1. Log in to Employment Hero.
2. Click the   Performance menu option.
3. Click the Goals submenu option.
4. Click either the My Goals or Company Goals tab.
5. Click the   Add New button.
   
6. Complete the following fields:
   • Name.
   • Description.
   • Owner.
   • Due date.
   • Goal alignment.
   • Feed to alignment.
   • Goal type:
     • Individual.
     • Group:
       • Select team from your existing work groups.
     • Company.
   • Visibility:
     • Everyone.
     • Group.
     • Participants.
7. Click or drag a file onto the upload tile to add any required documents.
8. Click the Continue button.
   
9. Click the Add Key Result button.
   

10. Complete the following fields:

    • Enter key results.
    • Owner.
    • Due date.
    • Choose one of the four metrics and complete the measurable fields:
      • Percentage.
      • Monetary.
      • Numerical.
      • Complete.

    Important

    Depending on which of the four metrics you choose for the key result, the measurable fields displayed will change.

    • Collaborators.
11. Click the Save button.
    

1. Click the   Performance menu option.
2. Click the Goals submenu option.
3. Click either the My Goals or Company Goals tab.
4. Click the goal that needs a comment added.  
5. In the Comments field, enter the desired comment.

6. Click the Comment button.

   Helpful Hint

   Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

By default, admins and managers have full access to view, edit, and remove goals and key results. Employees can view goals and key results that are relevant to them, but may have limited editing or removal permissions depending on their role and the goal's visibility settings.

Users can view goals and key results based on their permissions and the visibility settings chosen when the goal was created. For example, a goal set to "Everyone" will be visible to all employees, while a goal set to "Group" or "Participants" will be restricted accordingly.

Admins and managers can edit all goals and key results. Employees can edit goals and key results they own or have been given permission to edit. Editing permissions can be adjusted by admins and managers as required.

Admins and managers can remove any goal or key result. Employees can only remove goals and key results they own, unless additional permissions are granted.

If you need further assistance with permissions or managing goals and key results, please contact your system administrator or reach out to Employment Hero support.

• Create and assign a group
• Performance management overview