Creating a goal for my organization
An organizational goal means a single goal shared by a population of workers. The population is determined on the selected goal plan, and any change to the goal’s progress applies to everyone in the population. Goals are created by selecting a goal plan and a goal type. 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 the +Create button in the header bar.
In the Goal target section, select My organization. This option is only displayed if at least one goal plan allows you to create organizational goals.
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 Goal owner field, search for and select the person who owns the goal.
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 |
|---|---|
| Population | |
| Include | Define the populations of workers to include in the goal, using the following criteria:
Select a value in at least one of the drop-down lists and click Add. The population is displayed as a card showing the selected criteria. Repeat this operation to add more populations. To remove a population, click the X icon on its card. To include all the workers in your company, click Add all company. In this case, the drop-down lists of the Include section are disabled. This is an note/information message. Workers are included in the goal automatically based on the selected goal plan, regardless of your own access rights. |
| Individual workers (Include) | Search for and select specific workers by name to include them in the goal, in addition to the populations. The selected workers are listed under the search field. |
| Exclude | Define the workers who must not be included in the goal, even if they belong to an included population. Use the Organization, Location, and Role drop-down lists and the Add button in the same way as in the Include section. |
| Individual workers (Exclude) | Search for and select specific workers by name to exclude them from the goal. |
| Clear all selections | Click this button to remove all the populations and workers that you have included or excluded. |
| 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 for the population | Enter the weight of the goal for the population, 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:
|
| 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.