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Adding Employee Goals

Goals are an essential part of performance management. This guide explains how to add and track goals for employees throughout the review period.

Adding Goals to a Performance Review​

After assigning a performance review to an employee:

  1. Navigate to Manage -> Performance -> Performance Reviews
  2. Click the View button on the employee's review
  3. Select the Goals tab
  4. Click Add New to create a goal
Add Employee Goal

Tracking Goal Progress​

Once goals are created, you can track progress:

  • Use the increment and decrement buttons to adjust progress percentage
  • Save changes after updating progress
  • Add notes to document achievements or obstacles
Goal Progress Tracking

Viewing All Employee Goals​

All employee goals can be viewed centrally:

  1. Navigate to Manage -> Performance
  2. Select the Employee Goals tab
  3. View and manage goals across all employees
Employee Goals Tab

Goal Status Options​

Goals can have the following statuses:

  • Not Started: Goal has been set but work has not begun
  • In Progress: Actively working toward the goal
  • On Hold: Temporarily paused
  • Completed: Goal has been achieved
  • Cancelled: Goal is no longer relevant