Add a team goal

How to add a goal or OKR for your team.

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

You can add a goal for a team to keep track of their progress on things they are looking to achieve as a team.

It's easy to create a team goal 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 My employee 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 Team goals tile.

📎NOTE: The other tiles that show depend on your role in Sage HR.

Step 2 - Apply goal settings

A new Create a goal for your employee window appears.

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

  1. Select a team.

  2. Enter a name for your team goal.

  3. If required, enter a description.

  4. If required, you can link this goal to another existing company goal.

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

  6. 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.

  7. 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 employees in this team and their managers

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

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

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.

Add owners and collaborators

Owners and collaborators are able to update the progress of the team goal.

  1. Select an owner if required. You can only select one person to be an owner.

  2. Select a collaborator if required. You can select multiple people.

  3. When ready, click Create Goal.

The goal appears in your All goals tab if available to you.

📌TIP: You can use the dropdown filter to help narrow down the goal you are looking for.

The Team goal also appears in your Team goals tab.

📌TIP: You can use the dropdown filter to help narrow down the goal you are looking for. You can filter by team and or goal status.

You can also see the owner and collaborators on a goal.

Next steps

When you click on the team goal a new window pops up.

The goal status shows as Active. You can add more key results and initiatives at anytime, as well as update your progress and complete your goal. You can also add attachments and comments.

📌TIP: You can edit, duplicate or delete the goal.

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