My goals

My Goals lists what you are working towards, with the progress of each. You keep your own goals here.

Who can do this

• Anyone linked to an employee record can add, update and remove their own goals, outside the demo workspace.
• Owners and admins can also keep an employee's goals: on the Employees screen, click Goals on their row, then Add goal for and their name.

Before you start

Your account must be linked to your employee record.

Steps

Add a goal

1. Open HR, then My Goals under General.
2. Click Add Goal.
3. Fill in the Title, the Progress (%) from 0 to 100, and a Due date (optional).
4. Under Where it stands, choose On track or At risk. This is not asked when progress is 100%.
5. Click Add goal.

Update progress

1. On the goal's card, change Progress (%), and Where it stands if needed.
2. Click Update.

A goal at 100% shows Done.

Edit or remove a goal

On the card, click Edit to change the title or due date, or Remove, then Remove goal.

Common problems

• "That is 30 open goals already. Finish or remove one first."
• "Progress must be a whole number from 0 to 100."

Related

• Scorecards
• Review scores