How to Create Goals
On this page
Individual goals are used to identify and formalize the achievements that you want to accomplish during a performance year (4/1/20XX - 03/31/20XX). Goals help you maintain focus on the position’s priorities, and they allow you to track your progress towards the completion of those priorities. Employees are required to have 3-5 goals active individual goals at all times.
Goal Limit for the Current Period
Employees may have a maximum of five (5) active goals in the current performance period. If you create a sixth (6) goal, it will be saved as a draft only and cannot be submitted.
Create Goal
To create a goal, go to Carolina Talent → hover over PERFORMANCE and click on GOALS. The My Goals page will appear. Click Create.
Goal Title & Description
Enter the following general information for the goal:
Enter the Title for your goal that will appear on the My Goals page.
Enter a Description that provides an overview of the goal, including objectives and expected outcomes. (Maximum 10,000 characters.)
The Start Date and Due Date automatically populate as April 1–March 31 for the current performance cycle. If your goal requires different dates, click the calendar icon to select custom dates.
It is recommended to use 4/1 and 3/31. Only change the years for different cycles.
Add the Goal Weights (SHRA only). EHRA-NF employees are not required to use weights; however, the system requires you to either enter a value of 0 or click Submit twice to proceed.
Enter a value between 0 and 100.
Weighting allows some goals to carry more importance than others.
Example:
If you have four equally important goals, each should be weighted at 25%. If one goal is more significant, it may be weighted 40%, with the remaining goals weighted 20% each. Heavier weighted goals contribute more to overall progress.
Optional
Tasks and targets enable users to break down the different steps needed to accomplish the goal and to make the goal clearer to the employees and managers. Tasks and targets are equally weighted when calculating the progress of the overall goal.
To add a task or target to the goal, click the Add Task and Targets button.
To edit a task or target, click Actions menu icon to the right of the appropriate task or target and select Edit.
To delete a task or target, click Actions menu icon to the right of the appropriate task or target and select Delete. A task or target is not permanently deleted until the goal is saved.
When creating a goal via the Goals Menu, the assignment section is automatically set to Yourself. If you are a manager, view the section How to Create Goals | Goal Assignment Section (Managers & PM Reps only) for step-by-step instructions on how to assign goals to your team.
Cancel, Save as Draft or Submit
Cancel
Stops the goal creation process and discards any unsaved changes.
Save as Draft
Saves the goal without submitting it.
Draft goals are visible only to you and cannot be viewed by your manager until submitted.
You can return later to finish creating the goal.
Title and Weight fields are required to save a draft.
To access a draft, go to Performance → My Goals.
Submit
Creates the goal or submits changes for approval.
The goal status becomes Pending Approval, and your manager receives an email notification.
If you do not have a manager assigned, approval is bypassed and the goal automatically becomes In Progress.
Sending Approval Requests for Pending Goals
Goals that are created or changed by employees, require manager approval. Your manager will receive a weekly Performance Digest Email listing pending approvals.
Click Send Reminder in the upper-right corner of the goal.
After sending, the button becomes inactive and displays: “A reminder has already been sent to the approver.”
The button resets after refreshing the page.
Go to How to Approve Pending Goals (Managers) to learn how to approve goals.
Goal Assignment Section (Managers & PM Reps only)
Managers can assign goals using the Your team option in the Assignment section.
PM Reps can assign goals to specific employees using the Custom Assignment option in the Assignment section. Scroll down to the How to Create Goals | PM Rep Goal Assignment Option for step-by-step instructions.
1. Select “Your Team”
In the Assignment section, choose Your Team.
If you do not have direct reports, the only Assignment option will be Yourself.
2. Select Your Direct Reports
Selecting Your Team displays a list of your direct reports, including their names and job titles.
Your own name appears at the top of the list so you can include yourself if needed.
3. Assign Goals
To assign the goal to an individual, select the checkbox next to their name.
To assign the same goal to multiple employees, select the checkboxes for all applicable employees.
Create a Separate Goals for each user*.
Create a separate goal for each user is automatically selected.
Each selected employee will receive their own copy of the goal.
4. Submit
Click Submit to assign the goal or to save any changes.
Second-level managers have the ability to assign goals to indirect reports. If you do not intend to assign the goal to indirect reports, ensure the corresponding checkboxes are left unchecked.
Once this goal is assigned, it will appear on the My Goals page for all selected employees where they can edit and manage it. This goal may also appear in their performance review.
PM Rep Goal Assignment Option
PM Reps can assign a goal to a specific employee using the Custom Assignment option in the Assignment Section.
Select the Custom Assignment option in the Assignment section.
Select the Users option from the drop-down menu.
Then, type the name in the search filed or click the Select icon to search for the employee using their PID.
Select the employee’s name.
Finally, your selections are displayed in the Criteria table. You can remove a selected user by clicking the Remove icon to the left of the user.
Click Submit when finished.
If you do not intend to assign the goal to these subordinates, ensure the corresponding checkboxes remain unchecked.
Once this goal is assigned, it will appear on the employees ‘My Goals’ section and their Snapshot. This goal may also appear in their performance review.
Return to topics on this page:
Was this helpful? Provide feedback about this article.