Set up department goals
Turn each organisational goal into goals for the departments that deliver it, each with an owner, target and dates.
Before you start
- Set up organisational goalsEvery department goal must link to an organisational goal.
- Set up HR settingsYou pick the department from the list set up in HR Settings.
- Set up employees and supervisorsThe goal owner is chosen from the employee list.
A department goal says what one department will do towards a company-wide goal. For example, the organisational goal "Grow revenue by 20%" could become the Finance goal "Cut month-end close to 5 days".
Steps
Start a department goal
In the menu on the left, select HR, then Performance, then Goals & KPIs. Select Create Goal, then Department Goal.
Fill in Basic Information as for an organisational goal: Goal Code (for example "DEP-2027-001"), Status, Title and Description. All are required.
Choose the department and the organisational goal
- Department. Required.
- Linked Organizational Goal: the company goal this supports. Required. If the list is empty, create the organisational goal first.
- Start Date and End Date. Both required; the end must be after the start.
- Goal Owner: usually the head of department. Required.
Set the target and create it
Under Metrics & Measurement, enter the Target Value (more than 0), the Weight (%) (1 to 100) and the Unit of Measure. Select Create Goal.
Track it the same way as an organisational goal: open it, use Edit Goal for the status and current value, and add key results.
If something goes wrong
| Message | What to do |
|---|---|
| Organizational goal is required | Pick a Linked Organizational Goal, or create one first. |
| Department is required | Pick the Department. |
What employees and managers see
Heads of department and managers with the goals permission see their department's goals under Goals & KPIs. Individual goals link to these; see Set up individual goals.
Next steps
Give each employee their own goals: Set up individual goals.