Create and assign goals

Goals & OKRs lets HR set objectives at three levels — company, department and individual — and link them so everyone can see how their work ladders up. This article shows admins how to create goals and assign them in bulk.

Before you start

• The Performance module must be in your plan.
• You need the performance.manage permission to create, edit or delete goals. With performance.view only, you can look but not change anything.
• Employees must be active (active, probation or on notice) to be picked as goal owners.

Goal levels

Steps

1. Go to Performance → Goals & OKRs in the left menu ( open Goals & OKRs).
2. Click New goal.
3. Under Goal level, pick Company, Department or Individual.
4. For a department goal, choose the Department. For an individual goal, tick one or more Employees — use the search box, the department filter and Select shown to pick many people quickly.
5. Enter a Title and, optionally, a Description of why it matters.
6. Optionally choose Align to (parent goal) to link it under a company or department goal.
7. Choose how to Measure progress as: Percentage (%), Number, Currency (₹) or Done / Not done.
8. Fill in Start, Target and Current values (the target must differ from the start), and an optional Weightage (%).
9. Set the Period (for example Q3 FY26-27), Start date and Due date, and the starting Status.
10. Click Create goal.

Find and manage goals

• The top of the page shows Goals, Average progress, On track, At risk / behind and Completed.
• Filter the list by search text, period, level (All levels), department and status. Click Clear to reset.
• Click the arrow on a goal to open its details: Progress, Aligned goals and the history of Check-ins.
• From the details page use Check in, Edit or Delete.

What happens next

Employees who get an individual goal receive an in-app notification ("New goal assigned"). They — and their manager — can then post check-ins from the employee portal. See Update goal progress with check-ins.