How can managers assign goals to team members in greytHR?

Goals guide employees to align their work with company objectives, aid in their growth, and measure their progress toward achieving these targets.

Managers use PMS Goals to set goals for employees during a goal cycle. They can track progress, add comments, and make changes to the goals as needed based on priority.

To assign goals to team members, the manager must perform the following actions:

1. From the greytHR ESS portal, navigate to Performance > Goals. The Goals page opens.

2.  Under the Team Goals tab, from the dropdown list, select a team member for whom you want to create a goal.

3. From the dropdown list available on the left side of the page, select the goal cycle as per your requirements.

4. Click Create Goal. The page allows you to create goals and milestones for the selected team member.
   Note: Milestones are small, achievable tasks for each goal. The progress of the goal is achieved by tracking the progress of the milestones.

5. Under the Goals and Milestones column, double-click the Enter goal here text box to type the goal.

6. Under the Weightage column, enter the required weightage/importance you want to assign the goal. 
   Note: The bottom of the page displays the Total Goals Weightage as 100. You must ensure to classify your goals to match the weightage equivalent to 100. 

7. Double-click the Enter milestone here text box to enter a milestone to achieve the goal.

8. Under the Weightage column, enter the required weightage you want to give to the milestone. You can enter multiple milestones based on the goals. 
   Note: You must assign a weightage to each milestone, ensuring that their total equals 100, based on the importance of each milestone. 

Note: 

1. As a manager, you can view the goals of your direct and indirect team members.

2. Team members/Employees cannot create goals for themselves.

3. You and your team members can also:

   1. View the percentage of progress and the status of each Goal under the Progress and Status columns.

   2. Update the status of each milestone from the Goals page by clicking the → available on the required goal and then dragging the status bar of the required milestone.

   3. Copy the goal/milestone by clicking the Link icon available next to each Goal/Milestone.

   4. Add comments under the Comments section and view a detailed description of the goal/milestone activities under the Activity Log section.

Click here to subscribe to our help videos

Related Links:

Video- To watch the video on greytHR, click here.

FAQs- To read more FAQs about PMS Goals, click here.

Documentation- To read more about PMS Goals, click here.

Product Update- To read about the product update, click here.