The Goals module allows employees, managers, and admins to create objectives for themselves and their teams, specify the metrics of those objectives, and track and update the progress of their goals.

Table of Contents

Goals can be accessed via the Performance module. On the left-hand navigation bar, click on Performance, and then click Goals:

To create a Goal, click the blue Create Goal button:

Clicking the Create Goal button will take you to a screen where you can add goal details and metrics.

Title & Description: The name of the goal and a description of what the goal is.

Assignee: Who is responsible for completing the goal. Employees can only assign a goal to themselves, managers can assign a goal to their reports, and admins can create a goal for anyone.

Parent Goal: This dropdown lets you select if the goal you are creating is a subgoal of a larger goal, and will tie the progress of the subgoal to the parent goal. For example, if a goal is made up of 2 subgoals, completing 1 subgoal will increment the progress of the goal by 50%.

Start & End Date: The period of time during which the goal should be completed.

Once you have filled out this information, you can add goal metrics.

Goal metrics are used to track the progress of a goal. A goal is not completed until all the metrics are complete.

You can add 4 kinds of metrics to each goal:

Percentage (%): Used for general tracking of quantifiable goals. A percentage metric could be used for goals like "Get customer happiness score to 95%" or "Get customer churn to under 2%."

Dollar ($): Used for tracking monetary objectives such as a certain sales or fundraising target, e.g. "Achieve $500,000 in sales".

Number (#): Used for tracking quantifiable objectives with a fixed number, e.g. "Book 30 sales calls."

Toggle: Used for objectives that are either complete or incomplete with no other measurement. For example, "Complete respectful workplace training program," or "Complete health & safety certification"

Once a goal is created, its progress can be tracked and updated by clicking on the goal from the overview page.

In the screenshot below:

(1) The goal's assignee and overall progress is tracked in the first panel.

(2) The goal can be edited, duplicated, or deleted via the dot menu in the top right.

(3) Metrics can be updated via the arrow to the right of a metric.

(4) Comments about the goal can be left by the assignee, manager, and anyone with access to the goal.

Employees can only see their own goals in the My Goals tab, whereas managers can see goals for their employees and admins can see goals for the whole company via the Overview tab:

This page can be filtered for a more specific and granular view. For example, you may only want to see goals that are in progress for full-time employees in Toronto:

When doing a performance review, the employee's goals will be visible to managers writing reviews for that employee in a panel on the left: