1. The authority of the target value
1.1 Operation authority
1.1.1 Edit
- The target value can be set uniformly by Target Administrator, the role is preset by the system;
- The target value can also be configured by ordinary employees, depending on the configuration of "Allow individuals to modify targets" on the corresponding rule:
- First: If the role of an employee does not have the "Edit" permission for the target value object, no matter whether "Allow individuals to modify the target" is checked in the rule, they cannot be edited;
- Second: When the role of the employee has the "edit" permission of the target value object
- "Allow individuals to modify targets" is checked on the rules:
- Ordinary employees can edit their own goals, superiors can edit the goals of subordinates, and department heads can edit the goals of employees under the department and the goals of the department;
- Superiors and department heads can edit the goals they have permission, including the goal value of "personnel" shared to me.
- "Allow individuals to modify targets" is not checked on the rules:
- Ordinary employees cannot edit their own goals (including superiors and department heads, and cannot set goals for themselves), superiors can edit the goals of subordinates, department heads can set goals for employees under the department (the head of the department cannot set goals for themselves department setting goals);
- The person in charge of the superior department can set goals for the subordinate department;
- Cannot edit the goal value of "People" shared with me.
- "Allow individuals to modify targets" is checked on the rules:
1.1.2 Import and export
You can configure the "target value" "import" and "export" permissions of the role.
1.1.3 Target value menu entry
This menu entry can only be seen if the role has "Target Value" and "View Permission".
1.2 Data permissions
1.2.1 Whose target value can be seen
It is determined by what object "person"/"customer"/"product"/"partner" object data is visible.
- Personnel: In addition to organizational structure permissions (visible to my subordinates, the department I am responsible for and sub-departments), it also includes the "personnel" object data shared with me, and the target value data of the person can be obtained by sharing "personnel" Authority; Scenario example: If Ye Mingzhu is not the person in charge of the sales department and needs to see the target value and completion value of the sales department, then you can share the "personnel" data of the sales department with Ye Mingzhu, then Ye Mingzhu The target value of the sales department can be seen on the target value list page, and the target value and completion value of the sales department can also be seen in the statistical chart;
- Customer: What customers can be seen on the customer list page, you can see the target value of this customer;
- Product: What customers can be seen on the product list page, and the target value of this product can be seen;
- Partners: What customers are visible on the partner list page, you can see the target value of this partner.
1.2.2 What target rules can be seen
I, my subordinates, and the department I am in charge of are within the applicable scope and have target rules for the "personnel"/"customer"/"product" target value that I can see, but I can only view the target value data for which I have data permissions under the rule .
1.3 Target Administrator Role
- Employees with the "target administrator role" can see and operate all the target rules and target values of the company at the front desk, and are applicable to the scenario where the target setting of the company is uniformly set by a dedicated person.
- If you need this role to have the "Target Rules" authority of the background management at the same time, to manage the target rules, you can add a management role under the role authority management > management function authority, configure the "Target Rules" authority, and assign this role to the target administrator.
Please refer to Multidimensional Analysis of Targets for target-related configuration and viewing.