Create a goal for a direct report
Step 1: Navigate to the People page > Direct Report > Overview.
Step 2: Select Create and choose to create an Objective or Key result.
Step 3: The Goal Creation page will open –– Select Change details.
Step 4: Enter your desired fields.
Step 5: The Owner will default to the direct report no matter if you choose to create an objective or key result. You have the option to add additional owners.
Step 6: Select Publish or Save as Draft.
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.
Step 2: Choose to create an Objective or Key result.
Step 3: The Goal Creation page will open –– Enter your desired fields.
Step 4: Whether you choose to create an objective or key result, the Owner will default to the goal creator (you). Remove the goal creator, if needed, and add the employee as the new owner.
Step 5: Continue creating the goal and then Publish or Save as Draft.
Please note: All goal owners and their managers can view and edit any saved drafts.