.
Click the icon of the person. The My Team > Measure screen appears for the person.

 

Manage Objectives

1. Click the Dashboard tab. The Dashboard appears.

2. Scroll to the My Objectives section, and click a period to expand the panel and
display the objectives within the plan.

3. Click the  button to review the plan.
Alternatively, click an objective to reveal details about the objective. The My
Objectives area appears allowing you to review the plan and manage your
objectives.