Objectives can be created at any time by a moderator, an employee, their managers or other senior people.
Note: You must have moderator access to add a new objective for an individual when acting as an admin.
Go to the Admin Centre > People Tab > Filter and search for the individual within the 'Specific employee' field and click search results.
Click onto the individuals name and click on the individuals Objectives tab. This will take you to their Objectives page.
Click Set up a new objective.
Complete the form. Here's an example of a standard objectives template:
You will see two options:
Save as draft – choose this if the objective hasn't been agreed upon and it will remain editable, to be confirmed at a later date.
Save as confirmed – choose this if the objective has been agreed upon.
Once an objective is confirmed, it cannot be modified by the individual - only the line manager and other senior people can modify the objective (unless your account has been configured to allow employees to edit their own objectives). Refer to the help page on modifying a confirmed objective for an individual as an admin.
Note: In some configurations, when someone adds or updates an objective, the line manager (or the employee) will receive an email to let them know this has happened.
Info: If you complete actions when viewing as someone else, these will be logged in the system to show that the tasks were completed by you in the 'view as' mode, ensuring all actions are accountable when using this tool.