How to Create or Set a Goal

Set a goal for yourself:

1. After logging in to your Zenefits account, click on the Performance Management app.
2. Select Goals from the navigation bar at the top of the page.
3. Click Create Goal to get started.

Once you create your goal, you’ll be able to update any progress on the Goals overview page. 

Set a goal for someone else in the company (limited by the scope of your permissions):

1. After logging in to your Zenefits account, click on the Performance Management app.
2. Select Goals from the navigation bar at the top of the page.
3. Click Create Goal to get started.
4. Fill out the name, description (optional), start and due date fields.
5. Ensure the Type is Individual.
6. You can then assign the goal to someone, based on the scope of your permissions.