Introduction to Goals

Goals in PerformYard let you track progress toward your professional objectives over time and connect your work to what your team and organization are trying to achieve. This article introduces the goals experience: creating goals, keeping them up to date, sharing them, and aligning them to bigger objectives.

My Goals

Your goals live under My Goals in the Goals section of the side navigation. Your list shows each goal's name, due date, status, and progress, colored by its outlook, with search and filters to narrow the view. If you're a manager, you'll also see My Team's Goals for the goals of your direct reports.

Creating Your Goals

Click Create Goal to set one up. Every goal has a name, a target and units for measuring progress (defaulted to 100%), and a start date, and you can add a due date, description, categories, and weight. Advanced options let you set the goal's transparency (public or private), align it to another goal, and add a checklist of items that support completing the goal.

Updating Your Goals

Click into any goal to see its details, a progress chart, and a side panel with its progress history, activity stream, and full details. When you update progress, you enter a new value, an optional comment, an as-of date, and the goal's outlook. You can also check off checklist items as you complete them and if the goal is set up for it, checking an item will prompt a matching progress update. From the Options menu, you can also edit, duplicate, archive, or mark the goal complete.

Sharing Your Goals

Sharing lets other employees participate in your goal through actions like updating progress, adding and completing checklist items, and commenting. A shared goal appears in each person's goal list, annotated to show who it's shared with. Your manager and administrators can already access your goals, so sharing is for bringing in collaborators beyond your chain of command.

Aligning Your Goals

If your organization uses goal alignment, you can align your goal to another public goal it supports when creating the goal or from the Company Goals Alignment page in the side navigation. The alignment view starts with your organization's Top Goals (marked with a star) and lets you drill down through the goals that support them, so you can see how your work connects to top-level objectives and create new goals that align to an existing one.