Define performance objectives

HR
Set up goal types
Set up goal headings
Open performance goals
Set up discussion types

Properties

Name
Define performance objectives
Description

Taken from the Microsoft Dynamics AX 2012 R3 Lifecycle Services (LCS) process model.

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Click Area Page node: Human resources -- Setup -- Performance -- Discussion types.

Click the New button.

Create a new record in the Discussion types form.

Save the record in the Discussion types form.

Click the Close toolbar button.

Close the Discussion types form.

Click Area Page node: Human resources -- Setup -- Performance -- Goal types.

Click the New button.

Create a new record in the Goal types form.

Save the record in the Goal types form.

Click the Close toolbar button.

Close the Goal types form.

Click Area Page node: Human resources -- Setup -- Performance -- Goal headings.

Click the New button.

Create a new record in the Goal headings form.

Save the record in the Goal headings form.

Click the Close toolbar button.

Close the Goal headings form.

Click Area Page node: Human resources -- Periodic -- Performance -- Goal details.

Click the New button.

Create a new record in the Goals form.

Change Weight from '0.00' to '100.00'.

Change Start date to '7/1/2013'.

Change End date to '10/31/2013'.

Change Estimated resource time from '0.00' to '600.00'.

Change Estimated resource cost from '0.00' to '10,000.00'.

Click the Add button.

Create a new record in the Goals form.

Create a new record in the Goals form.

Click the Close toolbar button.

Close the Goals form.

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Author
mrt
Source diagram

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