Create a Goal
How do I Create a New Goal?
Purpose: To teach you how employees can use Goals within Performance Management and how to add individual goals.
- Name your goal.
- Add a short description.
- Select due date.
- Share your goal (See below)
- Goal Alignment (See below)
Note: Once a goal is created, simply hover over the goal and click the pencil icon to edit any details. If you need to delete a goal, simply click the trash can icon.
Goal alignment encourages managers and employees to align their goals with organizational objectives. If your team has a unified purpose, you are able to accomplish better results faster.
When a manager is creating or editing a goal for one of their employees, they will see the option for "Goal Alignment." Clicking on goal alignment will show all of the manager's goals and allow them to pick which of their goals the employee's goal aligns with. Each goal can only align with one other goal.
By design, only the direct manager or a custom access user with edit access to the employee's goals will be able to align a goal. The employee is not able to see goal alignment on his or her own goals until the goal has been aligned by someone with goal alignment access. The aligned goal will show right below the name of the employee's goal.
Additionally, the aligned goal will be attached to the employee's goal in the Goals status report.
NOTE: Only those with edit access to goals can see this option to align, but the alignment itself (i.e. showing which goal a particular goal aligns with) will show up for anyone with view rights to the goal. Also, you can only align an employee's goal with your own goal.