Create a Goal
How do I create a new goal?
Purpose: To teach you how employees can set up goals within BambooHR Performance Management and how to add a goal.
Add a new goal
- Name your goal.
- Add a short description.
- Select the due date.
- Share your goal (see below).
- Goal Alignment (see below).
Note: Once you create a goal, hover over the goal and click the pencil icon to edit any details. If you need to delete a goal, 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 can accomplish better results faster.
When a manager is creating or editing a goal for one of their employees, they will see the option of Goal Alignment. Clicking Goal Alignment will show all of the manager's goals, and they can pick which of their goals aligns with an employee's goal. Each goal can only align with one other goal.
Only the direct manager or a custom access level user with Edit access to the employee's goals can align a goal. The employee cannot view Goal Alignment on their Goals tab until the user with Goal Alignment access aligns the goal. The aligned goal will show 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 aligns with a particular goal) will show up for anyone with viewing rights to the goal. Also, you can only align an employee's goal with your goal.