In this article, we'll show how to track and review progress with an objective. Individuals can create objectives for themselves, or a manager can create objectives for one or more members of their team.
We'll also cover how an objective summary looks when included in a review.
Track and update objective progress
Make it a habit to regularly review and update progress, and you'll save lots of prep time when reviews come up. Here's a summary of the options for managing and updating objectives:
| 1 | Edit the objective. Change the title, due date, and description. Note that this will trigger a notification to the other party |
| 2 | Archive the objective. Once archived, an objective can be unarchived |
| 3 | Make a self-created objective private. A Manager will not be able to see the objective and it will not appear in a review form |
| 4 | Connect to a global objective - an organisational goal. This demonstrates how an individual objective contributes to overarching company goals |
| 5 | Select the date to toggle between 'days until due' and the actual due date |
| 6 | Drag and reorder objectives in the My objectives area, for example to reflect priority or days until due |
| 7 | Select the title of an objective to add an update. For example, to add a comment, attach a document such as a PDF or a PowerPoint |
| 8 | Drag the slider to show progress toward achieving the objective |
When the objective title is selected, the full conversation around the objective is visible:
How an objective summary looks when included in a review
A summary of objectives can appear in a review form, with the option to add a rating. All commentary and evidence added to the objective will be shown. During the review, the reviewer and the reviewee can add comments to the overall 'objective summary' section:
Note:
- In the template builder, you can choose to make the objectives section mandatory for sign-off of a review
- Review percent score will depend on the choice made for objectives (No rating, average rating, weighted)
Get deeper learning in The Academy
See how individual and global objectives are created and managed, and get an overview of the review process for managers and their team - including best practice advice, and hints and tips from the Kallidus team.
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