How To Create Goals

Juan Burgos

Edited February 14, 2025 03:09

Setting and creating goals is a great way to keep employees on track with their expected metrics, accomplishments, and milestones. In order to create goals, users need the Goal alignment permission. If you're not sure how to add this permission to your account, be sure to contact your supervisor or ClearCompany account manager to assist.

Once you have this permission, follow the steps below to learn how to create a goal and align it to a supervisor's goal, if you wish to do so.

In this article:
Navigating to Goals
Creating Goals
Goal Weight
Additional Resources

Note: Depending on goal visibility and your organization's notification settings, members of your team may receive email notifications with goal status updates. To change these settings, please contact your account manager at ClearCompany.

Navigating to Goals

Click on Me at the top of your Dashboard and Goals Or Goals on your homepage.

Creating Goals

Getting Started

Click +Add on the Goals section of this page.

Goal Fields

Category: Type of Goal, options are:
- Performance: Goals aligned with an employee's role and responsibilities.
- Onboarding: Goals associated with ramping into a new job such as learning a new product, completing onboarding training, etc.
- Career Development: Goals aligned with progressing further in an employee's current role or into a different role.
- Self-Development: Goals focused on improving mental and social skills; they can be related to work but don't have to be.
Title: Title of Goal
Description: What are you going to accomplish? What steps will you take? Use as much detail as your organization requires. Pro-Tip: Make sure your goals are specific, measurable, attainable, relevant, and time-bound (SMART). If you're unsure what your goals should be, check with your supervisor. Also, check out this Best Practices: Creating SMART Goals article for additional ideas.
Date: When will you begin and complete work on this goal? Depending on your organization, this may align with a Performance Review Cycle or Fiscal Year. Click the dates highlighted in blue and a calendar widget will appear allowing you to choose specific days.
Unit Type: What type of unit will you be measuring this goal by? Is it money, amount, percentage, or N/A.
Unit Goal: This defines the total amount of unit type that would be measured in this goal.
Unit Description: This is a description of the unit measurements.

When a unit type and unit goal are added, the progress update will be updated based on the numeric indicator.

Visibility

Who can see and interact with your goal? The default will be for this goal to be visible to your entire company. Keep in mind that your HR Administrator and CEO will be able to see all goals. It is also good to note that the visibility settings of a goal can be changed at any time. Below is a list of all the different Goal Visibility settings for your goal and what they mean:

Everyone: Can be seen by all Users in the platform.
Just Me: Only seen by yourself via your User Profile.
My Superior: The supervisor the user reports to.
All My Superiors: This is intended to be everyone connected to you up the org chart, so my manager's manager, my manager's manager's manager, etc.
My Peers: Seen by anyone on My Team in the Platform (Users who have the same Supervisor as you).
My Direct Reports: Seen by Users of which you are the Supervisor.
All My Subordinates: Seen by your Direct Reports, their Direct Reports, etc. all the way down the Hierarchy.

Alignment

Align your goal to one of your supervisor's goals.

Does your work align with the organization's goals? If your goal supports your supervisor’s, show this by aligning with their goal. It's important to remember that when aligning your goals to those of others, you can only select from the goals of users you report to directly. You also have the ability to leave a goal Unaligned if you so choose.

Feedback

If you would like someone other than your supervisor to be able to provide feedback on your goal, you can add their name here. This will give them the ability to leave comments and progress updates on your goal. Your supervisor will automatically have this ability and cannot be removed as a user who can provide feedback.

Once you are satisfied, click Save Goal. Once published, anyone with visibility to your goal can comment or see your progress.

Goal Weight

As you make new goals, you can manage the weight of each goal to provide transparency regarding goal priority and importance. Weights reflect the percentage of the final score for the goal review section of a performance review. If the percentage total does not equal 100%, they will be adjusted proportionally.

Additional Resources

Introduction to Goals
Managing Goals