8.9. HR Module and Employee Goals

With employee goals you give employees a revenue or product category sales target and follow the achieved value and the bonus amount. Open it from HR cockpit > Goals > Employee goals.

Setting a goal

The + button opens the Set goal form.

Set goal form with the period summary box
Set goal
  • Employee: the person who gets the goal.
  • Period: Daily, Weekly or Monthly. For a monthly goal, choose the Goal period month.
  • Type: Revenue or Product category.
  • Target amount: type an amount or adjust the Suggested value with the percentage buttons.
  • Bonus percent: calculated on the bonus base when the goal is reached.

A summary box in the form shows the current and previous period, the previous figures, the revenue so far in this period and the estimated bonus.

Click Save to create the goal.

Following goals

In Employee goals, choose a date range and click Generate report. The list shows the employee, Period, Type, product categories, Start date, End date, Target, Achieved, Achievement rate, Bonus base, Bonus percent, Bonus amount and Actions.

Employee goals list with a sample goal row
Employee goals