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Targets in eloomi Appraisals

Submit button is missing. How to pause an Appraisal process. Appraisal emails have been triggered again.

Ena Rosaroso Jacobsen avatar
Written by Ena Rosaroso Jacobsen
Updated over 3 years ago

This article explains the role and necessity of Targets in eloomi Appraisals, their configuration, and how to use their logic to pause a process.

A Target refers to the next step the user will move to when the current step’s action has been completed and submitted.

To update or review if Targets are correct:

  1. In the Progress tab of the Appraisal builder, first create all of your process' steps.

  2. Targets can be updated in two ways:

    1. click on the Action of a step to view the left-hand settings menu. Verify the Target is correct. Change it via the dropdown if required.

    2. click on the paperclip icon on the Action of a step, and verify where the blue dot appears. Where the blue dot is visible is the step the user will move to next.

    Important: if an incorrect Target directs a user to the wrong step, and custom emails exist for that step, notifications will be triggered. Likewise, when the user is moved back by an HR Administrator, if custom emails are sent upon the user entering a step, emails will be triggered again.

USE CASE A

Targets inform the eloomi platform of the users' trajectory in a process. In the example below, upon completing the Grid evaluation, the user will next move to the Manager preparation step. Thereafter, they will move to the Employee preparation step.

If the target of the Grid evaluation step is Employee preparation, the user will skip the Manager preparation step altogether. Therefore, it's essential that the Target of the Grid evaluation is step 2.

Likewise, if a step is anchored to itself e.g. if the Manager preparation step's Target is itself, the user will not move forward and the Submit button will not be visible as a result.

Should a user move ahead to the wrong step due to an incorrect Target, only an HR Administrator of the user's Department would be able to move them back in the process. But before doing so, Targets must be corrected using the steps above.

USE CASE B

Some customers might want to pause their Appraisal once users reach a specific step.

In such cases, the logic of Targets can be used to prevent submission. If a step is anchored to itself, by being its own Target, the submit button will be hidden for all users.

Bear in mind that when the process should resume, an Admin will need to update the Targets correctly, and users must be notified by Platform Mail that they can submit the previous step's Action and resume their Appraisal.

Use case C

In some cases, users might need to skip a step in the Appraisal.

For example, let's assume a specific user group must skip the 'Awaiting 1-1 dialogue' Step because their manager is unavailable to host meetings. However, their manager will be able to resume their development plans therefore, they must move forward in the process.

Similarly, let's assume all other users in the company have already progressed to the 'Awaiting 1-1 dialogue' step and will soon submit to move forward to the 'Development Plan' Step.

In this case, the Target of the 'Employee preparation' step can be changed to 'Development Plan'. The Target of 'Awaiting 1-1 dialogue' will likewise be 'Development Plan'.

It is supported for two separate steps to have the same Target.

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