How to Add Staff Goals

Staff goals can be added to help track individual performance, progress, or development milestones within the staff profile.

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Steps to Add a Staff Goal

1. Navigate to the Staff Profile

   • Go to Staff and select the staff member's profile.

2. Open the Goals Tab

   • On the left-hand menu, select Goals.

3. Add a New Goal

   • Click the "Add Goal" button.

4. Enter Goal Details

   • Goal Name – Title of the staff goal.

   • Description – Brief details about the goal.

   • Start Date – When the goal begins.

   • Target Date – When the goal is expected to be completed.

   • Status – Select from options such as:

     • New Goal

     • Revised Goal

     • Deferred

     • etc...

5. Save the Goal

   • Once all information is entered, click Save to add the goal to the staff member's profile.

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Note: Tracking staff goals helps support performance reviews, accountability, and professional growth.

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