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How to Create a Goal for an Employee

Tony Harkin
Updated
All Coplae users can create goals for their colleagues. Whether a manager is creating a goal for their direct report or a project lead is creating a goal for their team, all employees can create a goal for anyone else in the company.
 

Create a goal

Step 1: Navigate to the Goals page.

Step 2: Select Create Goal on the upper right hand corner.

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Step 3: The Goal Creation page will open. 

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Step 4: Enter the title of your goal, and an optional description.

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Step 5: Add an owner.

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Step 6: Select how you will measure progress and create a start amount and target amount for your goal. The Complete/Incomplete option will not have a Start and Target option.

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Step 7: If your company operates on a weekly or monthly goal cycle, your company's admin will enter that information, and you'll be able to select a goal cycle. If not, leave this field blank. You can enter a due date for the goal as well. 

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Step 8: Select if the goal is for an individual, department, or the company. 

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Step 9: Select a parent goal.

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Step 10: Select any supporters for the goal.

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Step 10: Select the visibility of the goal. Indicate whether it's going to be public, private, or private to a selected department. 

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Step 12: Select the priority of the goal, with P1 making it the highest priority, and P10 being the lowest. 

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Step 12: Click Publish Goal once it's ready to be published. 

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