Create company goals

Create a single company goal

A Site Administrator can create a new company goal by following these steps: 

1. Go to Quick-access menu > Goals > Manage goals.
2. Click on the framework name.
3. Click Add new goal.
4. The current Goal framework is displayed. Note that a goal cannot be moved from one framework to another.
5. Select the Parent for this goal. Goals can be assigned to the top level or to any other existing goal within the goal's framework. This allows a hierarchy of goals to be constructed. For example, if the company’s goal is to open a new branch office in London, the Parent goal may be 'Open a new branch office in London'. The children or subgoals that help to achieve the parent include 'Hiring an office manager', 'Renting an office space', 'Setting up office furniture', and 'Installing computers and telephones'.
6. Enter a Name that describes this goal. This is what the users will see when they view their goals.
7. Enter an optional Goal ID number.
8. Enter a Description of the goal. Note that this description will be visible to the Learner and Manager on the My goals page.
9. Select the Type of goal. If a goal is assigned a type it inherits any custom fields that have been assigned to that type. This allows you to organise metadata relating to your goals and only show the fields that each goal requires. Note that if you select Save and continue editing in the final step you will be able to populate the custom fields associated with the goal type.
10. The name of the Scale that will be used to assess the goal is displayed. This scale is set at the framework level; if this goal requires a different scale, then it will need to be created as part of a different framework.
11. Set the Target date that the goal needs to be completed by, if applicable. Note that this date does not trigger any notifications or reminders, it is only displayed for the user's information.
12. Click Save changes if you are finished, or click Save changes and continue editing (this is useful if you want to immediately populate custom fields associated with the chosen goal type).

After creating a goal, you can edit it from the goal overview page. The Actions column includes the ability to:

• Edit: Update an existing goal’s settings
• Show/Hide: If a goal is hidden, it does not affect any existing assignments; it just prevents the goal from being selected or assigned to others
• Delete: Deleting a goal also removes any assignments to groups of users and any goal achievement data for those users
• Reorder: Use the arrows to change the order that goals appear in

Goals can also be exported to an output file, including Excel, ODS, or CSV format. Select the format and click the Export button to create the file.

Create multiple company goals

Instead of creating each of your goals one at a time, you can choose to create multiple goals using the same goal scale by following these steps:

1. Go to Quick-access menu > Goals > Manage goals.
2. Select a goal framework.
3. Select Add from the Bulk actions dropdown.
4. Select the Parent goal or if these are top-level goals select 'Top'.
5. Select a goal Type to determine which custom fields will be included. Note that after creating your goals, you will need to navigate to each goal to populate any custom fields associated with the selected goal type.
6. Enter the Name of each goal on a single line.
7. The Scale used to assess these goals will be displayed.
8. Enter the Target date by which these goals should be achieved.
9. Click Save changes.