An embedded communication tool for collaboration is now available, giving Managers with the View & Assign Goal permission enabled the ability to create individual goals for their employees!
If you have not already checked which are the available goal types, please check them here first!
In order to create and manage individual (team) goals, hover over Performance (from the upper navigation bar) and click on Goals:
Under Team Goals each manager can see which are the goals that each one of his members (under his/her org structure) has.
Case #1: If you are allowed to assign goals only to direct reports (based on the settings applied to your academy), you will have to click on the name of an individual and then click on the Assign goal button.
You will be redirected to the Edit Goal info page where you have to add some basic information for your goal!
Αdd a title and a short description of the goal and define its type (numeric or not, increasing or not, etc.). Connect the goal with a specific Pillar and/or Area if needed, add the current and the target value and define a specific due date if desired.
Select if you want the goal to follow the assignees in any organizational or/and job change or if it should stay only with the assignees who match the assignment criteria- practically, select what should happen if the user loses this org level and job.
Last but not least, don't forget to hit Save once finished!
Case #2: If you are allowed to assign goals to the entire sub-organization (based on the settings applied to your academy), just click on the Create Goal button.
You will be redirected to the Edit Goal info page where you have to add some basic information for your goal!
Αdd a title and a short description of the goal and define its type (numeric or not, increasing or not, etc.). Connect the goal with a specific Pillar and/or Area if needed, add the current and the target value and define a specific due date if desired.
Select if you want the goal to follow the assignees in any organizational or/and job change or if it should stay only with the assignees who match the assignment criteria- practically, select what should happen if the user loses this org level and job.
Last but not least, don't forget to select the assignees! You have the option to select either specific individuals or a group of users (based on the job and location).
Don't forget to hit Save once finished!
The goal has been created!
On the About page of the goal, you can have a preview of all of the details you added during the creation along with the current progress. You can also create some tasks for you that will help you achieve the Goal, you can add some files/links that are related to this goal, and you can also associate specific courses, if needed. Just click on the relevant tab and complete the setup of your goal!
Your employees can start now working on achieving the goal! Make sure that the current value will be updated every time that progress was made!
Under My goals you will be able to have an overview of all goals you/your employees are involved in:
Please also note:
- In order to be able to create and assign goals, it is a prerequisite that both you and the assignees have a job assigned.
- Once a goal is being saved & assigned, the involved employees get an email and an in-app notification if you have enabled them for your academy - Read also: Goals Notifications