How to set up goals

Objective

To effectively set up goals within the HR system following the SMART goal setting framework for better tracking and accountability.

Key Steps

1. Access the employee's profile in the HR system.

2. Navigate to the goals section and review existing goals.

3. To create a new goal, click on "Add Goal."

4. Enter a specific goal description and set a due date.

5. Select the goal type: Business Goal, Professional Development Goal, or Personal Goal.

6. Break down the goal into Key Performance Indicators (KPIs) by adding actionable steps.

7. Set dates for each KPI to track progress effectively.

8. Add reminders to keep everyone accountable, such as email reminders before the goal's due date.

9. Save the goal once all details are entered.

10. Edit the goal and mark it as complete once the goal is achieved.

Cautionary Notes

• Ensure that goals are Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART).

• Double-check all information entered before saving to avoid errors in goal tracking.

• Regularly review and update goals as needed to align with changing objectives.

Tips for Efficiency

• Use the toggle feature to view completed goals for reference.

• Encourage employees to actively participate in goal setting and tracking for better engagement.

• Use reminders effectively to maintain accountability and progress tracking.

• Provide training on SMART goal setting to ensure consistency and effectiveness in goal creation.