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Department Goal Search Functionality

Summary

 The Search Functionality in the Department Goals section allows managers to quickly find specific goals within a department. You can search by goal title, assigned team member, status, or due date. This feature makes tracking and managing departmental goals easier and more efficient.

In this article

  • Before you begin
  • Step 1:  Accessing Department Goals
  • Step 2: Using the Search Bar
  • Step 3: Refining Search Results
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have manager or admin access to the Department Goals section in PlummHR.
  • Ensure that goals are already assigned to your department; only existing goals can be searched.

Step 1: Accessing Department Goals

  1. Navigate to Goals > Department Goals from your dashboard.
  2. The page will display all departmental goals, along with progress bars, total goals, and last updated dates.

Step 2: Using the Search Bar

  1. Locate the search bar at the top of the Department Goals page.
  2. Type in keywords to search for goals. You can search by:
    • Goal Title (e.g., "Increase Sales")
    • Assigned Team Member (e.g., "John Smith")
    • Status (e.g., "Completed", "In Progress")
    • Due Date (e.g., "August 2025")
  3. As you type, the results will automatically filter to display matching goals.

Step 3: Refining Search Results

  1. After entering a search term, use the column headers to further filter results:
    • Progress: Filter goals based on completion percentage.
    • Last Updated: Filter by the date the goal was last updated.
  2. Combine multiple search criteria to quickly narrow down specific goals within the department.

Frequently Asked Questions (FAQ)

1. What can I search for in Department Goals?

 You can search by goal title, assigned team member, goal status, or due date.
 
 

2. Can I search for goals assigned to specific team members?

 Yes, type the team member’s name in the search bar to view only the goals assigned to them.
 
 

3. Can I combine search criteria?

 Yes, you can enter multiple keywords or filter by different columns (e.g., progress or last updated) to narrow down your results.
 
 

4. Will the search show past or completed goals?

 Yes, all goals assigned to the department will appear in search results unless they are archived or deleted.
 
 

5.What happens if no results match my search?

 If no goals match your search term, the page will display “No results found.” Try adjusting your search terms or filters.
 


6.Can I search for goals by year?

 Yes, you can use the Year Dropdown in combination with the search bar to filter goals by a specific year.
 
 

7. Does the search update automatically?

 Yes, as you type in the search bar, the Department Goals list filters in real-time to display matching results.
 

8.Can I sort the search results?

 Yes, use the column headers (e.g., Goal Title, Progress, Last Updated) to sort the filtered goals.