Add a personal goal

How to add a goal or OKR for yourself.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you have been added to a performance group, if required you can add personal goals for yourself to keep track of your progress on things you are looking to achieve as part of your role.

Its easy to create a goal for yourself via Goals in the main menu. We'll show you how.

📎NOTE: Depending on how the Goals module was set up, Goals may be referred to as an OKR in your Sage HR, so any reference to the term 'goal' you can substitute with OKR.

  1. Click Goals on the main menu.

  2. Select the Personal goals tab at the top, then click Add goal.

    📌TIP: You can also click Add goal from other goals tabs too.

    A Create a new goal window appears. This window is the same no matter which tab you added a goal from.

Step 1 - Choose your goal

Click the Personal goals tile.

📎NOTE: The other tiles that show depend on your role in Sage HR - Read more >

Step 2 - Apply goal settings

A new Create a goal for yourself window appears.

📌TIP: To go back to Step 1, click Back at the bottom.

  1. Enter a name for your personal goal.

  2. If required, enter a description.

  3. If required, you can link this personal goal to another existing team goal or company goal.

  4. Select a Review date, for example Q2 - 2022.

  5. If you want to, you can choose to repeat the goal. When you click on the slider more options appear, where you can select a frequency, and how many times it repeats.

  6. Select your goal visibility, which controls who can see this goal.

    You can either:

    • Make it public so can be seen by everyone in the company.

    • Make it private so can only be seen to you and your manager

      If you select Private, you can click Add viewers to allow specific people to be able to view this goal.

  7. When you're finished click Continue to progress to your Metrics and Sharing options

    📌TIP: You can click Save as draft and come back to add key results and initiatives later. Once done you would click Send for approval.

Step 3 - Metrics and sharing options

In this window you can add Key results and initiatives

📌TIP: To go back to Step 2, click Back at the bottom.

Add key results

  1. Name the key result.

  2. If required you can include a target range to track progress towards the goal completion.

    Here you can enter a start and end amount, as well as target.

  3. If you want to add an additional key result, click Add key result.

Add initiative

If required, you can add an initiative to show the actions you need to take to achieve this goal.

  1. Name the initiative.

  2. If you want to add an additional initiative, click Add initiative.

📌TIP: If you click Save as draft and come back to add key results and initiatives later. Once done you would click Send for approval.

Once you're done with Step 3 either:

  • Save this goal as a draft and come back to make any amendments or additions later, then click Send for approval when ready to make the goal active.

  • Click Create goal to make the goal Active on your Personal goals tab.

The goal appears in your Personal goals tab

Next steps

When you click on the goal it opens up the Goals page in your profile.

If you created the goal its status shows as Active.

If you saved the goal as draft its status shows as Draft. To make it active click Send for approval.

You can add more key results and initiatives at anytime, as well as update your progress and complete your goal.

Alternative ways to add a personal goal

You can also add a personal goal via the Goals tab in your profile.

When you click Add goal, instead of a three step wizard, all your options show in one window.

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