//  University

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. Please see below some examples:

Measure Type	Objective Example	Value
Number	Make 150 outbound calls	0 – 150
Percentage	Complete an online security course	0% – 100%
Financial	Make £10k in revenue	£0 – £10,000
Yes/No	Read Employee Handbook	Yes/No

Step Five

Under the type of objective, select the ‘Personal’ tile as indicated by a single-person icon. This is because you are assigning this SMART objective at an individual/personal 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

You will now need to assign the objective to the employee or employee(s) from the ‘Select one on more people‘ drop-down menu.

The Reviewer will default to the employee’s manager, however you can select another name from the drop-down menu if you wish to change this to another individual.

Select the NEXT button at the bottom of the page to move on to the next screen.

When assigning an objective to multiple employees, an additional button will appear underneath the drop-down. This will allow you to duplicate the objective, or allow employees to share or work towards a single objective.

In this lesson we will be covering individual personal objectives, so ensure that the DUPLICATE button is toggled rather than the SHARE button. For further guidance on creating shared objectives, please refer to the relevant lesson.

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.

When the ‘Allow manual progress changes‘ toggle is enabled, this will allow the assigned employee(s) to update the progress of their own objective. We would recommend keeping this toggled on.

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.

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. Scroll to the lower half of the drawer and select the ‘Existing Template’ tile.

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 Five

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 Six

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