Objectives can be created at any time by an employee, their managers or other senior people. Depending on your account settings an employee may be limited to suggesting objectives as a draft, to be confirmed by their manager at a later time.
Adding a new objective for yourself
To get started, click Set up a new objective at the top right of the Objectives page.
Complete the form. Here's an example of a standard objectives template:
Depending on your configuration you may have the option to Save as draft and Save as confirmed, or Save as draft only.
- Save as draft – choose this if the objective hasn't been agreed upon with your manager. It will remain editable, to be confirmed at a later date.
- Save as confirmed – choose this if the objective has been agreed upon with your manager.
Once an objective is confirmed, it cannot be modified by the employee - only the line manager and other senior people can modify the objective (unless your account has been configured to allow employees to edit their own objectives). Refer to the help page on modifying a confirmed objective.
Adding a new objective for a team member
Go to your Team tab and click on the Objectives bar near the bottom of the relevant team member's tab.
This will take you to their Objectives page. Click Set up a new objective.
Complete the form. Here's an example of a standard objectives template:
You will see two options:
- Save as draft – choose this if the objective hasn't been agreed upon with your manager. It will remain editable, to be confirmed at a later date.
- Save as confirmed – choose this if the objective has been agreed upon with your manager.
Once an objective is confirmed, it cannot be modified by the employee - only the line manager and other senior people can modify the objective (unless your account has been configured to allow employees to edit their own objectives). Refer to the help page on modifying a confirmed objective.
Notes:
The due date is used to tell Appraisd where the objective should appear in the review report (past objectives or objectives for the future) and to send automated email reminders.
In some configurations, when someone adds or updates an objective, the line manager (or the employee) will receive an email to let them know this has happened.
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