Goals & KPIs

Goals let you set clear targets for each employee and track how they're progressing over time. They're also handy to reference during reviews.

Add a goal

Go to Performance → Goals, click New, and fill in:

1. Title — a short, clear name for the goal.
2. Measure / target — how success is measured (for example "Close 20 tickets per month").
3. Due date — when the goal should be achieved.
4. Owner — the employee responsible for the goal.

Click Save.

Track progress

As work happens, keep the goal up to date:

1. Open the goal.
2. Update the progress to reflect where things stand.
3. Save your changes.

Tip: Update progress regularly so the goal stays meaningful — small, frequent updates beat one big update at the deadline.

Use goals during reviews

When you fill in a performance review, look back at the employee's goals to ground your ratings and comments in real, measurable outcomes.

Next step

Building training courses →