Add an Employee Goal for a Direct Report

Managers can add goals for direct reports, which they and their employee manage outside the appraisal process.

Depending on configuration, managers may have rights to add employee goals by importing goals from the Goals library, or from other users such as managers, your manager's direct reports, and your past goals. Managers may also have rights to enter information in the fields on the screen, to create a goal from scratch.

To add a goal for a direct report:

1. Click My Employees > My Employees.
2. For the employee whose goal you want to add, select Goals from the Action menu.
3. Click Create Employee Goal.
4. Click on a link in the Import section to use an existing goal as a template for your goal, or skip to step 5 to create a goal from scratch. If you import a goal, you can edit any of the details you import in the next step.
5. Enter information in the following fields:

   Option	Description
   Goal Name	Enter a name for the goal.
   Goal Score Type	Select a score type, such as No Score or Percentage Complete.
   Description	Enter a short description of the goal.
   Start Date	Select the date you want the employee to begin progress toward meeting this goal.
   Target Date	Select the date you expect the employee to complete the goal.
   Related Goal	Click Browse to link this goal to another goal, perhaps one with the same larger strategic objective.
   Private	Click to mark the goal private, which hides it from users who are not directly involved with any appraisal the goal may be linked with at a later date. Scores and ratings are always private, regardless of this option.

6. Click Submit to save the goal.