Goal types (form) [AX 2012]

Updated: November 16, 2010

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Setup > Performance > Goal types.

Use this form to set up goal types that you can use to help organize worker goals and to provide instructions and guidelines to workers who are to complete the goals assigned to the goal type. When you create a goal, you must assign the new goal to a goal type.

Suppose that you want all workers to create goals for the work that they plan to complete during the year. Workers also must indicate how they plan to hold themselves accountable for the goal.

Create a goal type for annual review goals

  1. In the Goal types form, click New.

  2. In the Goal type field, enter Annual Review.

  3. In the Description field, enter Goals a worker plans to complete this year.

  4. In the Introduction field, enter instructions or specific information that a worker needs to know before creating a goal of this type.

  5. Click the User-defined fields tab and then click Add to create a custom field.

  6. In the Sequence field, enter 1.

  7. Select the Mandatory check box to require workers to complete this custom field when they create a new annual review goal.

  8. In the Subject field, enter Accountabilities.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

Enter or view information about a goal type.

User-defined fields

Add custom fields to the Goal details form. The custom fields are displayed only when you select a goal type that was set up to have custom fields.

Field

Description

Goal type

Enter a name for the goal type.

Description

Enter a description of the goal type.

Introduction

Enter text about the goals assigned to the type.

Sequence

The order in which the user-defined field is displayed on the Goals form.

Mandatory

Select this check box to make the selected user-defined field mandatory for workers when they create a new goal.

Subject

Enter the name of the user-defined field. This is the name of the field that is displayed in the Goal details form.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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