Marking an Employee’s Objective as Complete
In this lesson, we will look at how you can mark an employee’s personal objective as ‘Complete’. Whilst the employee may have the ability to update the progress of this objective all the way up to 100% (or higher), only the Reviewer has the authority to validate the completion of the objective.
This lesson will cover how an objective can be marked as complete in the Manager Objective screen, but also how this can be updated as part of a review in StaffCircle. 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 both personal SMART objectives and the key results associated with a personal OKR.
Completing an Objective in the Manager area
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:
Select the Objectives title and proceed with step three.
Select the MANAGE button in the top right-hand corner of your screen to access the Manager functions of the objective area.
Remember that MYSELF mode will display all of your own objectives, whereas MANAGE mode will allow you to manage objectives on behalf of other employees (including the employees that you manage) and perform actions for objectives where you are the Reviewer.
The Objective Manager page will display a list of open objectives. To find a specific objective or type of objectives you may wish to utilise the filters bar or interactive buttons at the top of the page.
Click on the Title of the objective to open the Objective details page.
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.
Click on the three dots next to the manage button and select ‘Complete’ from the drop-down menu. A pop-up window will appear in the centre of your screen – click ‘Yes, complete objectives’ to mark the objective as complete.
Personal OKR’s Only: Unlike SMART objectives, OKR’s can only be marked as ‘Complete’ when they are at least 70% complete. This is derived from the progress of the individual key results.
WARNING: Once an objective has been marked as ‘Complete’ it cannot be re-opened.
The objective has now been marked as Complete and the Reviewee and Reviewer will receive notifications to confirm this.
Completed objectives will not appear automatically in the Objective Manager screen. To show completed objectives you will need to select the ‘Include Completed’ tick in the filters bar.
Completing an Objective within a Review
If you are the Reviewer, you may see a section titled OBJECTIVES when you are completing your feedback questions as part of an employee’s review. Here you are able to update the progress of the Reviewee’s objectives.
This tab will display a list of all the Reviewee’s open objectives.
Click on the COMPLETE button next to the objective on the left-hand side. Underneath, a text box will appear where you will be able to add an ‘optional final note’.
In turn, this will populate the ‘Completed’ number within the green tab.
Assuming that all mandatory feedback questions for the review will have been completed at this point, click the SHARE FEEDBACK button in the right-hand corner of the screen to save the progress/completion against the objective. This will share both the question responses and objective updates.
Any updates make to the Reviewee’s objectives will appear within the PDF download.
Any objectives which have been updated as part of the review will appear on the Review Details page