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Goal management

The following article will show you, as a manager, how you can work with goal management for your employees. By setting smaller objectives for your employees, you can achieve bigger long term goals for your company. This feature enables you to track and assess the progress that your employees are making towards a specific goal. As a leader, it is essential to know which employees are meeting corporate goals, and to know if any employee needs are not being met in order for them to excel in reaching their objectives and goals.

Overview of goals from the employee profile

  1. Go to Employees in the main menu.

    Employees_ss.png

  2. Click on the relevant employee and then the Goals & Learning

    Screenshot_2023-01-02_at_13.11.51.png

  3. Under the Goals & Learning tab you can get an overview of the progress of goals and objectives

  4. You can click on either Goals or Objectives to see the progress of your employee as a percentage

    Screenshot_2023-01-02_at_13.16.13.png

  5. By clicking on the calendar dates in the top right corner, you can edit how long the employee has to reach the goal or objective

    Screenshot_2023-01-02_at_13.25.58.png

Manage goals under the Goals tab

This section focuses on managing your employees goals and objectives with the different features that Emply offers.

  1. Go to Employees in the main menu

    Employees_ss.png

  2. Go to the Goals tab and choose whether you want to manage a goal or an objective

    Screenshot_2023-01-02_at_13.44.35.png

  3. Click on the relevant goal or objective

  4. You can edit the existing goal and add objective or edit

    Screenshot_2023-01-02_at_13.50.18.png

    • Goal: A long term target

    • Objective: Short term targets that contribute to achieving an over all goal

  5. If you choose to further edit the goal, you can alter the fields below:

    Screenshot_2023-01-02_at_13.53.35.png

    • Title: What is the name of the goal?

    • Type: What type of goal is it? (Goal types are created in "Templates")

    • Target: What is the target?

    • Importance: How important is it to achieve the goal?

    • Responsible: Who is responsible for achieving the goal?

    • Description: You can choose to put a description for the goal

    • Upload document: You can choose to upload relevant documents

    • Trophy: If any trophies have been created in templates you can select them from the drop down list

    • Accessibility: Includes several options, such as

    • Visible to non involved users also can be activated to be visible to users that are not involved with the goal

    • Each objective is openly shared within the goal can be activated to make each objective within the goal visible

    • Only the overall responsible can update objectives can be activated to ensure that only the overall responsible can update objectives

    • Repeat each Year can be activated to repeat every year/quarter/month/week

      You must remember to click Save

  6. To add an objective, you must fill out the following information:

    Screenshot_2023-01-02_at_13.59.45.png

    • Title: What is the name of the objective?

    • Start date: When does the employee begin working towards the objective?

    • End date:When should the employee have reached the objective?

    • Target: What is the target for the objective?

    • Importance: Level of importance of reaching the objective

    • Responsible: Who is responsible for reaching this goal?

    • Description: You can choose to put a description for the objective

    • Trophy: If any trophies have been created in templates you can select them from the drop down list.

      You must remember to click Save after adding a new objective

  7. You can also edit existing objectives by unfolding details about the objective and clicking Edit

    Screenshot_2023-01-02_at_14.03.55.png

  8. The following information can be edited about the objective and save the changes by clicking Save

    Screenshot_2023-01-02_at_14.07.36.png

  9. By clicking on the arrow as shown below, you can unfold details about and manage existing objectives by rating the progress the employee is making

    Screenshot_2023-01-02_at_14.14.46.png

  10. Write in the number correlated with the progress the employee has made on this task under Realized

    Screenshot_2023-01-02_at_14.20.10.png

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