This article contains an overview of the Goals and Objectives App for Employees. If you are an employee click here to see the Employee Goals and Objectives app overview.
If you can't currently see the Goal and Objectives app you can add the app to your workspace from the + Add app button at the top right:
-- The Goals and Objectives App --
The Goals and Objectives app allows you to create new objectives, view company goals (if enabled for your company), track add notes and book your check-ins.
-- Creating an objective --
Step 1: Create your objective
Select the +Add New
Enter the mandatory fields
Once completed select Next step
Step 2: Add your Key Measures
When creating an objective it is mandatory to add a key measure. Key Measures are the steps you will take to achieve your objective which allows you to accurately measure key tasks that need to be completed to achieve your objective.
🏆 We think of Key Measures as your steps to success in completing the objective 🏆
Enter a Key measure title
Add a description
And then choose your key measure metric:
123 = A numeric value
£ = A monetary value
% = A percentage
🎓 = A learning measure, if your company has purchased learning this will link you to different learning activities and prepopulate all of the information, if you do not have learning included you can create your own learning measures when selecting the 🎓 icon.
Only one key measure is mandatory but you can add more by selecting Add Another.
Lastly, select Finish.
Note: When updating the status of your Key measures, this will update the % circles to help you and your manager track your progress against the objective.
-- Updating a key measure --
Select View on the objective you want to update the key measures on
Select Measures and then update the progress field
Select Save All
-- Requesting Feedback --
To request feedback about your performance against an objective:
Select View on the objective you want to request feedback on
Select Feedback and select Request Feedback and choose who you wish to request feedback from
The person to whom you have asked for feedback will receive an email, and once feedback has been provided you will receive an email to let you know.
Note: if you're unable to request feedback this may be switched off by your Company.
-- Completing an objective --
To mark an objective as complete:
Select View on the objective you want to complete
Select Complete Objective at the bottom right
Note: if you need to undo this action, navigate to the Closed objective through the filter icon at the top, select View on the objective you wish to reopen, and then select Reopen Objective.
-- Company Goals --
To view Company Goals within the Goals and Objectives app select the Company Goals tab.
Note: if you're unable to see Company Goals this may be switched off by your Company.
-- Check-Ins --
The check-in functionality supports regular one-to-ones between employees and managers. Select the Check-Ins tab to carry out, schedule, and view your check-ins.
Start Check-in
Here you can add notes either prior to, during or after the check-in which are visible to you and your manager.
Book Check-in
Select book Check-in to schedule your next check-in date. If you have been receiving email reminders to book a check-in once this is completed the email reminders will stop.
Check-in History
All of the check-in history is below providing an audit trail to you and your manager, of previous check-ins. Selecting View Notes enables you to add further comments to a check-in as well as recapping previous notes.
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Thanks,
Product Team