How to create Goals and Subgoals?

This article will describe how to implement Goals and Subgoals as a way to track employee progress and company objectives.

How to create a Goal? 

If you want to create a Goal that allows your employees to check in with their progress on the company's targets, you can follow the steps below: 

1. Navigate to the Goals tab in the Perform app
2. Click on the +New Goal button in the top left corner of the page. 
3. Once the fly-out is open, add the name of the Goal and provide a description if needed. 
4. You will have to choose between an Individual Goal or a Group Goal. 
   1. An Individual Goal can be assigned to several employees and they will all receive their respective instance of the goal to achieve.
   2. A Group Goal will create a singular goal, whereby all assignees will participate in the completion of the said goal.  
5. Add Start Date and Due Date by choosing the dates on the calendar. 
6. If you have chosen to create a Group Goal, you will have the option to choose between different Progress Update Methods- Automatic or Manual.  
7. Select the Assignees for this goal manually or by given parameters. 
8. Optionally, add an attachment by dropping the files into the Attachments section or by uploading them from your computer and click Save when done. 
   
   
9. Once created you will be able to see and keep track of the goal on the  Goals dashboard. 

How to create a Subgoal? 

Once a Group Goal is created, you can add Subgoals, which will further specify the obligations and tasks of an employee regarding a specific objective. To create them, follow the steps below: 

1. Locate the needed Goal on the Goals Dashboard.
2. Either click on the 3 dots that appear when hovering over the Goal and click +Add Subgoal, or click on the name of the goal and click on the Goal name, then on the 3 dots in the upper right corner of the flyout, and finally on the +Add Subgoal button. 
   
   Please note that if you selected the Automatic Progress method when setting up the Parent Goal, a red triangle icon will appear next to the Goal name on the Dashboard. This icon indicates that progress tracking cannot commence until Subgoals are created, as the overall progress is determined by the check-ins associated with those Subgoals.
3. Once the fly-out is open, add the name of the Subgoal and provide a description if needed. 
4. The Progress Update method will be set to Manual by default, as this Subgoal is categorized as an Individual Goal under the overarching Group Goal, which requires manual tracking.
5. When you create multiple Subgoals, you have the option to assign a Weightage to each one. This Weightage is a numerical value that reflects the significance of each Subgoal in relation to the overall Parent Goal, indicating how much each Subgoal contributes to achieving that Parent Goal. A higher Weightage signifies a greater importance in the context of the Parent Goal's completion.
6. Select the Assignees for this goal manually or using the given parameters. 
7. Optionally, add an attachment by dropping the files into the Attachments section or by uploading them from your computer and click Save when done.