Goals - Employee

Set yourself Goals and update your progress

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

In the Goals page, you can set up own goals throughout the year, specify a due date, check in and update progress any time which will notify your manager and also priorities some goals over others. 

--Where Can I Find Goals?--

The Goals page can be found within your Performance Review. A review will have to be present (open or closed) within your 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 a review gets deleted, your goals will be stored in the background until you open another or view your past reviews. 

If you have an open review:

  1. Click the 'Me' tab to go into your record

  2. Select the 'Performance Tab'

  3. Click into the open review

  4. Click the 'Goals' tab

If you do not not have an open review:

  1. Click the 'Me' tab to go into your 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 you have made progress on the goal, you 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:


Customer Services Team.

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