With Goal Types set up, your next step is to create individual goals to live within those templates.
As you create Goals, this begins to build out your Goal Library - , a list of available goals that you can pull from and/or re-use in years to comesassign out to associates.
Adding a New Goal
Under the
...
HR menu tab, select
...
Goal Library.
Click on the green Add New button.
...
Fill out the following 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 |
selection will determine 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 for this goal type. |
Leave this unchecked unless you are using Measurements in your Goal Types.
Meets Expectations/Exceeds Expectations
Note: Not applicable unless using measurements.
Enabling this will allow users to edit or write their own measurements for this goal. | |
Default Due Date | Based on company annual review process, set a default due date for the goal to be accomplished by. |
Click Add Goal.
Repeat this process to build out the rest of the goals you will be assigning to your employees for this Performance Review period.
Now that you have your goals created, learn how to assign goals to associates as well as how to add dynamic metrics and results.