How do I Create Goals as a GoCo User? 

In the Performance App, both managers and employees can set Goals for themselves to improve their performance and track their progress.

There are two primary methods for creating these goals: through the Goals page or within the context of a performance review. Let's explore both approaches to help you effectively establish and manage your goals within the Performance platform.

Skip to Create a Goal 

Skip to Accessing Goals

Skip to Video Tutorial 

Initiate from the Goals Page 

When you log into GoCo and navigate to the Goals page, you'll notice a blue button labeled "New Goal" at the top right corner. Clicking on this button will launch a full-screen modal where you can begin creating your goal.

Initiate from Inside a Performance Review 

GoCo makes it easy to access the Goals wizard during a performance review. When an employee is assigned a performance review to complete they will receive a notification in their GoCo inbox. Upon accessing the review they will find the Goals field to complete inside their task.

Whether you're a manager or an employee you will find a "Create New Goals" field within a review task. Simply click "Start" to initiate the process and follow the step-by-step guide provided below to create your goals.

Creating a Goal  

When creating a goal you will be guided through three main steps, each with smaller sub-steps to help you effectively outline and establish your goal.

1. Create Goal
   This section outlines the essential information needed to create a goal. This includes basic details such as...
   
   1. Goal Title 
   2. Description of Goal
   3. Due Date 
   4. Choose Assignee (managers and admins only) 
2. Outline your Goal 
   Craft clear and attainable goals using the SMART framework, which is conveniently set up for users to fill out. While all fields are optional, providing more specific details will enhance your goal-setting process. These fields only accept text input.
   
   1. Specific: What needs to be accomplished? 
   2. Measurable: How will you measure progress or success towards achieving this goal?
   3. Achievable: What makes you confident about achieving this goal and what could get in the way? 
   4. Relevant: How does this goal align with your overall objectives and priorities?
   5. Timebound: What is the timeline for completing this goal? This option will provide date fields to complete.
   
   Example of a Created Goal: 
3. Milestones

Here, you will specify the exact metrics that you will use to monitor your progress as you strive towards achieving your goal. These metrics include:

1. 1. Done/Not Done: provides done or not done fields
   2. Numeric: provides start and target fields 
   3. Percentage: provides start and target fields 

Example of a created milestone:

Where can I access Goals after it's been created?

Navigate to the Performance app and select the "Goals" tab located at the top of the page. 

From here, you can also access the history and comments related to the goal.

📌 To learn more about tracking and managing goals visit the help article "How can I Update Goals and Milestones?"

Video tutorial on how to create Goals

Permissions

Managers, employees, and full-access admins all have the authority to establish and delete goals. Managers have access to their own goals and those of their direct reports, while employees can only view their individual goals.

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For additional questions contact our support team at help@goco.io