Managing Your Objectives

Shivani Panchal Updated by Shivani Panchal

Adding Objectives
  • Both the individual and their approver are able to add Objectives.
  • Click the "+Add Objective" button and select either a Performance Objective or Development Objective. If you select Performance Objective, you may need to select which Organisational Goal the Objective will support.
  • The "Add Objective" screen will open. Complete all the fields and click "Save".
  • If your company requires an approval process, the new Objective will appear in the "Not yet approved" section of the Objectives screen and will need to be approved by the individual's approver (see "Sending Proposed Objectives for Approval" later in this guide).
  • If you are adding multiple Objectives, you can add them all first by saving as a draft and then send all for approval when ready.
Approving Proposed Objectives as an Approver
  • When an individual has sent the approver one or more proposed Objectives for approval, or if the approver has added a proposed Objective themselves, the approver will see an "Approve" button on the "Not yet approved" panel.
  • Clicking the "Approve" button will set the Objective as approved and send an email to the individual to notify them.
  • Note that approvers are able to make changes to proposed Objectives or delete them prior to approving them. This can be done by clicking the "Edit" button or bin icon for that Objective. The approver should always speak to the individual when they edit or delete a proposed Objective to let them know what they have changed and why.
Making Changes to Approved Objectives
  • To make a change to an approved Objective, click into the body of the Objective, then click the pencil icon.
  • A message will appear alerting you that you are creating an updated version of the existing objective, and a new window will open. Make your changes and click "Save".
  • This will create a proposed new version of the Objective in the "Not yet approved" section of the Objectives screen which will then need to be sent for approval (if required).
  • If you are making changes to multiple Objectives, make all of your changes first. Then, send all for approval.
  • Once your proposed changes have been approved, the Objectives will be updated and ready to use.
Updating your Progress
  • So that you and your Manager can keep track of your progress and achievements, it is important to keep the "status" of your Objectives up to date and add updates as you go along.
  • The "progress status' for each Objective is below the Due date. It defaults to "Not Started". To change it, click on it and select the appropriate status. The status will be saved automatically.
  • To add an update to an Objective, first expand it by clicking on the Objective description. Then type your update in the "Add comment" box and click the "Add" button.
  • The comment will then be added along with your name and date and time of the update.
  • Note that your approver can also change the progress status of your Objectives and add updates.

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