Goals are the objectives you track for a person, a team, or the company. Open Goal under Performance. The list title is Goals.
The list shows Goal, Employee, Progress, and Status. Search with Search goals.... An empty list offers New Goal.
Create a goal
- Choose New Goal. You can also use New goal on Performance.
- Enter Goal. That name is required.
- Set Goal Type to Individual, Team, or Company. A new goal starts as Individual.
- Choose Employee when the goal belongs to one person. Link a Parent Goal, an Appraisal Cycle, or a KRA when you already have those records.
- Set Status to Open, In Progress, Completed, or Archived. A new goal starts as Open.
- Under Progress, enter Progress %, Starts On, and Ends On.
- Add a Description, then choose Create Goal.
You land on the saved goal. The confirmation is Goal created. On the list, the goal name, employee, progress, and status are the columns you can sort.
Update progress
Open the goal and change Progress % or Status, then Save. The confirmation is Changes saved. Goal progress on Performance uses this percent.
Save with nothing new shows No changes to save. If Goal is empty, the message is Goal is required and the goal is not saved. A failed save says Save failed. Your edits are still here.
KRAs
A KRA is a key result area you reuse on goals and appraisal templates. Open KRA under Performance. The list title is KRAs, the column is KRA, and search reads Search....
- Choose New KRA.
- Enter Title. That field is required.
- Add a Description.
- Choose Create KRA.
Open the KRA later and Save to change the title or description. Then, on a goal, choose that record in KRA.