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Module: Objectives

Persona: Manager

Create a personal SMART objective from inside a review

In this lesson, we will look at how you can add personal objective inside of a review. Not every review in the platform will allow you to review the employee’s objectives, however if this has been enabled this lesson will provide guidance on those that have been configured this way. This lesson applies to SMART objectives only.

You will only be able to see the OBJECTIVES section of the review if you are the Reviewer, these follow the feedback questions you are required to answer. Here you are able to add new objectives for the Reviewee.

This tab will display a list of all the Reviewee’s open objectives.

Step One

Click on the plus button next to the green ‘Completed’ tab. This will open the ‘Add Objective’ pop-up.

Step Two

From here you can select from a number of templates, all of which have been created by your system administrator. Select the objective template you wish to use from the list.

If you have any queries regarding which template should be used, please contact your system administrator.

Step Three

Update the fields within the form, taking in to consideration that most of the fields will be pre-populated from the template. For further information on populating the fields within the form, please refer to the table at the bottom of this lesson.

Step Four

Click the ‘Save’ button in the bottom right-hand corner of the screen to add the Objective to the platform.

Useful Terms

Field NameDescription
TitleThe name or title of the objective. Ensure that this clearly summarises what the department needs to achieve.
DescriptionA brief description to explain what the objective is about. This can include hyperlinks to specific web pages/online courses etc.
TypeThe type of objective. For the purpose of this lesson, this should be a departmental SMART objective.
PriorityAssign the priority level for the objective (i.e high, normal, low)
CompetencyLink the objective to one of the company’s competencies. This will feed in to the employee’s success circle.
DepartmentThe department who will be given the objective to work towards.
Date StartsThe date that you want the department to start working towards the objective.
Date EndsThe date that you want the department to complete the objective by.
Start ValueThe value the objective will start from. For example, 0%.
Target ValueThe target value for the objective. For example, 100%
Link ObjectiveCovers functionality to link departmental objectives to company objectives. Please refer to the appropriate lessons for further information on creating linked objectives.
Allow manual progress changesAllows the Department Manager to update the progress of the objective manually.
Allow conversation featureAbility for the assignee/Reviewee to leave comments using the conversation feature.
Objective Should RecurAllows the ability to create a recurrence for the objective. This can repeat in intervals of days, weeks, months, and years. Toggling this on will mean that the objective will duplicate at that recurrence.