How to set up the goal functionality?
- On your sidebar, click on Discover Factorial → Apps
- Scroll until you to Goals
- Press on Install App
Once installed:
- On your sidebar, click on Performance
- Press on Goals
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684769090571-May-18-2023%2B08-37-59%2B_1_-gif.gif)
How to add a goal?
- On your sidebar, head to the Performance section
- Press on Goals
- Click on +Add goal
- Fill out the information:
- Goal Name
- Goal Description
- Start Date
- Due Date
- How will you measure the progress?
- Press Create a goal
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684769125574-May-18-2023%2B08-38-31%2B_1_-gif.gif)
How to configure goals?
Once the goal is activated, the type of progress cannot be edited.
In order to Add employees:
- Press on +Add employees
- Select your employees
- Press on Assign Employees
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684769148513-May-18-2023%2B09-01-10-gif.gif)
In order to delete a goal:
- Press on the (…) button
- Click on Delete goal
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684769162265-May-18-2023%2B09-01-41-gif.gif)
In order to edit a goal:
- Press on the (…) button
- Click on Edit goal
- Make your changes
- Click on Update goal
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684773428654-May-18-2023%2B09-02-19-gif.gif)
In order to close a goal:
- Press on the Close Goal button
You can restart the goal by pressing on the same button.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684773445345-ezgif.com-gif-maker-43-3.gif)
In order to unassign an employee:
- Press the (...) of the employee
- Click on Unassign employee
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1689782032675-unassign%2Bemployee.png)
How to make changes to the goal values and progress?
- On your sidebar, head to the Performance section
- Press on Goals
- Select your goal
- Apply to changes
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1689782058776-changes.gif)
Admins can edit the goals, values, and progress of only Active goals
My Goals
As an employee, I will have a My Goals Section. From My Goals, I will see all the goals I am assigned and I will be able to update their progress.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1684773639008-May-18-2023%2B08-59-07-gif.gif)
Employees can edit current value and progress from My Goals.