Add a goal

This article covers: Add goal.

Before you start

Access. You need access to Employee Services > My Goals. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Employee Services > My Goals.
Select Add goal.
In the window Goal fill in the fields below.

Field	What it means and what to enter
Goal title	A short title people will recognise.
Description	Free text for your own notes.
Goal type	Choose one: Individual, Team, Department, Project, Development, Behavioural, KPI, OKR, SMART, Custom.
Start date	The first day the record is in force.
Due date	The day it must be done by.
Weight	A number between 0 and 100 unless the screen says otherwise.
Priority	Choose one: Low, Medium, High, Critical.
How it is measured	Choose one: Percentage, Number, Currency, Count, Score, Done or not done, Milestones, Date, Other.
Unit	The unit the number is measured in, for example days or hours.
Direction	Choose one: Higher is better, Lower is better, Exact target.
Baseline	Where things stand today.
Target	Where you want it to be at the end.
Success criteria	What done looks like, in a sentence or two.
Who can see it	Choose one: Me and my manager, Only me, My team, My department, Everyone.
Key results	Type the key results.
Milestones	Type the milestones.

Select Save draft.

The window closes and the table shows the result.

If something does not work

The button "Add goal" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.