How can employees add milestones to goals?

Milestones are small, achievable tasks associated with each goal. They help in tracking the progress of the goal by breaking it down into manageable steps.

To add a milestone to goals, the employee must perform the following actions:

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

2. 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.

3. 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: 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.

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Related Links:

Video- To watch the video on greytHR, 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.