Updated in September - 2024 | Subscribe to watch greytHR how-to video
The Performance Management System (PMS) is a strategic feature designed to enhance performance and align it with the company's objectives. It integrates individual goals with the company's strategy.
Goal plans are a critical component of PMS, acting as a roadmap to help align employees' efforts with the company's objectives.
The Goal Plans page in the ESS portal allows you as an employee to set clear, measurable goals that drive your success. These goals serve as benchmarks to evaluate your performance, provide ongoing feedback, and support your growth through performance appraisals. They also help you identify opportunities for training and development, ensuring continuous improvement on your career journey.
You can perform the following actions on the Goal Plans page:
Create goals and send them for approval
Update your goals
Refer to the table for goal plan statuses and the actions needed at each stage.
| Goal plan status | Action to be taken |
|---|---|
| Unassigned (Goal plan created but goals are not assigned) | Create goals and send for approval. (This is only possible when your admin grants you permission to create goals. Otherwise, you will need to wait for your manager to assign them to you) |
| Assigned (Goals created and approved) | Update the goals/Start working on goals. |
| Pending for approval (Goals created and waiting for approval) | The goal plan is sent for approval. An option to withdraw goals. |
| Needs modification (Goal Plan rejected) | Edit the goals and resubmit for approval. |
As employees, you create goals for the goal plans your managers design and then submit them for approval. You can view the status of goals on the goal plan card. Goal plans with an Unassigned status indicate that you need to create goals.
To create goals and send for approval, perform the following actions:
From the greytHR ESS portal, navigate to Performance Management > Goal Plan. The Goal Plan page opens.
Select the required goal plan. The Unassigned status on the goal plan means that the goals still need to be assigned and you must add the goals.
Click Get Started. The selected goal plan opens.
Note: You can create new goals by clicking the Create Goal button or assign goals for the configured goal plan.
Under the Draft Goals section:
Double-click the Category dropdown list to select the required category.
Double-click the Enter goal here text box to add a goal for the selected employee.
Double-click the Weightage text box to add weightage.
Note: You must ensure to classify your goals to match the weightage equivalent to 100.
Double-click the Enter milestone here text box to add a milestone for the goal.
Note: Milestones are small, achievable tasks for each goal. The progress of the goal is achieved by tracking the progress of the milestones. You can enter multiple milestones based on the goals.
Double-click the Weightage text box to add weightage to the milestone. You must ensure, to sum up the milestone weightage to 100.
Click Send for Approval. The Send for Approval pop-up appears.
In the Remarks text box, add the remarks.
Click Confirm. A success message appears and the status Draft Goals changes to Pending for Approval Goals.
Note:
You can delete the goal by clicking the Delete icon available on each goal row.
You cannot edit the goals that are sent for approval.
After sending the goals for your manager’s approval, you can withdraw them by clicking the Withdraw button. Once withdrawn, the status of Pending for Approval Goals changes to Draft Goals. The status of the goal plan on the Goal Plans page also changes to Pending Approval.
The Check-in 🗨️ icon available on each goal row directs you to the Check-in tab to add your thoughts or messages about the goal.
Click the ↗ icon available on each goal row to check the Activity Log of that goal.
As employees, you create goals for your goal plans and submit them for approval. You can view the status of goals on the goal plan card. Goal plans with an Unassigned status indicate that you need to create goals.
To update your goals, perform the following actions:
From the greytHR ESS portal, navigate to Performance Management > Goal Plan. The Goal Plan page opens.
Select the required goal plan. The Assigned status on the goal plan card indicates that the goals are approved.
Click View Plan. The selected goal plan opens.
Under the Assigned Goals section, click the ↗ icon. The selected goal opens and displays information such as the Status, Progress, Weightage, and Assigned to.
Under Milestones, use the Progress bar to update the status of the goal.
Note:
The Check-in tab allows you to add your thoughts or messages about the goal.
The Activity Log tab displays all the actions taken to reach the goal.
Other related links:
Leverage performance reviews for self-assessment and feedback
Utilize Engage module to break the routine and boost engagement
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