This article is intended for HelloTeam users with MANAGER Access Level
Steps to Create Department Goals
Login to your HelloTeam account
Click on Goals on the left-hand menu. The Goals page will display Company, Department, Team and Personal Goals.
To add a Department Goal, click on the Department Goals tab at the top of your screen.
Note: these steps are identical for creating any type of goal within the HelloTeam platform.Click on the blue Add Department Goal button to the right of your screen.
Complete the fields to create your Department Goal.
Enter Goal Title - this is a short summary of the goal.
Option to align to another Goal (can only align to Company Goal)
Option to set a weight to the goal on a scale from 1 to 10.
Here you will decide how this goal will be weighed against your other goals.Select a Due Date
This Month, This Quarter, This Year, or Custom Date
You may include a more detailed description of the Goal.
Select the Owner - this option will default to the user but can be changed as a manager.
Save each Goal by clicking the Green Save Button at the bottom of the window.
If you would information on how to add Key Results to your Goals,
click the link below to learning more!
Wait... did you know that Key Results can be added to Goals as an additional factor in tracking and breaking down goal completion. You can think of Key Results as Sub-Goals!