Goals let you set objectives for an employee and track them over time. A new goal starts as Not Started with zero progress.
Steps
- Go to Goals and click Create Goal (or New Goal).
- Choose the Employee the goal is for.
- Enter a Title, and optionally a Description.
- Optionally set a Target Date.
- Choose a Priority: Low, Medium, or High.
- Optionally link the goal to one of the employee’s performance reviews.
- Save. The goal is created and you land on its details page.
Tip: Setting a target date lets the Goals list flag the goal as overdue if its deadline passes before it is completed.