With Goal Types set up, your next step is to create goals to live within those templates.
As you create Goals, this begins to build out your Goal Library - a list of goals that you can pull from and/or re-use in years to comes.
Adding a New Goal
Under the Learning Management menu tab, select Goals. Click on the green Add New button.
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Fill out the settings:
Field Name | Description |
|---|---|
Code | Internal code used for organization by administrators. |
Name | The name of the goal. This will show to the associate. |
Goal Type | Select one of the Goal Types that you created earlier that this goal will fall under. This controls some of the additional settings and fields that might show up. |
Description | The meaning or description of this goal that should show. |
User Can Edit Measurements | Note: Not applicable unless using measurements. Leave this unchecked unless you are using Measurements in your Goal Types. |
Meets Expectations/Exceeds Expectations | Note: Not applicable unless using measurements. If the Goal Type that you select utilizes the Measurement settings, additional fields will appear for you to define what meeting the expectations of this goal look like, versus exceeding the expectations of this goal. |
Default Due Date | Based on company annual review process, set a due date for the goal to be accomplished by. |
Click Add Goal.