Create a Goal

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Want to read about how to set good goals first? Good idea! See our Khorus Methodology and Best Practices guides on the goal-setting process.

The CEO

First, click Goals in the main navigation menu.

Then click the add goal button, at the bottom-right of the page. You might need to scroll down first.

Enter your goal details. As CEO, your goals are, by default, treated as company goals. If you want to enter a personal goal that is not to be a company goal, align your goal with another by clicking on the Select Parent Goal button, or you can mark your goal as a private goal (only visible to you) with the check box. Otherwise, enter your company goal details, then click Publish.


Managers

Let's get started. First, click Goals in the main navigation menu. 

Then click the add goal button, at the bottom-right of the page. You might need to scroll down first.

Enter your goal details. As a Manager, you'll almost always align your goals to a parent goal, contributing to one of your boss's goals or someone else in the organization, so start by selecting the goal you'll align with (the parent goal). No matter who you align your goal with, even if it's not your manager, your manager is still the person responsible for reviewing and approving (or requesting changes to) your goal. The person who owns the goal that you align yours with (the parent goal owner) will receive notifications about your goal submission and activity throughout the quarter. 

Now enter your goal details. Remember, goals are transparent in Khorus; they're visible to everyone else in the company. 

Once you're done, click Submit for Approval. Your manager will receive a notification and have a Reminder on their home page to prompt them to review your goal and approve it, or to request changes to your goal by adding a comment, guiding you in the changes they're looking for.

Finally, you'll get a notification once they approve it (or request changes to it).

Individual Contributors

Let's get started. First, click Goals in the main navigation menu. Then click the add goal button, at the bottom-right of the page. You might need to scroll down first.

Enter your goal details. As an individual contributor, you'll almost always align your goals to a parent goal, contributing to one of your boss's goals or someone else in the organization, so start by selecting the goal you'll align with (the parent goal). No matter who you align your goal with, even if it's not your manager, your manager is still the person responsible for reviewing and approving (or requesting changes to) your goal. The person who owns the goal that you align yours with (the parent goal owner) will receive notifications about your goal submission and activity throughout the quarter. 

Now enter your goal details. Remember, goals are transparent in Khorus; they're visible to everyone else in the company.

Once you're done, click Submit for Approval. Your manager will receive a notification and have a Reminder on their home page to prompt them to review your goal and approve it, or to request changes to your goal by adding a comment, guiding you in the changes they're looking for.

One more important thing to know: just because you're an Individual Contributor and don't manage other employees, that doesn't mean you never take the lead on initiatives, so anyone else can align their goals with yours.

Finally, you'll get a notification once they approve it (or request changes to it).

Goal Admins

As a Goal Admin, to create a goal for another employee, you follow (mostly) the same steps as you would to create your own goal.

As a Goal Admin, you can skip the approval process that goals usually go through. If you want to skip that employee's manager's approval, just click Publish when you're done entering the goal details. The employee, manager (and parent goal owner, if different than manager) will get a notification. 

If you want to create the goal for the employee, but still want it to go to that employee's manager for approval, choose Save Draft. 

Goal Managers

First, read the Goal Admins section, just above. As a Goal Manager, you'll follow those same steps. The only difference is that you must align the goal, that you're creating for another employee, with a goal that is in your own goal hierarchy. You don't have to choose one of your own goals, but it could be one of your child goals, or your child goals' child goals, and n-levels down—so long as it is ultimately in your goal hierarchy.