Goals and reviews

Set goals, run review rounds, give feedback, and track skills.

Goals and reviews are on the Business plan, and in the free trial.

Goals

Go to Goals. A goal can be for the business, a department or a person, and can sit under a bigger goal. You can use plain goals, objectives with key results, or key result areas.

For each goal, set:

• how progress is measured: a percent, a number or simply done
• a start and target
• a weight and a due date, if you want them

Update progress as you go, and mark it on track, at risk or behind.

Review rounds

Go to Reviews and start a round. Give it a name, the dates it covers and due dates, and choose what it includes:

• a self review
• views from peers or from people who report to them
• goals and skills
• your own questions
• a rating scale

Each person's review moves along: self, manager, HR, shared with them, signed by them.

Pay after a review

A manager or HR can propose a rise on a review. Pay stays with the Payroll role: a rise takes effect only when Payroll sets the new salary.

Feedback

Anyone can give a colleague kudos or a note, and you can ask peers for feedback.

Skills

Keep each person's skills, with a level from 1 to 5. Passing a course can add a skill.