Configuring Goals
Waves are time-bound instances of an HR process (for example, Year-end performance assessment or Mid-year goals setting). For each Wave in a program, the administrator defines a set of eligible or required users, and those users will receive access to applicable features for a defined period of time. For instance, if an organization wants ad hoc goal settings to be live constantly, that organization can configure Waves to span multiple years.
Creating a Wave
To create a Wave, select the program to which you want to add the Wave on the Employee programs screen and complete the following steps.
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Click New Goal Wave in the top right corner of the page.
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In the details pane that opens, enter a unique name for the new Wave and (optionally) a description. Select a cycle from the Cycle
dropdown. To create a new cycle, click
Add and complete the additional steps.
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Enter a name for the new cycle, then select start and end dates for the cycle. Click Save.
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Click Continue on the New Goal Wave pane.
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See Editing Wave details for details on how to add a schedule, company goals, and enrollment information to the new Wave as well as activate it in the Wave Editor. The Wave you just created appears on the Waves list page for your new program.
Editing Wave details
To view or edit the Waves associated with a program, select the program on the Employee Programs page. The Waves page contains all of the Waves associated with that program. See Configuring Cycles and Importing and exporting options for details about the available settings and the options menu located in the top right corner of the page.
Select a Wave to view details for it in the details pane on the right side of the page.
To edit the name, description, and cycles for an existing Wave, click the details pane menu in the top right corner of the details pane and select Edit Wave Details. You will see a Deactivate option for Waves with Active statuses. When you are done editing the Wave details, click Continue.
To configure schedule, company goals, and employee enrollment for the Wave in the Wave editor, click Manage in the bottom right corner of the details pane. See below for information about those sections.
Schedule
Set start and finish dates for the phases of your Wave in the Schedule section.
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The end date entered for the Goal Setting Phase must be in the future.
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The end date entered for the Approval Phase must be the same as or after the end date of the Goal Setting Phase.
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The start date entered for the Approval Phase must be the same as or after the start date of the Goal Setting Phase.
Company goals
Click Company Goals to add company-level goals to your Wave. Company level goals are admin-defined and are generally driven by business objectives. Select the Add goals dropdown and upload a file. Click Sample Goal File to download and view the accepted structure of a file. See Manual Imports for details on uploading files and viewing upload history.
End users can add team goals and personal goals aligned with these company goals in Reporting.
Enrollment
Click Enrollment to add participants to the new Wave. Select the Add participants and upload a file. Click Sample Participant File to download and view the accepted structure of a file. See Manual Imports for details on uploading files and viewing upload history.
Activation/deactivation
Click Activate (located in the top right corner of the Wave details page) for Waves in Draft status to activate a Wave. Activating a Wave requires that the Wave contains the following:
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A valid schedule with starting and ending phases.
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At least one participant enrolled.
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At least one company goal added.
Once a Wave is activated, Deactivate appears in the place of Activate. You can also deactivate an active Wave by selecting Deactivate from the details pane menu on the Waves screen for that specific Wave.
