Goal Weighting

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Your goals should reflect your priorities, paint a clear picture of why your job exists, and define what success looks like. This means that some of your goals are going to have a bigger impact on your overall performance score or grade. This is where goal weighting comes in - goal weighting is useful if you want to order them in priority and help users understand the goal's importance. 

In this article:
How are goals weighted in ClearCompany?
How to Weight Goals?
Goal Prioritization
Additional Resources

How are goals weighted in ClearCompany?

An admin or the user creating a goal can set weighting however they want.
Goal Weights.png

A. These weights are used to calculate the final score for the goal review section of performance reviews. If you don’t want a goal to be counted, set its weight to ‘0’.

B. Your weights don't equal 100%? It's okay. We proportionally adjust them for performance reviews. If weights are left blank, we will equally distribute the remaining weights for performance reviews.

How to Weight Goals?

    1. From the Dashboard, navigate to your goals. Goals copy.png

    2. Select Manage Weights, under In Progress Goals Manage.png

    3. A new window will pop up where you can assign the weights of the goals. If they do not equal 100% (less or more), we will adjust them proportionally in a performance review. Assigned Weights.png

    4. Once done, click Save.

    5. From the Goal's page, you will see the weights of the goal, and they can always be edited the same way.

How it works

Goals have different levels of importance. We also know that transparency is key at all steps of the goals management process and that employees and managers need to be on the same page in terms of goal priority and importance.

Weights Information

  • When creating goals, weights do not need to add up to 100%.
  • When preparing a performance review for launch, the goal’s current weight gets pulled in as a default. If desired, the weight can be adjusted.
  • Goal weights in performance reviews do not need to add up to 100%, we will proportionately use the inputted weights as score multipliers when calculating the final goal section score.
  • Only goal owners and their managers can edit goal weights in performance reviews.

    • Other actors in the performance review will see the most recent weights, either the original weight from the goal profile or the weights edited by the goal owner (subject) or their manager.

    • Weights will be used as a score multiplier when calculating the final goal section score.

Performance and Goal Weights

  • In a performance review, goal weights do not need to add up to 100%. The inputted weights will be used as score multipliers when calculating the final goal section score.
  • If a goal is deleted and no longer appears in the review, its weight will be set to 0. (This is done automatically, in the system.)
  • If a performance review has a final score section, that is the only value taken into account when calculating the final score. Screenshot 2024-02-05 at 10.09.19 AM.png
  • If there is no final score question, the answer from each question will derive an average score. For example, if an actor selects 0, 5, and 10 across three questions, the score will be 7.5.

  • The last user to provide a score, regardless of their relationship to the subject, will be used as the final score for the performance review. If there is a final score question, that score will be used as the final score for the entire review. If there is no final score question, the last actor’s weighted score will be used as the final score for the review.
  • Any goal weight changes in a performance will only impact the goal weight on this performance review, they will not carry over into other performance reviews that include the same goal, and they will not change the goal weight on the goal itself.
  • Each individual question’s score will remain unweighted; only the weighted average running score will take the goal weights into account.
  • Only the subject’s and manager’s scores will take weights into account.

Goal Prioritization

You can also order your goals based on importance. Follow the instructions below. Keep in mind prioritizing goals is only to change the display order of the goals in the goals page. 

    1. From your goals page, select Prioritize Goals. Prioritize.png

    2. Using the hamburger icon drag and drop your goals based on how you would like to order them. Kebab.png

    3. When done click Save Changes. Save Changes.png

Additional Resources

How to create goals
Providing Feedback to Your Direct Reports
Goals and Performance: A Comprehensive Guide

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