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About the Goals functionality

Gain in-depth knowledge of the use of the goals functionality for successful and brilliant employees.

The Goals functionality in Factorial empowers organizations to set, track, and manage performance objectives for employees. By aligning individual goals with company-wide strategies, this feature fosters transparency, accountability, and continuous development.

 

How to set up the goal functionality?

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

 

How to add a goal?

Before assigning a goal to an employee, make sure to create it first.

 
  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
    • Cycle
  5. Press Create a goal
     

 

How to configure goals?

Once the goal is activated, the type of progress cannot be edited.

 

 

In order to Add key result and assign employees : 

Define measurable outcomes for the employee objectives.

  1. Click on the goal
  2. Press + New key result
  3. Fill out the information:
    1. Title
    2. Date
    3. Type
    4. Goal

 

 

In order to delete a goal:

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

 

 

In order to edit a goal:

 Admins can edit the goals, values, and progress of only Active goals

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

 

 

In order to complete a goal:

  1. Press on the Completed button

 

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

 

 

My Goals

  1. In your sidebar, go to Performance
  2. Click on Goals

 

 

 

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