In the Goals page, employees can set their own goals or, as a manager/admin you can assign goals to employees. Here you or the employee can add a description, specify a due date, check in and update progress any time and also priorities some goals over others. 

--Where Can I Find Goals?--

The Goals page can be found within the employee's Performance Review. A review will have to be present (open or closed) within the employee's record for the Goals to be accessible.

Goals will follow you through all performance reviews - when you close a review and start another, the Goals page and all goals within it will stay the same. 

Even if you delete a review, your goals will be stored in the background until you open another or view your past reviews. 

If the employee has an open review:

  1. Go into the Employee's record
  2. Select the 'Performance Tab'
  3. Click into the open review
  4. Click the 'Goals' tab

If the employee does not have an open review:

  1. Go into the Employee's record
  2. Select the 'Performance Tab'
  3. Click 'Past Reviews' at the top
  4. Select a review
  5. Click the 'Goals' tab

--Add Goals--

To create a goal:

  1. Click on the plus icon:

2. Complete all required information:

3. Click Save. 

You can use the Priority table to represent the value/priority against the effort required to complete this goal. 

If you want to edit the goal, click on the pencil icon next to it:

--Check-in/Update Goal and view progress--

When the employee has made progress on the goal, you or the employee can check-in and update. You can also view the progress so far. To do this:

  1. Click on the Goal

From here, you'll be presented with a similar screen:

Here is where you can view all progress made so far.

You can use the drop-down box to change the status of your Goal:

To update progress, click the 'Checkin' button to update the value and write any comments:

Thanks,

Customer Services Team.

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