How to set up the goal functionality?

1. On your sidebar, click on Discover Factorial → Apps
2. Scroll until you to Goals
3. Press on Install App
    

Once installed:

1. On your sidebar, click on Performance
2. Press on Goals
    

How to add a goal?

1. On your sidebar, head to the Performance section
2. Press on Goals
3. Click on +Add goal
4. Fill out the information:
   • Goal Name
   • Goal Description
   • Start Date
   • Due Date
   • How will you measure the progress?
5. Press Create a goal
    

How to configure goals?

In order to Add employees:

1. Press on +Add employees
2. Select your employees
3. Press on Assign Employees

In order to delete a goal:

1. Press on the (…) button
2. Click on Delete goal

In order to edit a goal:

1. Press on the (…) button
2. Click on Edit goal
3. Make your changes
4. Click on Update goal

In order to close a goal:

1. Press on the Close Goal button

You can restart the goal by pressing on the same button.

 

In order to unassign an employee:

1. Press the (...) of the employee
2. Click on Unassign employee

How to make changes to the goal values and progress?

1. On your sidebar, head to the Performance section
2. Press on Goals
3. Select your goal
4. Apply to changes

My Goals

As an employee, I will have a My Goals Section. From My Goals, I will see all the goals I am assigned and I will be able to update their progress.