Creating a goal for a team member
As a manager, you can create goals and assign them to your team members. The creation of goals is based on the selection of a goal plan and a goal type. Goal plans are created to schedule a set of objectives for a given period of time and can be assigned to your entire organization or specific populations. Each goal plan is composed of at least one goal type, which is a category of goal containing additional permissions and assignments.
To create a goal for one or several team members, proceed as follows:
In Passport > Goals, click Create goal at the right side of the screen. The Create goal panel opens on the right. You can also find the Create goal button in the Goals section of Passport > Overview, and under +Create button in the header bar.
In the Goal target section, select Other colleagues. One individual goal is created for each colleague that you select.
Select a goal plan in the Goal plan drop-down list. If only one goal plan is available, it is selected automatically. The goal types available are updated accordingly.
Select a goal type by clicking one of the available goal types.
In the Who do you want to create this goal for? field, search for and select the colleagues or organizational units for which you want to create the goal. To select all your direct reports at once, click Add my direct reports at the top of the list of results.
Click Next. You are redirected to the goal creation page.
Fill out the sections detailed in the following table. The sections and fields shown depend on the configuration of the goal plan and the goal type, and mandatory fields are indicated with a red asterisk.
| Parameter | Description |
|---|---|
| Basic information | |
| Goal plan | View the goal plan of the goal. |
| Goal type | View the goal type of the goal. |
| Name | Enter a name for the goal. |
| Description | Enter a description for the goal. |
| Priority | Select a priority level for the goal: High, Medium, or Low. |
| Due date | Select a due date for the goal using the calendar tool. |
| Goal weight | Enter the weight of the goal, as a value between 0 and 100. This field is only displayed if goal weighting is enabled in the goal plan and the goal plan has a fixed period. |
| Measurement criteria | |
| Add measurement criterion | Click this button to add a measurement criterion against which the progress of the goal is evaluated. To add another criterion, click the button again. To delete a criterion, click the trash can icon at the top right of the criterion. |
| Description | Enter a description for the criterion. |
| Unit | Select a measurement unit for the criterion:
|
| Starting value | Enter a starting value for the criterion. For the Binary unit, the starting value is always No. |
| Target value | Enter a target value for the criterion. For the Binary unit, the target value is always Yes. |
| Minimum target / Maximum target | Enter a minimum and a maximum target for the criterion. These fields are only displayed if minimum and maximum values are enabled in the goal type, and not for the Binary unit. |
| Due date | Select a due date for the criterion using the calendar tool. |
| Deliverables | |
| Add deliverable | Click this button to add a tangible outcome for the goal. To add another deliverable, click the button again. To delete a deliverable, click the trash can icon at the top right of the deliverable. |
| Description | Enter a description for the deliverable. |
| Due date | Select a due date for the deliverable using the calendar tool. |
| Progress tracking | |
Progress tracking method | Select how the progress of the goal is updated:
|
| Visibility | |
| Who should see your goal? | Select who can see your goal::
|
| Tag library | |
| Tag library | Select the tags that you want to add to the goal. Each tag library available for the goal type has its name and description, followed by its enabled tags as checkboxes. You can select any number of tags, from one or several libraries. To display the description of a tag, hover over the tag name. You will see it under the tags of the library. |
| Goal alignment | |
| Align with a goal | Search for and select an existing published goal to align it with the goal that you are creating. |
| Attachments | |
| Upload | Drag and drop a file, or click Upload to attach a file from your computer to the goal. This is an attention message. The supported file formats are JPEG, JPG, PNG, PDF, Word, Excel, TXT, CSV, and PowerPoint. It is possible to upload up to 10 files, with a maximum size of 10 MB per file. |
Click Save & exit to save the goal as a draft, or Publish to publish the goal.
This is an note/information message.
The Participants panel on the side of the goal creation page shows the creator and the owner of the goal.