Goals for Performance Management

If you have the permissions to edit a goal, you can do so by clicking on the stacked dots next to the goal name. From there, you can click Update to change the description, name, and start/end date.

If you don't see the option to edit the goal, then you may not have the appropriate level of permission (for example, an individual team member may not edit a company level goal).

You've done it! To mark a goal as completed, click on the gray Update Progress bar. Once you click on Close Goal, then it'll be moved to your Closed Goals section.

The completion of the goal doesn't depend on the end date. Instead, think of the end date as a target for completing the goal. 

All levels of workers can create goals for themselves. If you don't have any direct reports, you’ll see personal, team, department, and company goals.

Managers can create and assign individual goals to their direct reports, and they can view and edit goals that their direct reports have created. They can also create team goals that their direct reports can follow.

When completing a review, you'll see the goals for the reviewee  in the collapsible right hand side panel.

If the reviewee hasn't created any goals, you'll see [Name] doesn't have any goals in the side panel.

You'll have the option to toggle between Ongoing Goals and Closed Goals in the drop down.

If your company doesn't use goals, or you don't wish to reference goals in the review, you can hide the panel at any time by clicking Hide.

If you don't have permission to access the reviewee's goals, then you will not see the side panel at all.

Company administrators can create company, department, and team goals to promote transparency and direction to all workers.

1. After logging in to your Zenefits account, click on the Performance Management app.
   
2. Select the Goals tab.
   
3. Click Create Goal to get started.
   
4. As an example, to make it a Company Goal, select Company from the drop down menu next to Participants.
   

After completing all fields, goals will be available to all applicable individuals.

Company Goals: can be created/edited by full company or HR admins and can be viewed be everyone.

Department Goals: can be created by full company or HR admins. HR admins with access to all departments can create goals for any department, while HR admins with specific department access can only create goals for departments they have permissions for. Department goals can only be viewed by members of that department.

Team Goals: can only be created by managers, and can only be viewed by individuals of that team.

Personal Goals: Managers, HR admins, and Full Company Admins can create, edit, and assign goals to individuals. They will also be able to view all personal goals of their direct reports. An individual can also create and edit personal goals, and can edit personal goals created by their manager.

Individual Comments

To leave a comment on a goal:

1. After logging into your Zenefits account and clicking on Performance Management, navigate to the Goals tab.
2. Find the goal you'd like to comment, and click Update Progress.
3. Leave a comment beneath the Status, then click Update.

Individuals, teams, and departments now have the ability to align their goals with any goals above them on the goal hierarchy. Any goals that you have been granted visibility into, can be viewed within the goal alignment hierarchy. 

Individuals can align their goals upward to Team, Department, and Company goals.

Teams can align their goals upward to Department and Company goals.

Departments can align their goals upward to Company goals.

1. On the Create Goal page, you'll have the option to Select a Goal to align your new goal to.
   
2. If creating an individual goal, you'll be able to pick from any existing Team, Department, and Company goals.
3. Once you Save the goal, you'll be able to see how your goal aligns upward into the Company, Department, or Team goal you selected.

Yes, you’ll be able to view a direct report’s goals in the Goals page of Performance Management, even if they are in a different organization.