Setup

Permissions

Assign the GoalsPermission permission set to users who need access to goal‑related pages and actions.

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Goal Setup

1. Navigate to the Time Registration Setup page and find the Goals and Non Working Task ListPart groups
2. Configure default goal parameters, such as:
3. Base Calendar - Where you have defined holidays
4. Default Work Hours Per Day

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Non‑Working Tasks

Define entries in the Non Working Tasks table to ensure non‑productive time is excluded from goal calculations.

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Monthly Goals

Using the Time Registration Goals page:

• Set monthly goal values for each resource by clicking on the resource name
• Review and adjust targets regularly to ensure alignment with company objectives
• After clicking the Initialize Goal Lines action, lines will be created for each month of the Work Date year.
• You can change The work % and goal % for each month

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Page Extensions and Factboxes

Several existing pages are extended to display goal‑related information.
The most important addition is the factbox added to the Calendar which allows the employee to see how they are doing on their goals

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