[Employees] How to add a new objective for myself 🎯

As a employee, you can create your own objectives, track their progress and perform different actions on the objectives registered in the Objectives section.

⚠️ Attention:

The availability of this feature may vary according to the settings defined by your company.

 

 

☝️ How to create a new Objective

⚪ Access the objectives section

  1. In the side menu, go to objectives.
  2. On the My objectives page, the objectives assigned to you will be displayed.
  3. To create a new objective, click + New objective in the upper-right corner.

 

When you click + New objective, the Create objective screen will open.

 

ℹ️ Basic information

In the Basic information section, fill in the objective details:

  1. Name: enter the name of the objective.
  2. Start date: select the date on which the objective will start.
  3. Deadline: select the deadline for completing the objective.
  4. Can update progress: select this option if updating the objective's progress is allowed.
 
 

📌 Indicator type

Select the type of indicator that will be used to track the objective:

  • Percentage: allows the objective to be tracked as a percentage.
  • Achievement: allows the completion of an achievement to be tracked.
  • Unit: allows the objective to be tracked using a numerical unit.
 
 

⚖️ Weight type

Define how the weight will be applied to the objective:

  • Same weight: all related objectives have the same weight on the main objective.
  • Specific weight: each related objective will have a specific weight on the main objective.
 
 

⚪Advanced settings

In the Advanced settings section, you can add more information about the objective.

 

🗨️ Description

Use the Description field to add information about the objective.

The text editor provides different formatting options and allows elements to be inserted into the content.

 
 

🏷️ Tags

In the Tags field, select one or more tags to associate with the objective.

⚠️ Available tags

The available tags are created by those responsible for administering the objectives module!

 
 
 

🌍 Public

The Public option allows you to define whether the objective can be viewed by everyone who has access to the module.

Enable this option if you want to make the objective public.

 
 

🔗Alignment

In the Alignment section, you can link the objective to a previously created objective.

To do this:

  1. Go to Related objectives.
  2. Click Select a related objective.
  3. Select the objective you want to link.

After filling in all the required information, click Save.

 
 

 

👀 Actions available after creating the objective

After the objective is created, click the three-dot icon (...) to view the available actions.

 

The available options are:

  • Update result: allows you to update the objective's result.
  • Alignment and weights: allows you to access the alignment and weight settings.
  • Tracking rules: allows you to configure the objective's tracking rules.
  • Edit objective: allows you to edit the objective information.
  • Create related: allows you to create a new objective related to the current objective.
  • Duplicate: allows you to duplicate the objective.
  • Complete objective: allows you to mark the objective as completed.
  • Remove: allows you to remove the objective.

 

🎯 Track objectives

On the My objectives page, objectives can be viewed using the Tracking or Result option.

 

You can also use the available filters to view objectives by:

  • Year
  • Period
  • Objective type

The screen also displays a summary of results by objective type, such as Company, Organization and Individual.