Guide to Setting Employee Goals Through Engagedly

by Srikant Chellappa Oct 4,2020

The People Strategy Leaders Podcast

with Srikant Chellappa, CEO

2020 has forced the world into utilizing its virtual platforms, for the reasons we are all aware of. So in this era, having useful tools in place that will help enhance the virtual working experience, is a must-have. Choosing Engagedly is just the beginning to creating a positive work environment and increasing workplace productivity. Employee goals are one of the most significant driving factors for employee productivity. You cannot achieve something without clearly defining what to do and without keeping track of your progress from time to time.

Also read: High Performing Teams In Healthcare

Engagedly’s Goals feature helps you do the same without any hassle or confusion.

Get started with Engagedly’s goal setting feature with these five simple steps!

Step 1: Create a goal

While setting employee goals are never easy, creating them on Engagedly is. All you need to do is go to ‘My Goals’ from Engagedly’s goals module and click on ‘+New Goal’. Goals differ from person to person and from one department to the other. Write your goal and add notes about it. After creating a goal, you can also change its ownership if needed in future. Click here for further details.

Step 2: Pick the type for Check-in

The best part about setting employee goals through Engagedly is, depending on the type of goal, you can select the type of check-in that you want to do for your goal. Quantity check-in allows you to add whole numbers as your goals and check-in to them. Percentage check-in allows you to add key-results to it and check-in to your goals percentage-wise.

Step 3: Add Key results

Key results are generally used if you want to break down a broader goal into smaller, understandable and measurable units. You can only add key results to a goal if you select percentage check-in.

For example:

Achieve $100 in sales can be broken down using the following key results.

 KR 1: Get $20 from existing customers.

 KR 2: Get $80 from new customers.

Also read: Why Do You Need A Performance Appraisal Software?

Step 4: Select and add contributors

While there are projects that you might be handling on your own, there will also be projects where you need to collaborate with other stakeholders. Once you create a goal, just click on ‘Add contributors’ and add the names of the users that you want to add as contributors. Now, you and your contributors can collectively work towards meeting the goal that you have created.

Step 5: Align them with organization’s goals

Now that you have successfully created a goal for yourself and/or with contributors, you can start working on accomplishing it. But Engagedly also gives you a chance to see how your goals can contribute to organizational success. You can align your goals to the company/department goals.

Once the goal is created, click ‘align’ and select the company goal or department goal that you want to align with. With this step, you are all set. Yes, it’s as easy as that.

Do you want to know how Engagedly can help you with Employee Goal Setting? Then request for a live demo.

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Srikant Chellappa
CEO & Co-Founder of Engagedly

Srikant Chellappa is the Co-Founder and CEO at Engagedly and is a passionate entrepreneur and people leader. He is an author, producer/director of 6 feature films, a music album with his band Manchester Underground, and is the host of The People Strategy Leaders Podcast. He is currently working on his next book, Ikigai at the Workplace, which is slated for release in the fall of 2024.

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