Goal Templates can be selected when creating a goal to save time and ensure consistency across your team's goals. A Goal Template will have the goal Name, Description, Category and the relevant Measurements already pre-filled, and can be edited once selected.
How to Create a Goal using Goal Templates:
1. When creating a new goal, select a Goal Template from the drop-down list.
2. You will be able to edit the template as required.
How to Create a Goal for your Direct Reports Using Goal Templates:
1. Navigate to the Employee's Profile >> Goals.
2. Click on New Goal.
3. Select the relevant Goal Template from the drop-down list.
Tip: When a goal is awaiting approval, the Approval Status will be set to 'Submitted, awaiting approval'.
This is visible on the Goal display page and in summaries in the Goals section a person’s profile and the Dashboard. Once a goal is approved, the status will change to Approved and the goal owner will be notified.
Note: Goals set by a supervisor, for an employee will be automatically approved.