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Creating targets

Performance targets compare a current metric value with an expected result for an employee, an individual manager, or a manager’s team.

Publication status: Blocked. A working blank-slate target-creation workflow was not available during product review. Keep this article unpublished until the workflow is repaired and tested. The steps below describe only the verified review and recalculation surfaces, plus the point where further verification is required.

Who can use this guide

Section titled “Who can use this guide”
  • Administrators: verified role for the reviewed target area
  • Managers: target-management access is not yet verified

Prerequisites

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Before creating or cloning a target, prepare:

  • The target owner or population
  • The target value
  • The end date
  • The recurrence
  • The relevant Metric Definition
  • Current source data

Review or clone a target

Section titled “Review or clone a target”
  1. Open Employees and select Performance Targets.
  2. Review the existing target cards. A card may show the target type, current and target values, achievement percentage, metric, status, end date, and recurrence.
  3. Confirm whether the target is for an Employee, Manager (Individual), or Manager (Team Rollup).
  4. Choose the available creation method.

Known issue: Set Bulk Targets rendered a blank page during review, and no working blank-slate form was available.

  1. If you are authorised to use an existing target as a starting point, enter selection mode, select the target, and choose Clone.
  2. Stop before making production changes until the following behaviour is verified: the screen displayed after Clone, editable fields, assignment controls, validation, saving, and any effect on the source target.
  3. After the workflow is repaired and verified, return to Performance Targets and confirm the target type, person or team, metric, value, recurrence, and end date.
  4. Select Recalculate Achievement only after validating the source data and Metric Definition.

Expected result

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After the target workflow is repaired and verified, the target card should identify the owner or type, metric, current and target values, achievement, status, recurrence, and end date.

Important notes

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Do not publish target-creation instructions yet. The blank route and Clone behaviour must be resolved and verified first.

  • Delete is available in selection mode and may affect multiple selected targets.
  • Recalculation does not replace validation of the Metric Definition or source data.
  • A future workflow animation should use synthetic data and show creating or cloning one target, followed by verification of its card.

Troubleshooting

Section titled “Troubleshooting”

The bulk-target page is blank

Section titled “The bulk-target page is blank”

Refresh the page once. If it remains blank, record the sanitised path, time, browser, and application version, then contact Support.

Target achievement does not change

Section titled “Target achievement does not change”

Check the Metric Definition, calculation period, and source-data freshness before recalculating again.

The target has the wrong type

Section titled “The target has the wrong type”

Confirm whether it should be Employee, Manager (Individual), or Manager (Team Rollup).

Cloning produces an unexpected result

Section titled “Cloning produces an unexpected result”

Stop before editing or deleting anything. Preserve screenshots and identifiers that do not expose personal or financial information, then contact Support.

Section titled “Related articles”

Last updated: August 2026