Add Goals and Values

  1. Sign in to IRIS HR Professional.

  2. Go to System Tools > Utilities > Apps > Perform Framework.

  3. Select Actions > Organisation Goals & Values.

  4. Choose Create New.

  5. Complete the form using the table as a guide:

    Field
    Description/How to complete
    Name
    Enter the name of the Goal or Value.
    Date From
    Enter a Date From here if you only want the Goal/Value to apply between a particular set of dates.
    Date To
    Enter a Date To here if you only want the Goal/Value to apply between a particular set of dates.
    Use the Where Clause builder if you only want this Goal/Value to apply to
    certain employees.
    Show on Perform tab
    Select if you want the Goal/Value to appear at the top of the employee’s My Details > Perform tab.
    Active
    Select to make this Goal/Value active.

Related topics:

These are the steps you should complete before creating your appraisal templates: