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Assign a Goal for a Direct Report
Assign a Goal for a Direct Report
Updated over a week ago

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.

๐Ÿ“Œ Note: Managers can only assign goals for their direct reports (i.e., the employee directly under them in the company's reporting lines).

  1. Navigate to Goals > Member goals

  2. 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

  3. Click Assign to allocate this goal

Your direct report will receive an email notification after you assign them a goal.

๐Ÿ’ก Tip: You can also view the number of goals you have assigned for each member at the Member Goals tab.

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