Introduction to Goals

Goals within ClearCompany let employees and users define what they would like to accomplish in their role in a specific time frame. These goals can be used by managers to conduct performance reviews and have conversations with their employees about what they hope to accomplish with the company. In this article, we will cover the relationship between goals and ClearCompany.

In this article:
Goals & ClearCompany
Permissions
Goal Categories
Additional Resources

Goals & ClearCompany

ClearCompany makes it easy for employees to create goals and for managers to follow those goals to make sure their employees are on the right track and are making an impact on the company. Below are the places where goals can be used and found:

1. Individual Goals
2. CEO Goals
3. Role Based Goals
4. Goals & Performance

Permissions

Below are the permissions needed to create, view, or contribute to goals.

Goals Permissions
	Goals Alignment	Goals Admin
* Goals Settings button appears, but need Goal Alignment to view settings. ** Only if the user has direct reports
Goals Setup		*
Me - Goals (add, view, edit, align, post updates)
Team- Goals (if specific goal visibility allows: view, comment (delete comment), add self as a contributor, add tasks)
Company - Goals & Performance Overview & Goal Chart
Editing other colleagues' goals
Editing direct reports goals	**
Goal Feedback & Goal Private Notes	**
Dashboard (Home) - My Goal Chart/Widgets & Newsfeed Goal Updates
Dashboard (Home)- My Team Goal Chart/Widgets & Newsfeed Goal Updates	**
Dashboard (Home)- Goal Check-In	**

Goal Categories

When creating Goals, setting a category is crucial so users are aware of what kind of goal they are working towards and also helpful during Performance Review season when pulling the right goals into a performance review. Below are the categories available.

• 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.

Additional Resources

How to Create Goals

Managing Goals

Goals and Performance: A Comprehensive Guide