How to create Goals and Subgoals?

How to create a Goal? 

Follow these steps to create a Goal that allows employees to track progress toward company targets:

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. Enter Goal Details:
   Name: Provide a clear and descriptive name for the Goal.
   Description (optional): Add additional context or instructions if needed.
4. Choose Goal Type:
   Individual Goal: Assignable to multiple employees. Each employee receives their own instance of the goal.
   Group Goal: Creates a single shared goal. All assignees contribute together toward its completion.
5. Set Start and Due Dates
   
6. Configure Progress Updates (Group Goals only):
   Automatic: Progress updates are calculated based on defined metrics.
   Manual: Progress is updated by employees through check-ins.
7. Select Assignees
   
8. Add Attachments (optional)
   
9. Save the Goal
   

Once created, the Goal will appear on the Goals Dashboard, where progress can be tracked.

Here is a demonstration of the process described above:

How to create a Subgoal? 

Subgoals allow breaking down a Group Goal into smaller, specific objectives that employees can complete individually. Follow these steps:

1. Locate the Parent Goal on the Goals Dashboard.
2. Open the Subgoal Creation Options:
   Hover over the Goal and click the 3 dots → +Add Subgoal, or
   Click the Goal name → click the 3 dots in the upper-right corner → +Add Subgoal.
3. Enter Subgoal Details:
   Name: Provide a clear and descriptive name for the Subgoal.
   Description (optional): Add context or instructions.
4. Progress Update Method:
   Set to Manual by default.
   Subgoals are treated as Individual Goals under the Parent Goal.
5. Assign Weightage (optional)
   Assign a numerical value to each Subgoal reflecting its significance toward the overall Parent Goal.  A higher weight indicates a greater contribution to the completion of the Parent Goal.
6. Select Assignee
7. Add Attachments (optional)
   
8. Save the Subgoal

Note:

• If the Parent Goal uses Automatic Progress, a red triangle icon appears next to the Goal on the Dashboard. This indicates that overall progress cannot be calculated until Subgoals are created, as Subgoal check-ins determine the Parent Goal’s progress.
  
  

Once Subgoals are added, employees can update their progress individually, and the Parent Goal’s progress will be automatically adjusted according to the Subgoal weightages.