Ready to set up your goals at your organization? This step-by-step guide will walk through creating your goals, adding milestones and inviting accountability buddies to help you along the way.
Step 1: Select the My Profile link in the left-hand navigation -- then select the Performance tab and then Goals.
Step 2: Once on the goals page, select Manage My Goals to start adding goals.
Step 3: Select the +Add Goal button in the upper right-hand corner of the page.
Step 4: Fill out your new goal setting form by giving your goal a Title. Next toggle the Goal Category drop-down to choose a top-level category. After that you can choose multiple Sub-Level Categories, which are highlighted in a green box when selected.
Give your goal a Summary, choose a Goal Due Date and add mulitple Milestones. Your manager will automatically be added as an Accountability Buddy. You can add more Accountability Buddies after selecting Save on your goal.
Please note: Your goal setting form may have different fields shown or hidden based on how your organization's administrator has set up the goal setting form.
Step 5: Now that you've saved your goal, you will see it show up on your Manage Goals page. You can select +Add Goal to add another goal to your list, select the pencil icon to edit your current goal, check off any Milestones you've achieved, select +Add Buddy to add additional Accountability Buddies, or select Add a Comment to add updates to your goal progress.
My Buddies' Goals: The My Buddies' page allows you to quickly access a list of any Team Member who has requested you as an Accountability Buddy on a specific goal. Select the Accountability Buddies' link from your Performance Profile to access this page.
My Buddies' Goals: When on My Buddies' Goals page, select the name of any Team Member to access their shared goals. Select the title of the goal to access its detail page.
Providing Feedback: When on the goal detail page, you can see how Milestones are coming along, and comment on the goal to give encouragement or feedback.