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Create, edit and assign goals

The following article is a guide on how to create goals and assign them to employees.

Click your way through the task

Below you can click your way through the process and get instructions before you use the procedure in Emply People. Click Storylane_Fullscreen_Icon.png in the top right corner to see the click-demo in full-screen. Hit esc to exit full screen.

Create goals

  1. From the main menu, go to Settings+Templates .

    Settings_ss.png

  2. Click Goals

    Screenshot_2023-03-10_at_13.02.28.png

  3. Click on New Goal

    Screenshot_2023-03-10_at_13.07.36.png

  4. Fill out the relevant information under Basic info

    Screenshot_2023-03-10_at_13.08.53.png

    • Title: Give the goal a title

    • Soft goal: If you select Soft goal, the goal will be rated by the manager

    After selecting Soft goal, you have to define your rating scale:

    How_to_create5_en.png

    After selecting Hard goal, you will get the following options

    How_to_create6_en.png

    • Numeric target: Target reached by obtaining a certain numerical value

    • Money target: Target reached by obtaining a monetary value

    • Skills target: Target reached by obtaining a particular set of skills

    • Icon: Pick an icon to represent the goal

    • Color: Pick a color to represent the goal

  5. Finally, you can select who has access to the goal:

    How_to_create7_en.png

    Click Save when you have defined your goal

Edit goals

  1. Go to Settings in the main menu and click on Templates

    Settings_ss.png

  2. Go to Goals

    Screenshot_2023-03-13_at_13.22.58.png

  3. Open the goal you wish to edit and make relevant changes

    Screenshot_2023-03-13_at_13.24.15.png

  4. Click Save when you are done

Assign goals

  1. Go to Employees and click on the relevant employee you wish to assign the goal to

    Employees_ss.png

  2. Click on the three lines and select Goal

    Screenshot_2023-03-10_at_13.22.33.png

  3. Fill out the relevant information

    Screenshot_2023-03-10_at_13.25.49.png

    New goal: Assign a completely new goal along with a new objective

    • Title: Give the goal a title

    • Start date & End date: Select a time frame for the goal

    • Existing goal: Assign new objective to an existing goal

    • Target: Pick a target

    • Importance: Define the importance of achieving the objective

    • Description: Write in what you like to describe the goal

    • Visible to non involved users also: Changes who can see the goals

    • Each objective is openly shared within the goal: Toggle to change how the goal is shared

    • Only the overall responsible can update objectives: Enable so the person responsible can update objectives

    • Repeat each year: Enable to repeat each year, quarter, month or week

    • Trophy: You can choose to assign a trophy once the objective has been achieved

  4. The same terminology applies for Existing goal, which assigns a new objective for an existing goal

    Screenshot_2023-03-10_at_13.37.36.png

  5. Click Save once you are done

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