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.
Create New Goal
- Goal Objective: Use this field to name your goal or come up with a goal objective.
- Due Date: Set it a due date for your goal. This will be required before saving your goal.
- Short Description: Use this space to describe your goal.
- Attach File(s): You can upload supporting documents and files to your goals by selecting Choose Files.
- Goal Alignment: See below.
- Share your goal: See below.
You can view attachments from the main screen once you create your goal. To edit the goal information or add/remove attachments, hover over the goal and click the pencil icon. If you need to delete a goal, click the trash can icon.
To download files attached to goals, click on the file to view it. If it is a PDF or .xlsx file, you can simply click the download icon that pops up on the preview screen in the top left corner. To download .jpeg or .png files, right click and select Save to download.
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.