Create and manage Goals in Simployer One

How do I create and manage Goals in Simployer One? 

Goals help your organization plan, track, and achieve measurable objectives. You can create company goals, organize them into parent goals and sub-goals, assign ownership, monitor progress, and update their status throughout the goal lifecycle. 

Before you begin 

Every employee can create company goals. 

How do I create a goal? 

1. Navigate to Performance → Goals.  
2. Open the Company tab.  
3. Select + Add goal.  
4. Enter the Goal name.  
5. Add a clear Description.  
6. (Optional) Select a Parent goal if you are creating a sub-goal.  
7. Select the Lead.  
8. Add one or more Collaborators.  
9. Choose the Cycle.  
10. Select the Due dates.  
11. Choose the Quantifying value.  
12. Configure the Progress metrics.  
13. (Optional) Enable Keep this goal private.  
14. Select Save goal.  

The new goal is immediately available. 

What does each field mean? 

(Then explain each field exactly as the user provided: Goal, Description, Parent Goal, Lead, Collaborators, Cycle, Due Dates, Quantifying Value, Progress Metrics, Private Goal.) 

How do I update progress? 

Progress can be updated in two ways: 

Automatically

If the goal contains sub-goals, progress can automatically update as sub-goals are completed. 

Manually

Update the Current value in the Progress metrics. 

The progress bar updates automatically. 

How do I change the goal status? 

Open the goal and choose one of: 

• Not started  
• In progress  
• Road block  
• Paused  
• Achieved  
• Dropped  
• Archived  

How do I edit a goal? 

1. Open the goal and update any of the available fields. 
2. Select Save.

How do I view archived goals? 

1. Enable Show archived goals. 
2. Archived goals remain available for reference.  

Best practices 

• Write clear, measurable goals.  
• Use sub-goals for larger objectives.  
• Update progress regularly.  
• Assign one responsible lead.  
• Keep descriptions specific.