Learn how to create, manage and assign goals for your employees. Also gain in-depth knowledge of the permissions you can enable from permissions>goals.
- Install Goals
1. Install Goals
- Head to the App Section
- Install Goals
- 📍 Find goals in the Performance section.
2. Learn how to create Goals
💡 Employees can also create goals. But first, you must activate the goals permits from the permissions section.
• See employee goal
• Create goals
• 📍In performance, within Goals: Press in +Add goal
→ Goal Name: Add 10 New french-speaking team members
→ Goal Description: Recruit 10 French-speaking team members to grow the market.
→ Start Date: 01/01/2020
→ Due Date: 01/12/2020
→ How will you measure the progress? Numeric or not measuring progress.
3. Configure your Goal
🔺 Once the goal is activated, the type of progress cannot be edited.
⇒ Press in the (...) to edit or delete your goal
⇒ Press in close goals to mark the goal as finished. Note that whenever you close goals you will have the opportunity to restart it by pressing on the same button.
⇒ Add employees: As long as the goal is active, you can add as many employees as you need.
⇒ How to discard an employee?: Press the (...) and click on unassign employee
4. Can employees make changes to their goal values and progress?
💡 By default, the platform will only allow employees to edit their: current value and progress. But they will not be able to edit the target goal. If the admin wishes it, he/she can enable these permissions from Company>Permissions>Goals.
- 📍 Admins can edit the goals, values and progress from Performance>Goals
- 📍 Employees can edit current value and progress from My Goals
5. -My Goals- From the employee's point of view
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.
💡 In case my administrator has given me the permissions to manage goals: To view, create and edit these goals. I will have to manage them from the Perfomance>Goals Section, which will be activated once the permissions are granted.
6. Goals notifications flow
> Each time a goal is assigned.
> Every time there is an update a notification will be sent to the assigned person and his/her manager.
> A reminder 3 days before the due date of the goal.