Fill in goal details like the objective, the notification frequency, end date and to whom the goal is to be assigned and save it.
You can also add attachments to goals by clicking ‘Choose File’ when creating a goal.
You will also have to decide if you want to the check-in to be a Percentage Check-In or a Quantity Check-In.
FAQ: How do I edit my goals?
You can edit your goals by click on the goals menu, which can be found on the top-right corner of the goal, denoted by a three-dotted line. You can edit both Active and Archived goals.
FAQ: How do I edit the goals that I assigned to my direct report?
If you want to edit the goals that you assigned to your direct reports, go to ‘My Team’ tab under ‘Goals’. Click on the active goals of the direct report that you want to edit the goals for.
A list of goals of your direct report will be shown. From this page you can edit the goals by selecting the ‘Edit’ icon beside the goal that you want to edit.
FAQ: Where can I see a goal that I’ve assigned to a direct report?
You can see goals assigned to yourself in the “active goals” tab. However a goal created for you direct report will only be visible on the Goals home page under “My Team”. You can also edit or delete goal assigned by you from here.
FAQ: What does the “Notify User” imply?
This is the frequency of reminder notifications that you want to send to a user. On the selected day, an email reminder is sent, requesting users to check-in with their goal progress. For example, if you select Weekly (Friday), a reminder is emailed every Friday as long as the goal is active.
There are no restrictions with respect to when one can check-in. Users can check-in and comment at any time for an active goal. So if you want very frequent check-ins, like daily or bi-weekly users need to be instructed appropriately as it might not be a good idea to send frequent email reminders.