Once the goalsheet is initiated, the employees can add goals to it. The goalsheets may also be pre-populated with company and department goals. A goalsheet may be populated with the goals of previous year’s goalsheet or the goals that are mapped to your job description. The employees can add new goals to the goalsheet and remove the goals that are not relevant for them. The progress on these goals can be captured and discussed in frequent check-ins. This webpage discusses how the employees can view their goalsheets and add, modify or remove goals to/ from it.
To add, modify or delete goals to/ from your goalsheet, you need to:
- Log in as an employee.
- Go to Message Center from the icon given on the top right side of the header.
- Click on the View button to see goalsheet initiation message, as shown in Figure 1.
Alternatively, you can go to ENGAGE >> Selected Goalsheet.
The My Goalsheet page appears, as shown in Figure 2. The goalsheet displays the pre-populated goals (if configured) and allows employee to add more goals to it and modify or delete existing goals.
- Delete the goals that you don’t want in your goalsheet by clicking the corresponding Delete icon for a goal and modify a goal by clicking on the corresponding Modify icon.
- Click Add Goal button at the end of the page to add a new goal.
The Goal Management >> Add page appears, as shown in Figure 3.
- Select the parent goal with which you want to associate the goal that you are creating from Parent Goal dropdown.The parent goals can be the manager’s goals, company’s goals, and department goals. You can create a child goal of the parent goal or copy the parent goal as is as your goal.To understand the parent goal, consider your manager is assigned a goal to increase 30% sale. You can now add a goal and use your manager’s goal as your parent goal. You can assign a different weight to the goal because the 30% sales increase target may be for the entire team. You may have to increase only 10% sales.
On the other hand, you can copy the parent goal as it is if it is your responsibility to increase the sales by 30%. In such a scenario, the entire goal can be copied as is with weight and description.
- Click Copy link to copy the parent goal as is.
- Provide a statement for the goal in the Statement field and the weight of the goal in Weight field. The weight of a goal allows you to find out the relatively important goals. The goals that carry more weight are more important goals as compared to goals that carry less weight.
- Divide the goal into Tasks and Measures with expected completion date and click Save.The goal is successfully saved and a message suggesting the same appears, as shown in Figure 4.
Follow the same steps to add more goals. The total weight for all goals in a goalsheet should be 100. If the goalsheet weight is not 100 then you will not be allowed to submit the goalsheet.
The goalsheet approval workflow appears at the top of the goalsheet.
- Submit the goalsheet by clicking Submit button. A confirmation message confirming the submission of the goalsheet informing that you will not be allowed to make any changes to the goalsheet unless it is submitted back to you appears, as shown in Figure 5.
- Click OK.
The goalsheet is submitted successfully and a message suggesting the same appears, as shown in Figure 6.
Click on any of the following links to know more about them:
- Configure Goalsheet Rules
- Initiate Goalsheets
- View / Create Goalsheet
- Manage Goalsheet State
- Manage Company Goals
- View GoalSheet History
- Manager’s Dashboard