Creating goals & sub-goals in Performance+

Overview:

This article explains how to create goals and sub-goals in Performance+ to structure, track, and align objectives effectively.

TABLE OF CONTENTS

• Step 1: Navigate to Goal Setting
• Step 2: Setting goals
• Step 3: Setting sub-goals 
• Step 4: Submitting goals

Step 1: Navigate to Goal Setting

• When the goal setting period launches, participants will receive an email notification notifying them that the goal setting period is now open and they can set their goals. 
• They can either:
  • Click on the Set Goals button in the email
  • Navigate to To-Dos > Performance+ > Tasks to do their goal setting.

Step 2: Setting goals

• Click on the Set Goals button 
• Click on the Add Goal button. Fill the popup accordingly.

Step 3: Setting sub-goals 

• Click on the arrow button on the left side of the screen as shown in the screenshot
• Click on the Add Sub-Goal button. Fill the popup accordingly.

Step 4: Submitting goals

• Once you are done setting your goals and sub-goals, click on the Submit for Review button to submit. 
• The status of the goal setting task will now change to Pending Approval

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