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Module: Objectives

Persona: Manager

How to create a SMART Objective for a Department

In this lesson, we will look at how you can assign a personal SMART objective to a Department. Objectives within the platform can become quite complex with several different variables so we would recommend that you look at the various objective-related lessons in the University to make sure that you are getting best use of the platform.

Creating departmental objectives within the platform will allow you to link personal objectives which are assigned to individual employees. This means that the departmental objective is automatically updated by the personal objectives which feed in to it.

Step One

Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon. Opening this page will display all your open personal objectives.

If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Manage ➡️Objectives

Select the ➕ next to Objectives and skip to step four of this guide.

Step Two

Select the MANAGE button in the top right-hand corner of your screen to access the Manager functions of the objective area.

Remember that the MYSELF mode will display all of your own objectives, however the MANAGE mode will allow you to configure and manage objectives on behalf of other employees (including the employees that you manage) and allow you to perform actions for objectives where you are the Reviewer.

Step Three

This is the Objective Manager screen and will display a list of objectives, including the objectives of the employees that you mange.

To start the progress of creating a new objective, click on the ‘Add’ button to the right of your screen. This will open up the Add Objective pull-out drawer.

Which objectives you are able to see in the list will depend on how your platform has been configured, and which permissions are associated with your account. For example, you may be able to view all of your objectives assigned to employees within your downline, or this may be restricted to your direct reports.

Step Four

Within the Add Objective drawer, you will see a collection of tiles. The first four tiles pertain to how SMART objectives can be measured in the platform.

Select the tile which best reflects how the objective you are creating is best measured.

Step Five

Under the type of objective, select the ‘Department’ tile as indicated by a group-person icon. This is because you are assigning this SMART objective at an Departmental level.

Step Six

Select a competency for the objective. If this does not apply, or you company is not using the Competency feature then simply select the ‘No competency required for this objective‘ tile.

Step Seven

Select the name of the Department in the drop-down menu. You can only select one Department.

Step Eight

Now select the start and end dates for the objective, this will determine when you would like the objective to be started, and when you would like the objective to be achieved by. Use the date picker to amend the ‘Date starts‘ and ‘Date ends‘ fields.

If you wish to apply a reoccurrence to the objective, you can so by ticking the ‘The objective should recur’ tick-box. Then select the frequency of reoccurrence (i.e days, months, years).

Step Nine

Enter the start and target value for the objective. For example, for a percentage objective you may choose 0 as your start point, and 100 as your end point (0-100%).

An objective does not need to start at 0, for example if your customer satisfaction rating was at 57% and you were looking to raise this to 85% then we would recommend putting 57 as the start value, and 85 as the target value. StaffCircle will calculate the range between these two numbers as 100%, and this will be illustrated in the progression bar as the objective progresses.

We would recommend keeping the ‘Allow manual progress changes‘ button toggled off if you intend to link this objective to any personal objectives. The progress of the personal objectives will feed in to the departmental objective.

Step Ten

This is the final page of the Add Objective pull-out drawer where you can give a title and description to the Objective. The title of the objective should briefly summarise what the objective as about, whereas the description should provide more context if required.

On this screen you can also set a priority for the objective, however, this is not a mandatory field.

Step Eleven

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

Once the objective has been added to the platform, the employee(s) will be notified and this will be viewable to them under their Personal objectives.

This objective will also be viewable in your ‘Manage’ objectives screen if you are the Reviewer, or have permissions to view this employee’s objectives.

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.