This page displays the list of goals that are assigned to you. You can create goals for yourself and add task to the created goals.
To search for a particular
goal, under the Search section select goal start and due date, goal
name, goal type, or goal status and click Search . Based on the
search criteria, the records will be displayed.
To create a new goal, click
the New Goal pop-up
will appear. It contains the following fields:
Visibility: Select visibility type either public or priority
Goal Name: Enter the goal name
To add goal name click 
the Goal Library pop-up appears. Select the goal you want to add.
To add a goal to the goal library, click 
the Add Goal pop-up appears, enter details and click Save.
Note: You can add a goal to the goal library only when the privilege is given to you.
Goal Type: Select the goal type as individual
Align To: Select either business or department goal
Assigned to: Your name will be auto-populated
Starts On: Goal start date
Due By: Goal due date
Effort: Select either high, medium, or low
Priority: Select either high, medium, or low
Goal Owner : Goal owner (manager) name will be auto-populated
Status: Initially the status will be new
Goal Description: Description about the goal
After providing all the
details click Save .
To view/update the goal
details, click 
the
View Goal pop-up will appear. Make the required changes and click
Update .
To delete a goal, click a
a confirmation pop-up
will appear, click OK .
You can perform more actions
on a particular goal, as required. To view the options, click 
a pop-up appears displaying the
options that you can perform on that goal. Each option is explained
below.
Void
To void a goal, click the Void
option, a confirmation pop-up appears click OK
Add KPI
To add KPIs to a goal, click the Add
KPI option a pop-up will appear. It contains the following fields:
KPI Name: Enter the goal name
To add a new KPI, click the New KPI pop-up appears, enter details and click Save. To add this KPI to the library, click Add to Library.
To add KPI from the existing library click the KPI Library pop-up appears. Click the KPI you want to add.
KPI Type: Select the KPI type either smart or actionable
Metric Type : Select the metric type
Target Value: Enter value
Starts On: Goal start date
Due By: Goal due date
Status: Initially the status will be new
Progress: The progress can be updated based on the status
Effort: Select either high, medium or low
Priority: Select either high, medium or low
Owner: Goal owner, it is auto-populated
Assign To: It is auto-populated
Score Scale: Select how you would like to display the goal score
Frequency to Update Goal: Select frequency type i.e., when you need to update the goal status either daily, weekly or monthly.
KPI Category: Based on the KPI selected, it is displayed
Description: Description about the KPI.
After providing all
the details click Save .
Add/View Task
To add task, click the Add/View
Task option, the Add Task pop-up appears. It displays the list
of tasks (if any) that are already added to the goal.
Enter task name, select frequency to
update the task, starts on, due by date, add notes, task description, and
click Save .
To
view/update the task details, click the available under the
Actions column, a View Task pop-up appears. Make the
required changes and click Update .
View/Add Comments
To view/add comments to a goal, click
the View/Add Comments option, a pop-up appears. Enter your comments
and click Add .
Share
To share a goal with other employees,
click the Share a pop-up appears. Select department, employees of
that particular department are made available in the employees field,
choose employees and click Share .
View/Add Weightage
To add view/add weightage to a goal,
click the View/Add Weightage option, a pop-up appears. Enter the
weightage and click Save
Plan Meeting
To plan a meeting regarding a goal,
click the Plan Meeting option, the Plan a Meeting pop-up
will appear. It contains the following fields:
Title: Enter meeting name
To: Select employee
Location: Meeting location
Starts On: Select meeting start date and time
Ends On: Select meeting end date and time
Reminder: When to reminder the employee (a reminder notification will be sent to the employee)
Recurrence: Recurrence type
Notes: Add notes about the meeting
After providing all
the details click Send Invitation .
KPIs
To view the KPIs assigned to a goal
click 
, the list of KPIs
added to the goal will be displayed.
To view/update the details of a KPI,
click the View KPI
pop-up will appear. Make the required changes and click Update .
To remove a KPI, click
a confirmation pop-up
will appear, click OK .
To rate a KPI, click , the More Actions pop-up
will appear. Click the Rate KPI option, a pop-up will appear,
select the score and click Update .
To request feedback from the employees,
click , the More
Actions pop-up will appear. Click the Request Feedback option,
a pop-up will appear, select the employees and click Request .
To download the team goal details, click
, the Select Export
Format pop-up will appear. Click the required format, the file will be
downloaded.