To add or review your own goals as an employee, or add goals as a manager or admin for your employees:
Click Access Button
then click Employee.
Go to the relevant employee record and click Performance.
Select the current review.
If your employee doesn't have an open review, click PAST REVIEWS and select one.
Click GOALS, then click the plus icon.
Add the following details:
Goal
Description
Due date
Progress.
Click Save.
To represent the value or priority against the effort required to complete this goal, you can use the Priority table.
To edit a goal, click the pencil icon.
Check-in or update goal and view progress
When the employee progresses on the goal, you or the employee can check in and update. You can also review the progress so far. To do this:
Click Access Button
Go to the relevant employee record and click Performance.
Select the current review then the relevant goal.
In the Status list, select Open, Parked, or Closed.
Update the progress and write any comments.
Click Check-In.
📌Note: As employees can use the goals to separate reviews, you can't list these when printing the performance review. However, you can create a query for goals.