Goals are measurable outcomes that can be assigned to an employee, a group, or an entire team. They outline what should be accomplished within a certain time frame.
Goals in Grow do more than serve as notes. They allow you to:
Track progress using different measurement types, such as percentages, currency, or time.
Set clear targets with a starting value and an end goal.
Prioritize what matters by assigning a priority level or weight.
Work within a timeframe by linking goals to a specific review period.
How Goals help
Goals help connect day-to-day work with performance reviews.
Because goals can be included in review forms, they give managers and employees a clear, measurable way to assess performance. This makes reviews more objective and reduces guesswork during evaluation conversations.
Configure company goal settings
Administrators can customize the attributes collected for goals and control how goals are assigned and rated across the organization.
1. Go to Settings > HR (Grow) > Features.
2. Navigate to the Goals category to customize the fields required when setting a goal:
Title: The name given to the goal.
Description: Details explaining what the goal entails.
Owned by: The employee responsible for completing the goal.
Period: The timeframe within which the goal must be achieved.
Target: The quantifiable target value, if applicable.
Start value: The initial completed amount when the goal is set.
Start date / End date: The active duration of the target period.
Priority: The relative importance of the goal.
Weight: The numerical weight assigned to a goal relative to others (e.g., a goal with a weight of 2 accounts for 50% of total achievement if two other goals have a weight of 1).
Sub-goals: The option to link nested goals.
Select an assignment method
Choose how employees can create and assign goals within your company structure:
Hierarchy: Employees can freely create goals for themselves and their direct reports.
Free: Employees can create goals for themselves and anyone in the organization without hierarchical restrictions.
Set default rating rules
Configure the Goals are to be evaluated by default option to determine whether all new goals should automatically require evaluation by default.
Create a goal
Note: If you want your goals to appear in your upcoming evaluations, you must create them before your HR team starts the review campaign.
To create a goal:
1. Go to the Goals tab in the sidebar.
2. Click New goal.
3. Fill in the fields: Give your goal a clear title and description.
4. Choose your tracking: Select your Target unit (like percentages or numbers) and set your Target value.
5. Set the timeframe: Select the correct review period and add any specific start or end dates.
6. Click Create.
Create a goal from your dashboard
You can add new goals directly from your main dashboard overview.
1. Go to the Goals tab on your dashboard.
2. Click New goal.
3. Follow the same configuration steps as a standard goal setup.
Any goal created directly from the dashboard will always be automatically assigned to you.
If you need to create and assign an objective to a different team member, you must build it from the primary Grow > Goals page instead.
Create multiple goals
If you need to set up several goals at once, you can keep the goal creation window active to speed up your workflow.
1. Navigate to Grow > Goals in the main navigation menu.
2. Click New goal.
3. Fill in the fields for your first goal.
4. Before saving, switch on Create another at the bottom of the window.
5. Click Create goal.
The goal creation window will stay open on your screen, and the settings from your previous goal, like the owner, target parameters, and time period, will be kept the same. You can change the title or specific metrics to quickly create your next objective.
Edit a goal
As priorities change, you may need to adjust your goals.
1. Open the Goals list and click on the goal you wish to modify.
2. Update the target values, weight, or description.
3. Click Submit.
Track a goal’s history and timeline
You can review a complete audit trail of every update, modification, or setting adjustment made to a goal since its creation.
1. Open the Goals list and click on the goal you wish to review.
2. Scroll down to the Updates section.
Here, the system displays the author, the date, and the exact nature of each modification.
Tip: Use this space to work together and stay aligned. You can add comments directly to any update on the timeline. All notes are saved chronologically alongside the goal’s history.
Delete a goal
If a goal is no longer relevant or was created by mistake, you can remove it permanently from the platform.
1. Navigate to Grow > Goals in the main navigation menu.
2. Locate the goal you want to remove and click the three-dot icon (...) on the right side of its row.
3. Select Delete from the dropdown list.
4. A confirmation prompt will appear. Click Delete goal to confirm your choice.
Important: Deleting a goal is a permanent action and cannot be undone.
Goal deletion permissions
Employees: Can delete a goal as long as they are the original creator.
Managers: Can delete any team member’s goal by navigating to My Team > Goals.
HR: Have full permission to delete any goal across the entire organization.
Duplicate an existing goal
You can duplicate an existing goal to assign it to a different person, or reuse a previously configured setup and tweak its details. This is highly efficient for rolling out identical targets across your team.
Duplicate from the list view
1. Navigate to Grow > Goals in the main navigation menu.
2. Click the three-dot icon (...) on the right side of the goal you wish to copy and select Duplicate.
3. A sidebar will open on the right where you can adjust the copied goal’s data, parameters, or assignee before officially creating it.
4. Once you are satisfied with the updates, click Create goal.
Duplicate while viewing a goal
You can also duplicate an objective while actively viewing its specific details page.
1. Open the goal you want to copy.
2. Click the Duplicate goal button in the upper-right corner of the page.
3. Modify the information within the duplication sidebar.
4. Click Create goal.