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Department Goal Year Dropdown

Summary

 The Year Dropdown in the Department Goals section allows managers to filter and view goals for a specific year. This feature helps track departmental performance over time, compare progress year-over-year, and focus on relevant goals for planning and reporting.

In this article

  •  Before you begin
  • Step 1: Accessing the Department Goals Section
  • Step 2: Using the Year Dropdown
  • Step 3: Viewing Goals by Year
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need access to the Team Goals section in PlummHR, which is available to managers and team leaders.
  • Make sure each team member has their goals set and assigned.

Step 1.Accessing Team Goals

  1. Go to Goals > Team Goals from your dashboard.
  2. You will see a list of all team members with the number of goals assigned, their progress, and the last update for each goal.

Step 2. Viewing Individual Goals and Progress

  1. Under Team Goals, you will see the following columns:
    • Name: Displays the team member's name.
    • Goals: The number of goals assigned to each team member.
    • Progress: A visual progress bar indicating the completion percentage of their goals.
    • Last Updated: Shows the last time a goal was updated or modified for the team member.
  2. Click on the name of any team member to view further details about their individual goals, including descriptions, deadlines, and progress.

Step 3. Adding New Goals

  1. Select a year from the dropdown.
  2. The page will refresh to display only the goals assigned for the selected year.
  3. You can view:
    • Goal Title
    • Assigned To (team or individual)
    • Progress Percentage
    • Last Updated Date
    • Status (e.g., In Progress, Completed)
  4. Use this filtered view to analyze departmental performance or plan for upcoming goals.

Frequently Asked Questions (FAQ)

1. What is the purpose of the Year Dropdown in Department Goals?

It allows managers to filter and view departmental goals for a specific year, providing a clear overview of progress and performance over time.

2 . What happens when I select a different year?

The page refreshes to display only the goals assigned for the selected year, including progress and updates.
 
 

3. Can I view goals from multiple years at the same time?

No, only one year can be selected at a time. You need to switch between years to view goals from different periods.
 
 

4. Why is a certain year not listed in the dropdown?

If a year is missing, it means no departmental goals were assigned or created for that year.
 
 

5. Does selecting a different year affect the overall departmental progress?

Yes, the overall progress bar updates to reflect only the goals for the selected year.
 
 

6. Can I add or edit goals for a previous year?

You can add or edit goals for any year if your permissions allow, but typically goals are created for the current year.

 

7. How do I know which goals belong to the selected year?

The goals shown on the page correspond to the selected year. The Last Updated date can also help confirm which goals were active during that year.