Creating an individual goal
In the Pay Suite platform, you can create goals for yourself and set up your own outcomes. The creation of goals is based on the selection of a goal plan and a goal type. Goal plans are created to schedule a set of objectives for a given period of time and can be assigned to your entire organization or specific populations. Each goal plan is composed of at least one goal type which is a category of goal containing additional permissions and assignments.
To create an individual goal, proceed as follows:
In Passport > Goals, click the Create goal located at the right side of the screen. The Create goal contextual window is opened on the right side of the screen. Alternatively you may also find the Create goal button in the Passport > Overview in the Goals section or under the +Create button in the header bar.
Select the Myself option.
If several goal plans are available for your, select a goal plan in the Goal plan drop-down. The options available in the Goal type section are updated accordingly.
Select a goal type by clicking one of the available goal types.
Click the Next. You are redirected to the goal creation page.
Fill out the fields detailed in the following table (mandatory fields are indicated with a red asterisk):
| Parameter | Description |
|---|---|
| Goal details | |
| Goal plan | View the goal plan of the goal. |
| Goal type | View the goal type of the goal. |
| Creator | View the creator of the goal. |
| Owner | View the owner of the goal. |
| Basic information | |
| Name | Enter a name for the goal. |
| Description | Enter a description for the goal. |
| Priority | Select a priority level for the goal between the following options: high, medium or low. |
| Due date | Select a due date for the goal using the calendar tool. |
| Key results | |
| Measurement criteria | Click the Add measurement criterion button to display the measurement criteria settings. This is a tip message. You can add a measurement criterion using the Add measurement criterion button located below the last configured criterion . To delete a criteria, simply click the red trashcan icon at the top right of the criterion. |
| Description | Enter a description for the criterion. |
| Unit | Select a measurement unit for the criterion between the following options:
|
| Starting value | Enter a starting value for the criteria. This is an note/information message. Not applicable for binary unit as the value is always "no". |
| Target value | Enter a target value for the criterion. This is an note/information message. Not applicable for binary unit as the value is always "yes". |
| Minimum target | Enter a minimum target for the criterion. |
| Maximum target | Enter a maximum target for the criterion. |
| Due date | Select a due date for the criteria using the calendar tool. |
| Deliverables | Click the Add deliverable to display the deliverable criteria settings and specify tangible outcomes for your goal. This is a tip message. You can add a deliverable criteria using the Add deliverable button located below the last configured criteria. To delete a criterion, simply click the red trashcan icon at the top right of the criterion. |
| Descriptions | Enter a description for the deliverable criteria. |
| Due date | Select a due date for the criterion using the calendar tool. |
| Progress tracking | |
Progress tracking method | Select an optional setting which enables you to choose how the goal progress is updated:
|
| Visibility | |
| Who should see your goal? | Modify the visibility setting of your goal by selecting one of the following options:
|
| Tags and alignment | |
| Tag library | Specify which tags from the following libraries can be added to the created goal. |
| Skill development | Select skills from the drop-down list. |
| Performance improvement | Select performance improvements for the drop-down list. |
| Goal alignment | Type and select an existing published goal to align it with your current goal. |
| Attachments | |
| Upload | Drag and drop or upload a file from your computer and attach it to the goal. This is an attention message. The supported file formats are the following: PEG, JPG, PNG, PDF, Word, Excel, TXT, CSV and PowerPoint. It is possible to upload up to 10 files with a maximum size limit of 10 MB per file. |
Click the Save button if you want to save the goal in its current state or the Publish button to publish the goal.
This is an attention message.
After your goal is published, the goal status is moved to Pending approval. The goal must be approved by the manager before being available for updates. For more information about goal statuses, refer to .