How can employees create goals?

Goals serve as a roadmap to align employees' efforts with the company's objectives.

As employees, you create goals for your goal plans and submit them for approval. You can view the status of goals on the goal plan card. Goal plans with an Unassigned status indicate that you need to create goals. 

To create goals, perform the following actions:

1. From the greytHR ESS portal, navigate to Performance Management > Goal Plan. The Goal Plan page opens.

2. Select the required goal plan. The Unassigned status on the goal plan means that the goals still need to be assigned and you must add the goals.

3. Click Get Started. The selected goal plan opens.
   Note: You can create new goals by clicking the Create Goal button or assign goals for the configured goal plan.

4. Under the Draft Goals section:

   1. Double-click the Category dropdown list to select the required category.  

   2. Double-click the Enter goal here text box to add a goal for the selected employee.

   3. Double-click the Weightage text box to add weightage.
      Note: You must ensure to classify your goals to match the weightage equivalent to 100.

   4. Double-click the Enter milestone here text box to add a milestone for the goal.
      Note: Milestones are small, achievable tasks for each goal. The progress of the goal is achieved by tracking the progress of the milestones. You can enter multiple milestones based on the goals. 

   5. Double-click the Weightage text box to add weightage to the milestone. You must ensure, to sum up the milestone weightage to 100.

   6. Click Send for Approval. The Send for Approval pop-up appears.

   7. In the Remarks text box, add the remarks.

   8. Click Confirm. A success message appears and the status Draft Goals changes to Pending for Approval Goals.

Note: 

• You can delete the goal by clicking the Delete icon available on each goal row.

• You cannot edit the goals that are sent for approval.

• After sending the goals for your manager’s approval, you can withdraw them by clicking the Withdraw button. Once withdrawn, the status of Pending for Approval Goals changes to Draft Goals. The status of the goal plan on the Goal Plans page also changes to Pending Approval.

• The Check-in ?️ icon available on each goal row directs you to the Check-in tab to add your thoughts or messages about the goal.

• Click the ↗ icon available on each goal row to check the Activity Log of that goal.

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Related Links:

Video- To watch the video on Goal Plans, click here.

FAQs- To read more FAQs about Goal Plans, click here.

Documentation- To read more about Goal Plans, click here.

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