Create And Manage Goals In isolved Share & Perform
This guide walks through creating goals in Share & Perform and then adding them to a review.
Ryan Cynkar
29 steps
7 minutes
isolved
1
Navigate to Share & Perform
2
Click Performance
3
Click Goals in the Performance submenu
4
Here you'll see details related to your Goals
5
Click Goals
6
Here you'll see any created goals
7
Click "New Goal" to add a new goal
8
Fill in the Goal Description. This is effectively the title of the goal
9
Add Notes
10
Choose the start and end dates.
11
Choose the notification frequency
12
Under Check In Type you can choose percentage or quantity. This will be how you can check in to update the goal during the date range selected above.
13
If you chose Quantity, you can set the amount.
14
Choose who to assign it to. \ Cascade means multiple people could collaborate on this goal
15
Click "Save"
16
Open the newly created goal
17
Here you can "Check-in"
18
Enter the updated amount for the check in, any comments and Submit
19
Add A Key Result to this goal here.
20
Click "Align" if your company has organization or team goals that this needs to be connected to.
21
Select an organizational goal
22
Click "Align"
23
Here in the top right you can edit details
24
If you go to Reviews and go into an open review with goals. You'll be able to add the goals. Click "View" to see your review.
25
If your review has goals turned on, you can click Add from Goals Module
26
Select a goal for the review
27
Click Add
28
Click "Save"
29
Review the added goal in the evaluation
Create And Manage Goals In isolved Share & Perform
This guide walks through creating goals in Share & Perform and then adding them to a review.
Ryan Cynkar
29 steps
7 minutes
isolved
1
Navigate to Share & Perform
2
Click Performance
3
Click Goals in the Performance submenu
4
Here you'll see details related to your Goals
5
Click Goals
6
Here you'll see any created goals
7
Click "New Goal" to add a new goal
8
Fill in the Goal Description. This is effectively the title of the goal
9
Add Notes
10
Choose the start and end dates.
11
Choose the notification frequency
12
Under Check In Type you can choose percentage or quantity. This will be how you can check in to update the goal during the date range selected above.
13
If you chose Quantity, you can set the amount.
14
Choose who to assign it to. \ Cascade means multiple people could collaborate on this goal
15
Click "Save"
16
Open the newly created goal
17
Here you can "Check-in"
18
Enter the updated amount for the check in, any comments and Submit
19
Add A Key Result to this goal here.
20
Click "Align" if your company has organization or team goals that this needs to be connected to.
21
Select an organizational goal
22
Click "Align"
23
Here in the top right you can edit details
24
If you go to Reviews and go into an open review with goals. You'll be able to add the goals. Click "View" to see your review.
25
If your review has goals turned on, you can click Add from Goals Module
26
Select a goal for the review
27
Click Add
28
Click "Save"
29
Review the added goal in the evaluation
