How do I create fixed goals?

You can link fixed goals to positions. This means that for an employee with this position, this fixed goal will be created by default. Creating a fixed goal consists of 2 steps:

Step 1: Creating the goal for the position

Step 2: Actually generating the fixed goals

In this article, you can read how you link fixed goals to a position, and consequently, how you generate these goals for the employees with the concerning position.

Pay attention: When you generate a fixed goal, you are not able to undo this action. Fixed goals will be created for all employees with positions that have fixed goals linked to them.

 

Step 1: Creating the goal for the position

1. Click on 'Management'.

2. Click on 'Positions'. 

3. Click on the position that you want to create a fixed goal for. 

Fixed_goal_1.png

4. Click on 'Responsibilities'.

5. Click on 'Add responsibility'.

Fixed_goal_2.png

6. Name the fixed goal and add a discription if desirable.

7. Then, check the box that says 'Fixed goal'.

8. Click on 'Add'.

Fixed_goal_3.png

Now you have linked a fixed goal to a position. Consequently, you still have to generate the fixed goal so it is actually created for the employees with the concerning position.

 

Step 2: Actually generating the fixed goals

9. Click on 'Management'.

10. Click on 'Review cycles'. 

11. Click on the active review cycle.

Fixed_goal_4.png

12. Click on the three dots.

13. Click on 'Generate fixed goals'.

Fixed_goal_5.png

Now a screen pops up which shows for which position(s) you create fixed goals and what those goals are.

Fixed_goal_6.png

14. Finally, click on 'Generate goals'.

Was this article helpful?
0 out of 0 found this helpful