Adding a goal is a pretty simple and common task in Performance Pro as goals are really at the core of the appraisal process.
This video will provide guided instruction on how to add a goal.
Adding a Goal With or Without Action Steps
To get started:
- make sure you are logged in as an Employee.
- Under Employee Documents, click Employee Goal Tools.
- Next, select “Default Appraisal.” You may notice a dropdown asking you to select the Appraisal Process. We will talk more about default and concurrent appraisals in another video, but for now, we’ll focus on the default appraisal.
- Next click “Add Individual Goal” and then enter:
- a goal name
- description
- goal weight
Note: If Business Goal features are enabled, you may also see an “Add Business Goal” button. Click either Add button depending on the type of goal you wish to enter.
- Then, set a goal due date and click Save. And, just like that, you’ve created a goal!
Keep in mind when performing the appraisal, the goal weights need to add up to 100 percent, so be sure you have weights set appropriately. 
Next, if you would like to apply milestones or action steps to accomplish a goal, you’ll want to add Action Steps:
- Select the Goal for which you would like to add Action Steps
- Click the plus sign to open up a New Action Step box.
- Add the Action Step name, description, and due date.
- Click Save and make sure you click Save again at the bottom of the screen. You can then add as many Action steps as you like.
Keep in mind, that when you perform the actual appraisal, you may need to score these Action Steps along with the associated goal.