How to Create and Assign Staff Default Goals

Creating and assigning default goals for staff helps promote consistency and simplifies onboarding or performance tracking across your team.

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Creating Staff Default Goals

1. Go to More > Default Goals > Staff Default Goals

2. Click "Add New Staff Goals"

3. Fill out the goal details:

   • Goal Name

   • Description

   • Start Date

   • Target Date

   • Status (e.g., New Goal Created)

4. Click Submit to save the goal

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Assigning Goals to Staff

1. From the Staff Default Goals page, check the boxes to the left of each goal you want to assign

2. Click "Assign Selected Goals" in the upper right corner

3. In the pop-up modal:

   • Select one or more staff members

   • Set the Start Date and Target Date for the assignment

4. Click Submit to assign the goals to the selected staff

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Reviewing Assigned Goals

To review a staff member's assigned goals:

• Go to Staff > Staff Profile

• Click the Goals tab on the left-hand side

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Tip: Assigning default goals is helpful for setting expectations, tracking progress, and ensuring all staff meet clinic standards.

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