Skip to main content

How to Create a Goal for an Employee

Anna Goryachikova
  • Updated
 Please note: This article walks through creating a goal for an employee when O&KR differentiation is disabled by your account admin. For the steps for Goals V2, check out How to Create a Goal for an Employee with Goal Differentiation.
All Lattice users can create goals for their colleagues. Whether a manager is creating a goal for their direct report or a project lead is creating a goal for their team, all employees can create a goal for anyone else in the company.
 
Follow the steps below to create a goal for:

Create a goal for a direct report

Step 1: Navigate to the People page > Direct Report > Overview.

Step 2: Select Create goal.

Screen_Shot_2021-09-15_at_3.39.20_PM.pngStep 3: The Goal Creation page will open –– Enter your desired fields.

Step 4: The Owner will default to the direct report. You have the option to add additional owners.

Step 5: Select Publish or Save as Draft.

Screen_Shot_2021-09-15_at_3.41.39_PM.png

Please note: All goal owners and their managers can view and edit any saved drafts. 

Create a goal for a peer

Step 1: Navigate to the Home page > Create goal.

Screen_Shot_2021-08-23_at_4.10.17_PM.png

Step 2: The Goal Creation page will open –– Enter your desired fields.

Step 3: The Owner will default to the goal creator (you). Remove the goal creator, if needed, and add the employee as the new owner. 

Step 4: Continue creating the goal and then Publish or Save as Draft. 

Screen_Shot_2021-09-15_at_3.43.02_PM.png

Please note: All goal owners and their managers can view and edit any saved drafts. 

Related articles