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Create a Goal for an Employee

Anna Goryachikova
  • Updated
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 and choose to create an Objective or Key result.

Screen_Shot_2021-09-14_at_3.26.46_PM.pngStep 3: The Goal Creation page will open –– Next to the Details section, select Edit.

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.

Screen_Shot_2021-09-14_at_3.33.38_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: 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. 

Screen_Shot_2021-09-14_at_3.41.03_PM.png

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

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