What are Totara goals?
  • 05 Jun 2024
  • 3 minutes to read

What are Totara goals?

Article summary

Goals are an important tool for organisations to drive alignment and for managers to help their employees plan and assess their performance.

You can choose between two different goal-setting tools in Totara: Totara goals and legacy goals. If you're not sure which system you're using, you can check by going to Quick-access menu > Configure features > Perform settings and checking what is selected for the Enable goals setting. We strongly recommend using Totara goals as they offer a range of benefits, which are outlined below.

If you're currently using legacy goals and would like to switch over to Totara goals, please see Migrating from legacy goals to Totara goals for more information.

Why use Totara goals?

Totara goals can be embedded directly within the performance management workflow, allowing users and their managers to collaboratively add, review and update goals as part of their performance conversations. There is a dedicated page for Totara goals, and a user’s Totara goals will appear on their Performance overview page, allowing them to monitor progress against their goals and ensure that goals aren't forgotten. Totara goals include a numerical target, and the user’s progress can be represented with a progress bar.

Totara goals drive alignment in your organisation in several key ways:

  • Enabling planning as part of the performance review cycle, allowing employees and their managers to outline their intentions and specific, achievable targets. Totara goals can be created, reviewed and updated within the flow of performance activities, meaning they are fully integrated into your performance management processes.
  • Providing a shared view and understanding between employees and their managers, ensuring that teams are on the same page about how to achieve their goals. The Goals page provides a single interface for both parties to monitor the user's goals.
  • Allowing managers to effectively monitor their team members' progress towards their goals, and recognise when they might need extra support or more ambitious targets. Using Totara goals' progress bars and Target fields, managers can easily verify that their team members are on track to achieve their goals.

Totara goals also make it simple to plan and measure users' goals in the following ways:

  • Users can provide a target value (e.g. 30 new leads generated), then update their progress towards that target over time
  • Users can outline a time period in which they will need to complete each goal, allowing them to set goals in line with their performance review cycle
  • Users and their managers can report on progress towards goals and the completion of goals

Viewing Totara goals

Users can view their Totara goals via the Goals page (Develop > Goals) or their Performance overview page (Develop > Performance overview).

Managing and monitoring the goals of direct reports is a crucial part of a manager's role. There are multiple ways for managers to view their direct reports' goals:

  • Go to Develop > Team, then click Goals under a team member's name
  • Go to Develop > Team, then click Performance overview under a team member's name
  • Managers can also review and create goals within a performance activity

See Create, edit and delete Totara goals for information on managing goals via these interfaces.

Users can only see their team members' Totara goals via the Goals and Performance overview links if they have the View goals for another user capability. This capability is granted to Staff Managers by default. See Totara goal capabilities for more information.

Totara goal types

By default, there is a single goal type available for Totara goals. Developers can add additional goal types with different attributes. Totara goals using the default goal type contain the following elements.

TitleThe name of the goal.-
DescriptionA description of the goal. Users are prompted to use SMART goal definitions (specific, measurable, achievable, relevant and time-bound).-
TargetThe value you want to achieve in the specified time frame.The default value is 100.
Start dateThe date that the goal was created, or when the user will start working towards the goal.This field is mandatory and defaults to the current date.
Due dateThe date by which the user should have completed the goal.This field is mandatory and defaults to the current date.
ProgressThis field shows the current value as a percentage of the target value.-
StatusUsers can update the goal's status to one of the following options by default:
  • Not started
  • In progress
  • Completed
  • Cancelled

The Totara Academy has a whole course dedicated to using Goals in Totara Perform. Here you can learn more on how to use goals, see best practice, and give it a go yourself.

© Copyright 2024 Totara Learning Solutions. All rights reserved.

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