How to Create and Manage Goal Tracking

Introduction #

Goal Tracking in Cosmic HRM helps you monitor and achieve organizational objectives effectively. This guide will walk you through the steps to create and manage goal tracking details in the Performance Setup module.

Prerequisites #

• Branch: Ensure you have branches set up in the system.
• Goal Types: Pre-defined goal types should be available.

Steps to Create Goal Tracking in Cosmic HRM #

1. Login to Cosmic ERP
   • Enter your username and password to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • In the main menu, click on ‘HRM System’.
3. Access Performance Setup
   • Click on ‘Performance setup’ from the HRM System menu.
4. Go to Goal Tracking
   • Click on ‘Goal tracking’ to view the goal tracking dashboard.
5. Initiate Goal Creation
   • Click on the ‘Create’ button (denoted by a ‘+’ icon).
6. Fill in Goal Tracking Details
   • Branch: Select the branch where the goal applies.
   • Goal Type: Choose the type of goal from the predefined list.
   • Start and End Date: Select the start and end dates for the goal.
   • Subject: Write a concise subject for the goal.
   • Target Achievement: Specify the target achievement for the goal.
   • Description: Provide a detailed description of the goal.
   • Status: Select the current status of the goal (e.g., In Progress, Completed).
   • Rating: Assign a rating to the goal tracking progress.
7. Create the Goal
   • Once all the details are filled in, click on ‘Create’ to save the goal.

Conclusion #

Creating and managing goal tracking in Cosmic HRM is essential for maintaining organizational focus and achieving objectives. By following these steps, you can efficiently set and monitor goals within your organization.