Perform - Create and assign team objectives

Team Managers can create and assign to team members, objectives for the coming review period. This action is available to managers only.  Managers can create objectives for their immediate team only. 

Step One: Create a new objective

Click on the ‘My team tab’ and select ‘New team objective’:

Note: If an objective is for one team member only, it can be assigned directly by selecting ‘Check objectives for that team member ( as in the above screenshot).

Step Two: Specify the properties

Enter a title and description for the objective. Specify to which team members the objective will be assigned, and the date by which it should be achieved:

Step Three: link to global objective

Managers can align team objectives to Global Objectives. To do this, click ‘Connect +’ to link to a Global objective, then select a global objective. Objectives can be linked to one Global objective only:

Step Four: Save and close

Click ‘Save’ to complete the process. The objective is instantly visible to all team members selected. A notification will also be sent to team members to notify that they have been assigned a new objective. See the ‘Global settings’ section for more information about this notification:

This article is taken from the Perform Admin Guide, click here to view the full guide.