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View, set up, and modify a goal

Updated

Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll
Available for the following HR plan: Platinum
Available for the following user access levels: Employee, Manager, Admin

The Goals (OKR) feature allows you to create a new company, team, or individual goal and specify The Goals (OKR) feature enables you to set new company, team, or individual goals, define key results, and outline measurement methods for progress. You can edit existing goals and key results, manage comments, view the company goal alignment chart, and delete goals if necessary. If a goal is private and you do not have permission to view it, then it will not appear in the alignment chart. If the child goal of the private goals are made public, they also will not show.

Important

Personal Level goal permissions are being retired on 30 November 2026 and replaced by a new Goals permission. Company Level and Group Level permissions have also moved to General Permissions, with existing configuration and access unaffected. The new Goals permission offers more flexible scoping options, not restricted to Personal goal types. Review your existing groups that still use Personal Level before the retirement date.

  Interactive learning

Watch a video

Getting started

Add a goal and key result
  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   Add New button.
     
  5. Complete the following fields:
    • Name.
    • Description.
    • Owner.
    • Due date.
    • Goal alignment.
    • Feed to alignment.
    • Goal type:
    • Visibility:
      • Everyone.
      • Group.
      • Participants.
  6. Click or drag a file onto the upload tile to add any required documents.
  7. Click the Continue button.
     
  8. Click the Add Key Result button.
     

  9. 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.
  10. Click the Save button.
     
Add a comment
  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.

     

Add an emoji reaction
  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 an emoji added.
  5. Click the   button.
  6. Select the required emoji reaction.
     
Copy a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click on the My Goals tab. 
  4. Click on the goal you want to copy.
  5. Click on the 3 dots in the top right-hand side of the goal tile.
  6. Click on Make a Copy.
  7. In the goal creation popup box, make any edits to the following copied goal fields:
    • Name
    • Description (optional)
    • Owner
    • Due date
    • Goal alignment (optional)
    • Goal type
    • Upload files - upload any related files from your computer
    • Visible to 
       
  8. Click on Continue.
  9. In the next screen, select your Key Results. 
     
  10. Click on Save. 

Daily activities

Search for a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click the Search Goals tab.

  4. Select the employee from the search list.

    Helpful Hint

    The search result will list all the goals that the employee is a part of; i.e. they can either be a goal owner, key result owner, or key result collaborator.

     

View an archived goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click on Filter.
  5. Tick Include archived.
  6. Click on Apply.
View goal details via the Performance menu
  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 you wish to view
     
View goal details via the My Dashboard feature
  1. Click the   Home menu.
  2. Within the Goals (OKR) widget, you can click the desired goal to view further details.
     
View company goal alignment
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click the Company Goal Alignment button.
     
  4. Click the   or   buttons to either expand or minimise the displayed goals.
     

Editing data

Edit a goal
  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 editing. 
  5. Click the   button.
  6. Click the   Edit button.
     
  7. Make the required changes.
  8. Click the Save button.
     
Edit a key result
  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 key result edited.
     
  5. Click the   button.
  6. Click the   Edit button.
     
  7. Make the required changes.
  8. Click the Save button.
     
Edit a comment
  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 edited.
     
  5. Click the   button.
  6. Click the   Edit button.
     
  7. Make the required changes.

  8. Click the Save Changes 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.

     

Update the status of a goal
  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 updating.
     
  5. Click the   button.
  6. Click the   Update Status button.
     
  7. Update the status of the goal.
  8. Click the Post Update button.
     
Update the status of a key result
  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 key result updated. 
  5. Click the   button.
  6. Click the   Update Status button.
     
  7. Update the status of the key result.
  8. Click the Post Update button.
     

Removing data

Archive a goal
  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 archiving.
  5. Click the   button.
  6. Click the Archive button.
Bulk-archive a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Tick the checkbox in the top left-hand side of the goal to bulk-archive. Repeat as many times as you wish to bulk-archive the goals, or click on Select All. 
     
  5. Click on Archive.
  6. Add in your bulk-archive reason into the text box.
  7. Click on Archive.
Bulk-delete a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Tick the checkbox in the top left-hand side of the goal to bulk-delete. Repeat as many times as you wish to bulk-delete the goals, or click on Select All.
     
  5. Click on Delete.
  6. Add in your bulk-delete reason into the text box.
  7. Click on Delete.
Delete a comment
  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 deleted.
  5. Click the   button.
  6. Click the   Delete button.
     
  7. Click the Delete button.
     
Delete a goal
  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 deleting. 
  5. Click the   button.
  6. Click the   Delete button.
     
  7. Click the Delete button.
     
Delete a key result
  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 key result deleted. 
  5. Click the   button.
  6. Click the   Delete button.
     
  7. Click the Delete button.
     

Further Information

Explanation: Goal alignment

The goal alignment feature shows a point of relationship between each goal and shows why certain goals are important within your organisation. From a top-down approach, you can drill down from the company goal to see what certain groups and individuals are doing to achieve the overarching company goal within your organisation.

Meanwhile, from a bottom-up approach, it helps individuals understand the context behind why the specific goal they they are working through is important and how it aligns back to your organisation's overarching company goal.

The Goal Alignment drop-down menu will show all goals to Admins/Owners, whereas all other users will only see goals based on their sharing options.

Glossary: Sharing options
Everyone Everyone is the default setting used by all existing goals.
Participants Goal owner, key result owner, key result collaborators and their relevant managers (primary, secondary and indirect).
Groups Same permission as participants plus anyone that is also part of the group assigned to the goal.
Which goals have sharing options?
  Everyone Participants Teams
Company goal  
Group goal
Individual goal  

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