Goals

Configure goals for employees.

Create goals

1. Menu → Variable Compensation → Goals.
2. Click +.
3. Set Goal name.
4. Pick Goal type from the list.
5. Check Accumulable if goals can stack; if unchecked, the most specific goal prevails.
6. Scope: Individual or Zone.
   • Individual: select user, zone, category.
   • Zone: in Activation, pick users/zones that trigger the goal; in Beneficiaries, pick users/zones/categories who receive the bonus.
7. Select the year and click Add. Depending on goal type (Monthly/Quarterly/Annual), configure periods:
   • Monthly: pick month → set Target value (Min/Max) → Achievement % → Tier type → Bonus amount → Add tier. Repeat months.
   • Quarterly: pick Q1/Q2/Q3/Q4 → set target, % achievement, tier type, bonus → Add tier. Repeat quarters.
   • Annual: set target, % achievement, tier type, bonus → Add tier.
8. You can copy Target & Tiers from one period via Copy.
9. Click Create Goal to save.
10. Delete via trash → Delete. Duplicate via duplicate → edit → Save changes. Edit via pencil → Confirm.

Filter goals

1. Menu → Variable Compensation → Goals → Filters.
2. Filter by Goal types, Scope, Value type, Payroll incident type, Period. Save via Favorites, reset with Reset, apply with Apply.

Export XLS

1. Menu → Variable Compensation → Goals → XLS.
2. Downloads Excel with goals (respects filters).