Setting and Using Job Targets - TaroWorks 7.4 and above

TaroWorks is not limited to improving the timeliness and accuracy of incoming data and enabling the field officers to access enterprise data on the ground, but it also helps your staff to track their own performance at any time via their device - this in turn motivates them and allows the field manager to execute better incentive schemes.

Starting TaroWorks 7.4, you can set Job targets for each of your active TaroWorks Mobile Users on Salesforce and Platform licenses in addition to Partner Community licenses.

In addition, the TaroWorks Admin can now create custom timeframes in addition to the weekly and monthly time frames. You can also set Job Targets for the active TaroWorks Mobile Users using profiles. This affords great flexibility in setting targets. For example:

Job Name	Field Officer Andika	Field Officer Budi
Register New Members	10 jobs / week	50 jobs / week
Follow-up Visit	100 jobs / month	20 jobs / month

The following topics are covered in this article:

• A. Create a Job Target - set a goal per TaroWorks Mobile User based on how many times a Job is completed.
• B. Update a set Job Target - edit the initial set target for TaroWorks Mobile User.
• C. How to check Job Targets Progress on Mobile Devices - TaroWorks Mobile Users can track their performance on their mobile devices.

Before you begin:

• You must be on TaroWorks version 7.4 or higher. If not, please use this article to create Job Targets.
• You must be on Salesforce Lighting Experience. If on Salesforce Classic, please use this article to create Job Targets.

A. Create a Job Target

1. Click the Performance Target tab and click New.
   
2.  Select Job Target record type to create a performance metric. Click Next.
   
3.  Select Profiles of TaroWorks Mobile Users for whom the Performance Targets are to be set. Click Next.
   
4. Enter the Job Target Name, this will be shown on the device exactly. (Multilingual text using UTF-8 encoding is supported.
   
5. Choose a published Job to apply your targets on from the Select Job droplist.
   • NOTE: If a job already has a set of targets assigned, it will not be available in the droplist.
     
6. Choose if this is to be a weekly or monthly or custom timeframe target with the radio button. 
   
7. Set the number of jobs to be completed within the target period. You can enter any integer greater or equal to zero.
   
   • NOTE: Enter a number and click Apply, to assign the same target to all mobile users to save time.
     
8. Click Save when complete. Click Cancel to discard this target.

B. Update a set Job Target

1. Click the Performance Target tab.
   
2. On the Job Target to update, click Edit.
   
3. Update the User Profiles where applicable. Click Next.
   
4. Update Performance Target Name where applicable.
   Set the number of jobs to be completed within the target period. You can enter any integer greater or equal to zero.
   
   
   • NOTE: You may edit the Performance Job Target Name, however the Select Job droplist and the Weekly/Monthly/custom period cannot be edited.
   • NOTE: Enter a number and click Apply to assign the same target to all TaroWorks Mobile Users to save time.
5. Click Save. The changes will be reflected when the field officer’s next sync.
   
   

C. How to Check Job Targets Progress on Mobile Devices

1. At the main menu, press the Performance icon.
2. You will be shown all active Job Targets that applies to you and your current progress so far. (See bottom left)
   
   
3. This number will automatically be incremented every time you have successfully synced the target job. (See above right)
4. Tap the Back button to return to the main menu, or tap Indicators to see Performance Indicators assigned to you.

(No previous step)

Last updated on October 16 2013

02. Viewing Reports on Job Targets >>>