At this page, you can create target agreement profiles. A target agreement profile consists of a set of target agreement groups and targets. A target agreement profile will be used for reviewing the targets of employees. Once created, the status of the target profiles will be set to Open. You can list them by clicking the start date hyperlink for the latest target agreement profile at Target agreement profiles, under the General section of an employee card. From the list, you can click one of the hyperlinks for the target agreement profiles to view or modify the corresponding information.
To create a target agreement profile, open an employee card. Under the General section of an employee card without any target agreement profile, click the hyperlink at Target agreement profiles. Under the General section of an employee card with target agreement profile(s), click the start date hyperlink for the latest target agreement profile at Target agreement profiles instead. Click Target agreements to list all the target agreement profiles defined for the employee, and then click New.
To create target agreement profiles, function right 95 - Maintain target agreement is required. Users with the HR role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to save the target agreement profile. You can only save it if the validity period does not overlap with the validity period of any of the existing target agreement profiles. If a background job is running, a request to initiate the target agreement review cycle, starting with a request to the direct manager to set targets with the employees will be automatically created once it is saved. Otherwise, you can manually create the request at HRM/Setup/Target agreement/Generate target agreement request.
Click this to save the target agreement profile and create another one. You can only save the target agreement profile if the validity period does not overlap with the validity period of any of the existing target agreement profiles.
Click this to exit and return to the previous page.
In this section, you can define the description and validity period of the target agreement profile as well as attach a policy document to it.
This displays the person's ID, name, and the number of years and months the person has been employed. Click the hyperlink to view the corresponding employee card.
This displays the job title and level of the person.
This displays the name of the direct manager of the person. Click the hyperlink to view the corresponding employee card.
This displays the minimum and maximum number of targets that can be defined for the target agreement profile.
Type or select a policy document to be linked to this target agreement profile. Once selected, the description of the document will be displayed. Click the hyperlink to view the corresponding document.
By default, the ID and name of the person will be displayed. If required, type a short description of the target agreement profile. This information is mandatory.
This displays the validity period of the target agreement profile. By default, the validity period is from the first day of the current year to the first day of the next year. If required, type or select a different validity period. This information is mandatory.
If you wish to copy the target agreement profile of another person, you can select one of the target agreement profiles of the defined employee under this section to be copied to the current person.
Type or select an employee to copy the target agreement profile of this person to the current person. You must select a person who already has a defined target agreement profile.
Note: Once selected, the Target agreement information is mandatory.
Select one of the options to copy this target agreement profile to the current person. This information is mandatory if you have selected a person.
Note: The option(s) are only available if one or more target agreement profile(s) have been defined for the selected people. The options available depend on the target agreement profiles defined for the selected person.