Setting expectations are crucial to employees personal and professional development. A well-set goal or OKR is the first step to success.

As a manager, you can support your direct reports by setting goals on their behalf. We recommend you do this in collaboration with your direct report.

The functionality of setting a Goal for your direct report is the same as setting your own.

In order to set a Goal for your direct report:

  •  Go to your direct reports profile page via the 'People' tab
  • Select the 'Goals' tab 
  • Click 'Set a new goal for...'

You can choose from 2 types of goals: 

  • Development Goals: Development Goals help individuals improve the skills needed to advance in their career.
  • Business Goals: Business Goals help individuals focus on measurable contributions to the team and organization.

Next step is to give the goal a title, description and set the visibility

Set milestones

Set the deadline

In the overview, you are able to edit, delete and change the status of the goal

Note: You can only edit and delete the goals that you have set on behalf of your direct reports. The goals set by themselves can only be edited by them.

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