This release note was updated May 5, 2021.
Performance Management Enhancements
The Performance Management feature introduces the following enhancements:
- New Goals Portlet
- Enhancements to Goal Management
- Performance Management Record Types and Analytics Templates
New Goals Portlet
The new Goals portlet surfaces key actions and goals that are in progress to keep you on track.
Employees and managers can view progress and elapsed time for each goal. The portlet keeps you aware
of goals that are starting soon, due soon, overdue, and goals that require approval or reflection. You can add the goals portlet to any dashboard. For more information, see the help topic Viewing Goals in the Goals Portlet.
Enhancements to Goal Management
goals that you can search and filter. After a goal is closed for over three months, it no longer appears on the Goals page, so you only see relevant goals on the page. However, you can still find closed goals older than three months on the All Goals page. To access All Goals, click the link at the bottom of the Closed column on any employee’s Goals page.
- Goal progress — A progress bar now appears on approved goals to show the percentage of the goal that is complete. The progress bar appears for manually tracked goals that are approved. The progress bar calculates progress for goals tracked with a performance metric when the goal’s status is in In Progress. When you create a goal, you must now enter a Start value to calculate the goal’s progress.
- Formats for performance tracking — When you create a goal, under Performance Tracking, you must now select either Manual or Performance Metric. If you track a goal manually, you can now select either number, percent, or currency as the format for your goal’s Start, Actual, and Target values. When you create a performance metric, you can now choose to track goals with the metric by either number, percent, or currency.
- Descriptions for performance metrics — When you create a goal, you can now view a description of each performance metric to help you choose the right metric to track your goal. For more information, see the help topic Goal Management. Performance Management Record Types and Analytics
Templates
The following performance management record types and dataset templates are now available:
- Goal Record
- Performance Review Record
- Performance Management — Goals Dataset
- Performance Management — Reviews Dataset You can use the templates to analyze performance processes, trends, and themes in your organization. You can also use the templates to create your own tables, pivots, and charts. A workbook template, Performance Management — Goals and Reviews, is also now available. Within the workbook, you can use and customize the following predefined pivot tables and charts:
- Goals by Status
- Overdue Goals
- Goal Outliers
- Performance Metrics Alignment
- Reviews by Status
- Overdue Reviews
- Overall Rating Distribution
- Review Outliers To access the workbook, your role must have the SuiteAnalytics Workbook permission. For more information, see the help topics Performance Management Workbook and SuiteAnalytics Workbook Overview.
New Payroll Item Groups
You can now group multiple payroll items into a payroll item group. When you create a payroll item, you can derive the value of a deduction or employer contribution payroll item from a payroll item group.
For example, you can derive an employee’s contribution to their 401(k) from their salary and bonuses but
not from their commissions. You can create a payroll item group that includes a salary payroll item and a bonus payroll item. Next, you can create a 401(k) deduction payroll item and derive this deduction from the salary and bonus payroll item group. If you derive a payroll item from a payroll item group, you can specify a default rate. You can apply the default rate to all employees or specify a custom rate for each employee. For more information, see the help topics Creating Payroll Item Groups, Deriving a Pay Rate from Payroll Items and Groups, and Applying a Default Rate to a Payroll Item.
Include Specific Payroll Items in an Off-Cycle Payroll Batch
When you create an off-cycle payroll batch, you can now choose to include a custom list of payroll items in the off-cycle batch. For example, rather than processing all auto deductions, you can select specific payroll items to include and exclude in an off-cycle batch. If you check the Include Specific Payroll Items box, the following payment option boxes are no longer available:
- Pay Auto Earnings
- Pay Time
- Pay PTO
- Pay Expenses
- Pay Commissions
- Pay Auto Deduction
- Pay Auto Contribution If you check any of these payment option boxes, you cannot include specific payroll items in the off-cycle batch. For more information, see the help topics Creating an Off-Cycle Payroll Batch and Selecting Payment Options for a Payroll Batch.
New CSV Import for Bonus Record
The Import Assistant now lets you import bonus-related data from a CSV file into NetSuite. This enables you to update bonus information for a large number of employees at one time. To import bonus-related data, you must enable the Compensation Tracking feature and your role must have the Import CSV File permission. To access the Import Assistant, go to Setup > Import/Export > Import Tasks, then select Import CSV Records. For more information, see the help topic Bonus Import.
Retract Weekly Timesheets
Employees can now update their submitted time by retracting timesheets before they are approved by
their supervisor. Previously, employees had to wait for their supervisor to reject the submitted timesheets before any changes could be made. On the Weekly Timesheets page, in view mode, click the Retract button to retract a pending timesheet. You can use the Retract button to retract individual time entries from the time transaction record. You can only retract time that is pending approval. You cannot retract Time transactions with any other status. The Retract button is not available in edit mode for timesheets or time transactions. Retracting time is not available when you use custom approval routing. When an employee clicks the Retract button, NetSuite sends an e-mail to notify the supervisor of the retraction. NetSuite also updates the status of all pending time entries to Open, and the supervisor cannot see any of the previously pending time entries. The employee can make their updates and resubmit the weekly timesheet or time entry. For more information, see the help topic Weekly Timesheets.
Expense Report Policies Enhancements
limit type. Previously, only Per Individual Expense Report and Per Day limit types were available.
- You can now apply filters for billable expenses, non-billable expenses, or both.
- When allowing expenses outside limits with a warning, you can now choose not to warn employees if they fill required fields. If you check the Requires Memo or Requires Receipt box, check the Do not warn if required fields are included box to allow employees to submit expenses outside the limits when they include the required fields. For more information, see the help topic Expense Report Policies.
Time-Off Portlet Enhancement
The Time-Off portlet now includes a unit of measure on the Home and Balances subtabs to indicate if the time measurement is in days or hours. For more information, see the help topic Viewing an Employee’s Time-Off Balance.
Enhancement to the Employee Base Pay Change Template
In NetSuite 2021.1, the Employee Change Requests feature includes three default employee change request types, including the Base Pay Change Template. With the Base Pay Change Template, managers and HR administrators can now enter a base pay change by percent (%) or amount ($) for any employee.
Manager Access to Employee Timeline
Managers can now access their direct reports’ timeline through the My Team portlet. From the Actions
dropdown list, click View Timeline. Managers no longer need the Effective Dating permission to view the effective-dated changes on the timelines of any employee in their reporting chain.