Assign Objectives and Activities—Exercises

Basic Data Setup

Create Predefined Employee Objectives

Purpose: The purpose of this exercise is to create general sales objectives to measure performance of employees.

Windows:
Predefined Objectives and Activities

1. Create the following sales objectives as predefined employee objectives. 

   Employee Objective	Description	Target
   Cash Collection	Improve the cash collection.	Cash collection to be done within 30 days.
   Sales Target	Achieve the specified sales target.	Target of USD 50,000
   Sales Avenues	Identify new sales avenues	Identify areas for new sales.

2. Create the following activities under the Sales Target objective define in the above step.

   Employee Activity	Description	Target	Default
   Achieve a sales target of 1st Quarter.	Achieve the specified sales target.	Target of USD 15,000	True
   Achieve a sales target of 2nd Quarter.	Achieve the specified sales target.	Target of USD 25,000	True
   Achieve a sales target of 3rd Quarter.	Achieve the specified sales target.	Target of USD 40,000	True
   Achieve a sales target of 4th Quarter.	Achieve the specified sales target.	Target of USD 50,000	True

Basic data exercise for creating predefined employee objectives. 

Create Periods for Performance Evaluation

Purpose: The purpose of this exercise is to create periods during which employee performance should be measured.

Windows:
Performance Periods

1. Define the evaluation period as 2012 with the following details.

   Performance Period	Valid From	Valid To
   2012_Year_End	01/01/2012	31/12/2012

Basic data exercise for creating periods for performance evaluation.   

Create Status Options for Performance Evaluation

Purpose: The purpose of this exercise is to create the default status of objectives and activities you connect to the employee.

Windows:
Performance Status

1. Create the Initial status as the default status value.

Basic data exercise for creating status options for performance evaluation.

Define Employee Selection Template

Purpose: The purpose of this exercise is to define employee selection templates so that employee groups based on specific criteria can be selected.

Windows:
Employee Selection Templates

1. Create the employee selection template PAYRL.

General exercise use employee selection templates.

Define Position Access

Purpose: The purpose of this exercise is to setup the position access required for this exercise.

Windows:
Employee
Position Access

1. Setup position access so that ALAIN is the supervisor of ALEX in company 10 IFS Racing AB.

General exercise for maintaining position structure. 

Main Exercise

Purpose: The purpose of this lesson is to assign sales objectives and related activities to employee ALEX. See that the employee is assigned to objectives and activities as detailed in the table below.

Windows:
Employee Objectives
Employee Activities
Employee Objectives and Activities

Assign Objectives to Individual Employees

1. Open the Employee Objectives window and create a new record.
2. Enter the employee ID of ALEX in the relevant field.
3. Enter 2012_Year_End as the period during which the employee's performance is measured.
4. In the Objective ID field, enter the predefined objective 'Cash Collection'. You can select this value using the available list.
5. The start and end date for the objective is by default the start and end date of the period 2012_Year_End.
6. Set the weight of the objective to 40.
7. Select the Use Activity Rating check box for this objective.
8. Save the information.
9. Duplicate the record you created above, change the objective to 'Sales Avenues' and the period to 2012_Year_End. You can select this value using the available list.
10. Set the weight of the objective to 20.
11. Save the information.
12. Duplicate the record you created above and change the objective to 'Reduce existing operation cost by 10%' and the period to 2012_Year_End. Note that this is not a predefined objective, therefore you should manually enter the objective ID and description.
13. Set the weight of the objective to 10.
14. Save the information.

Note: The status of the employee objectives is by default Initial since this is the status defined with the lowest sequence number.

Assign Objectives and Activities to Multiple Employees

1. Open the Predefined Objectives and Activities window.
2. Select the predefined objectives 'Sales Target'.
3. Right-click and click Connect Objective to Multiple Employees. The Connect Objectives to Multiple Employees dialog box will open.
4. Enter PAYRL as the template ID. Select value from the list.
5. In the Performance Period field, enter a period. Enter the 2012_Year_End as the period. You can select the value from the list.
6. Enter ALAIN as the person responsible and the evaluator of the objective in the relevant fields.
7. Click OK.
8. Open the Employee Objectives window and populate. All the employees who belong to template PAYRL will have the 'Sales Target' objective assigned to them.
9. Open the Employee Activities window and populate. All the employees who belong to template PAYRL will have the activities assigned to them under the 'Sales Target' objective.

Note: The status of the employee objectives is by default Initial since this is the status defined with the lowest sequence number.

Create Activities for the Employee Objective

1. Open the Employee Activities window and create a new record.
2. Enter the employee ID of ALEX in the relevant field.
3. In the Performance Period field, enter 2012_Year_End as the period.
4. Now, if you select the list of values for the Objective ID field, the objectives you connected to ALEX in the previous procedure will be '
5. In the Activity ID field, enter 01.
6. In the Activity Description field, enter 'Collect cash of 25% of invoices within 30 days' as the description.
7. Enter the Activity Start and Activity End dates as 01/01/2012 and 31/03/2012 respectively.
8. Set the Weight of the activity to 25.
9. Save the information.
10. Duplicate the record and enter the other activities for the employee's objectives as specified in the table.

Note: The status of the activities is by default Initial. Also, there are no activities defined for the 'Reduce the existing operation cost by 10%' objective.