Adding and editing goals and KPIs

This article explains how to add a goal to someone in a goal cycle, give the same goal to several people at once, edit or delete a goal, and add a KPI to one employee's goal. It also explains every field on the goal form: priority, target, weighting and the Inverse box, and what each one does to progress and scores.

Where:

• One employee: Performance › Team performance › Goals › a cycle › an employee
• Several employees: Performance › Team performance › Goals › a cycle › Overall
• Your own goals: Performance › My performance › Goals › a cycle

You need:

• To be the employee's reviewer in the cycle, or the employee yourself with the Create Own Goals right
• The Add Goals to Employees right for Bulk Add Goal
• The Add KPIs right, or a cycle that allows KPI edits, to add KPIs in the goal window
• The Delete Goal right to delete a goal you are not the employee or reviewer of

Which way to add a goal

How to add a goal for one employee

1. Open the cycle and select the employee.
2. Select New goal. A reviewer sees it until the cycle is completed. An employee sees it only while it shows Pending You.
3. Enter the Title, Priority, Description, Start Date and Completion Date.
4. Under KPI - Key Performance Indicators, fill in the first KPI. Select Add KPI for each extra KPI.
5. Check that the Weighting (%) column adds up to 100.
6. Select Create.

The goal shows as Personal and the employee is notified. To link it to their manager's goal instead, open the Manager's goals tab and select Create on that goal.

How to give the same goal to several employees

1. Open the cycle on the Overall view.
2. Tick the employees. Completed employees cannot be ticked.
3. Select Bulk Add Goal.
4. Fill in Goal title, Priority, the description, both dates and the KPIs. Weighting must add up to 100.
5. Select Review & Confirm → and check the list under Goal will be created for.
6. Select Create Goal for number Employees.

Each person gets their own copy. Editing one copy later does not change the others. KPI rows left without a description are dropped.

How to assign a goal to a colleague

1. Open your goal and select the Associated goals tab.
2. Under Assigned goals, select Assign goal.
3. Choose the Assignee. Only people in the same cycle are listed.
4. Fill in the goal and its KPIs, then select Create.

The colleague gets the goal as Assigned, and each goal lists the other under Associated goals.

How to edit or delete a goal

1. Open the goal and select Edit goal.
2. Change the fields and select Save.

The employee can edit while the cycle is Pending You. The reviewer can edit once it is pending them. Goals set on the cycle itself cannot be edited here.

To delete, open the goal and select Delete Goal, then confirm. Only Personal goals can be deleted. Others show "Group goals cannot be deleted." The goal's progress and ratings go with it.

How to add a KPI for one employee

1. Open the employee's goal and select Add KPI at the bottom of the KPIs tab.
2. Enter Description, Weighting and Max Value, and tick Inverse if lower is better.
3. Select Save.

The KPI belongs to this employee only. KPIs added this way show a pencil and a bin so you can change or remove them. KPIs that came with the goal do not.

Adding a KPI this way is allowed:

• with the Add KPIs right, until the cycle is completed
• for the employee, while it shows Pending You, if the cycle has Allow Employee KPI Edit on
• for the reviewer, until the cycle is completed, if the cycle has Allow Reviewer KPI Edit on

Goal fields

KPI fields

A goal needs at least one KPI. How these numbers combine is set out in Goals and KPIs: how progress is calculated.

What Happens Next

• The employee is notified about goals someone else adds for them.
• Progress on a new goal starts at 0. An Inverse KPI starts at 100%.
• The cycle's Goal Progress includes the new goal from the next time progress is saved.
• A KPI added in the goal window is not checked against the 100 total. KAMI shares the goal out over whatever the weights add up to.

Tips

• Write KPIs as numbers. "Close 20 deals", not "Improve sales".
• Set the target to what success looks like, not a stretch figure. Every progress percentage is measured against it.
• Use Inverse for things you want to keep down, such as complaints or errors, with the target as the most you would accept.
• Use priority to separate goals. If every goal is Critical, priority does nothing.
• Add goals before the employee submits. After that they cannot update progress on the new goal until it is returned to them.

Troubleshooting / FAQ

Q: Bulk Add Goal says "Something went wrong". Check that both dates are filled in and the KPI weights add up to 100.

Q: I can't see Bulk Add Goal. Tick at least one employee, and check your role has Add Goals to Employees.

Q: Edit goal gives an error. Only the employee, while it is Pending You, or the reviewer, once it is pending them, can edit it. Cycle-wide goals are edited in the cycle.

Q: Why can't I edit or delete a KPI? Only KPIs added in the goal window can be. Change the others with Edit goal.

Related articles

• Creating a goal cycle
• Goals and KPIs: how progress is calculated
• Updating progress on your goals
• Rating a team member's goals
• Performance user rights