Setting and creating goals helps employees stay aligned with expected metrics, accomplishments, and milestones. Goals also support performance tracking, development, and organizational alignment. To create goals, users must have the Goal alignment permission. If you do not have this permission, contact your supervisor. Once you have access, follow the steps below to create a goal and optionally align it to your supervisor’s goals.
In this article:
Navigating to Goals
Creating Goals
Goal Weight
FAQ
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, refer to Goal Settings.
Navigating to Goals
-
Click on Me at the top of your Dashboard and select Goals, or select Goals on your homepage.
Creating Goals
-
In the Goals section, click Add a Goal Now.
- Complete the required goal fields, outlined below:
-
Category: Select the 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: A short name for your goal.
-
Description: Describe what you will accomplish and how you will achieve it.
- 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.
- Start Date: The date you begin working on the goal.
- Due Date: The date by which the goal should be completed.
- Unit Type: Defines how progress is measured: Money, Amount, Percentage, N/A.
- Unit Goal: The numeric target for the selected unit type.
-
Unit Description: Additional context about how progress is measured.
- When unit type and unit goal are added, progress updates will automatically calculate based on numeric values.
-
Category: Select the type of Goal, options are:
Goal Visibility
Goal visibility controls who can view your goal.
- Everyone: Visible to all users.
- Just Me: Visible only to you (not included in performance evaluation)
- My Superior: Your direct supervisor.
- My Secondary Supervisor: User listed as a secondary supervisor.
- All My Superiors: Manager hierarchy above you.
- My Peers: Seen by users who share your manager.
- My Direct Reports: Users who report directly to you.
-
All My Subordinates: Your full reporting hierarchy below you.
Note
HR administrators and strategic alignment users can always view goals regardless of settings.
Alignment
You can align your goal to your supervisor’s goals to show how your work supports organizational priorities.
- You can only align with goals from your direct supervisor.
- Alignment is optional.
- You may leave a goal unaligned.
Feedback
You can allow additional users to provide feedback on your goal.
- Your supervisor always has access to feedback and cannot be removed.
- You may add other users as feedback contributors.
- Goal feedback is visible only between the employee and assigned feedback providers.
- Goal admins can view goals but not feedback content.
Once you are satisfied, click Save Goal. Once published, anyone with visibility to your goal can comment or see your progress. Depending on your organization’s settings, updates may trigger notifications or email alerts.
Goal Weight
Goal weight determines the importance of each goal in performance reviews.
- Weights are expressed as percentages.
- All goal weights should total 100%
- If they do not, they will be proportionally adjusted.
Managers use goal weights to determine performance scoring impact.
For more information, refer to: Goal Weighting Overview.
FAQ
Yes. You can update most goal fields after saving.
Visibility controls who can see your goal, and Alignment shows how your goal supports another goal in the organization.
Anyone with visibility access to the goal can view updates. HR and goal admins can always view updates.
Additional Resources
Introduction to Goals
Managing Goals
Goal Settings
Goals and Performance Reviews: A Comprehensive Guide
ClearInsights Prebuilt Liveboard: Employee Goal Use Overview
ClearInsights Prebuilt Liveboard: Goal Alignment Overview
ClearInsights Prebuilt Liveboard: Goal Progress and Updates Overview
Comments
Please sign in to leave a comment.