As a manager, you can create and assign goals to your direct reports. You can also manage assigned goals, approve (or reject) goals created by employees, and monitor them in the background.
📌 Note: Managers can only assign goals for their direct reports (i.e., the employee directly under them in the company's reporting lines).
Navigate to Goals > Member goals
Click on + Assign Goal and:
Enter the Goal Name and description for easy finding
Select a Category: this version will start out with the four following categories:
Business Goal
Personal Improvement Plan
Research
Self-Development Plan
Owner: select a direct report
Start date: the date your member begins implementing the goal
End date: the deadline for completing the goal
Key Results of Performance Indicators: set the outcomes for measuring effectiveness. Key results can be measured by one of the following indicators:
Achieved/ Not Achieved
Currency
Numeric
Percentage
Click Assign to allocate this goal
Your direct report will receive an email notification after you assign them a goal.
💡 Tip: You can also view the number of goals you have assigned for each member at the Member Goals tab.
