If your Academy Admin has enabled the option for learners to create personal goals, you can create goals for yourself in the Academy. Personal goals allow you to set objectives and track your own development. Please note that you must have a job assigned in the system in order to create personal goals. Your goals will be associated with your job, which means your manager may be able to view them.
If you are an Academy Admin and want to set up this functionality, please read: Enabling Goals Management in Your Academy
Navigation
In the left navigation, make sure you are in the Learner Workspace.
When in the Learner Workspace, select Development and then select Goals.
Creating a Personal Goal
On this page, you can navigate between your Open, Completed, and Archived goals using the available tabs.
To create a new goal, ensure you are on the Open tab (the default landing tab), and then select the "+ Create Goal" icon.
This directs you to the page where you can set up your goal.
- Select the job this goal is related to. Most people will only have one job to select here.
- Add a name for your goal.
- Add a short description for your goal.
- Decide if the goal is numeric (tracked by numbers) or not (tracked by % complete)
- If Numeric, decide if the goal is increasing or decreasing: is the end goal lower or higher than your starting value?
- Decide whether the goal is continuous: when the goal is completed, does this goal need to stay at the same value during its entire duration?
- Decide if the goal is part of a pillar, and if so, which one.
- Set the start and due date for the goal.
- Set how you will measure the goal. This can be anything from USD, %, Courses Taken - what does the number represent?
- Set the starting value, your current value, and the target value.
When you set whether a goal follows you or stays with your role, helper text under each option explains what it means. Under Follow, you will see: “This goal is associated with the assignee, not their job. The assignee’s current manager or managers supervise it and update automatically if their manager changes.” Under Stay, you will see: “This goal stays with the assignee’s current role. The manager or managers of that role when the goal was created supervise it, even if the assignee later moves.”
When you create a personal Stay goal, the job selector at the top of the page is labeled Create goal as*. Choose the job you are creating the goal as; most people will only have one job to select here.
When you choose a pillar, an Area dropdown appears with a “Select Area” placeholder followed by the areas that belong to that pillar. Selecting an area is optional — you can save the goal without choosing one. If pillars are turned off in your academy settings, the pillar and area options do not appear.
The goal description field is a rich-text editor, so you can format your description as you type. Attaching an image or video is not available in this field.
For the start and due dates, the date pickers keep the two dates consistent with each other. The start date can be today at the earliest — past dates cannot be selected — and can be the same as the due date. Once a due date is set, the start date cannot be later than it; once a start date is set, the due date cannot be earlier than it. If you change one date so the other no longer fits, that other field clears and asks you to pick a new date.
The Starting value, Current value, and Target value fields are empty by default and required fields when creating a personal goal.
You no longer choose a supervisor for your goal. The manager or managers who oversee the goal are now determined automatically from your academy’s organizational structure, based on the job the goal is assigned for. If you later change role or leave, oversight moves to whoever takes over the relevant position, with no manual clean-up. When you choose Follow, the supervising manager is resolved against your current job at any time; when you choose Stay, it is fixed to the managers of the role you held when the goal was created.
If you have selected a pillar that has been set as weighted, you will see a Goal weight field. The total goal weight must equal 100%, so if only one goal is present, it will equal 100%.
Next, click the Save and Edit Weight button. A modal window will then appear, prompting you to adjust the percentage values.
Click on Save to finish the goal.
Editing a Personal Goal
When you open a personal goal to edit it, the create form appears again with your details filled in, with a couple of differences. The Assigned to* section is shown as read-only: it displays the assignee’s name, and for a Stay goal it also shows the job and org node the goal is assigned to. The section that controls whether the goal follows the assignee or stays with the role is also read-only when editing — this choice is set when the goal is created and cannot be changed afterward.
Managing your Personal Goal
When you are on the Goals page and click on the name of a goal, it will open the Goal Management page.
This page provides an overview of your goal and includes the Team Chat, where actions related to the goal are logged and team members with access can communicate.
It also allows you to create tasks, which function as task lists to keep you on track; upload files and links relevant to the goal, and add courses related to the goal.
Tasks and courses do not automatically update your goal progress. The only way to update goal progress is by clicking the Update button on the About page.
Each goal card on the Goals listing shows the dates related to that goal. The Created date is always shown; the Start date and Due date appear when they have been set.