When a Performance Cycle is active and ongoing, the objectives can still be modified. The HR Admin can choose to apply these modifications to the future and current cycles, or only to the current cycle.
To learn more on how to do so, refer to the steps below.
MANAGING THE OBJECTIVES :
1. At HR Lounge, click on Performance.
2. Click on the Objective tab.
HOW TO EDIT EXISTING OBJECTIVES / ADD NEW OBJECTIVES? :
The example shown below is for editing an existing objective. The same steps can also be applied when adding a new objective.
1. At the objective you wish to modify, click on the Edit icon.
2. Edit the objective by adding the new information in the relevant field(s).
(For example, changing the weightage or category.)
3. At the Save options field, choose:
a. "DO NOT APPLY TO CURRENT CYCLE" >
To apply the modifications to the FUTURE cycle only. (NOT the current cycle)
OR
b. "APPLY TO CURRENT CYCLE" >
To apply the modifications to both FUTURE AND CURRENT cycles.
*TAKE NOTE, modifications applied to the current cycle will affect ongoing appraisals.
4. Click Update Objective to complete the modification.
Once the modifications have been completed, you may view the newly modified objective's updated date and time information.
Before modifications :
After modifications :
If you selected "DO NOT APPLY TO CURRENT CYCLE" when saving your modifications, a "briefcase" icon will appear indicating the updated objective was not applied to the current cycle.
*TAKE NOTE, it will, however, be applied to the future cycle.
If you change your mind and wish to now include the updated objective in the current cycle as well, you may do so by clicking on the "briefcase" icon, and the "Apply" button to confirm the action.
*TAKE NOTE, the modifications will then apply to the current cycle and future cycles.
Any modifications applied to the current cycle will affect ongoing appraisals.
Successful application notification :
Updated date and time information :
The newly modified objective's update date and time information will also be visible in the employee's performance report :
