Goals (2023)

Overview

• Getting started with goals in Perform & Engage 365
• The Goals Experience in Perform & Engage 365
• What units can be used for goals?
• What are the different levels of goals that I can set?

Goals for Admins

• Creating organisation goals
• Moving from SMART to hybrid goals
• Viewing the goals set across your organisation
• Importing your goals into Perform & Engage 365

Goals for Managers

• Creating department goals
• Creating team goals
• Creating goals for individual employees
• Completing or archiving goals
• Converting personal goals to team goals

Goals for Employees

• Creating Personal Goals
• Updating goals as part of your Perform & Engage 365 check-in
• How to update Goal progress outside of the Perform & Engage 365 check-in process
• Editing goals
• How do I view the progress and history of my goals

Advanced Goal Functionality

• Cascading Goals
• Creating Public Goals
• Goal auto-calculation and weighting