Many ways to measure
Measure goals by quantity, percentage, money, done or not done, turnaround time, rating or completed tasks.
Module
Goals & Tasks
Turn company targets into daily work you can measure
Targets set at the top often get lost before they reach the people doing the work. Goals & Tasks links company, team and individual goals to the tasks and time behind them. Progress, turnaround and scores are recorded as the work happens.
How it works
5 steps, from start to finish
Set the rules
HR chooses the goal frequencies, measurement types, approval rules, scoring scale and performance calendar the company works to.
Agree the goals
Goals are set for a person, a team or the whole organisation, or proposed by employees, and go through approval where the company requires it.
Break them down
A goal can be split by day, week, month or quarter, given milestones, or shared out among a team.
Do and log work
People work through tasks linked to their goals and log their time with a timer or by hand.
Review and score
Owners add their own view, reviewers score each goal, and owners acknowledge the result.
What it does best
Built for the way HR really works
Fair splits over time
Split a target by working days, working hours, equally or by hand, so weekends and public holidays get no share.
Turnaround targets
SLA policies set how quickly work should be done, warn owners when a task is close to its limit, and tell them and whoever assigned it when it goes over.
Recurring tasks and dependencies
Repeating tasks appear on the owner's list automatically, and a task can wait until the work it depends on is finished.
Full history
Every change to a goal or task is recorded with who made it and what it was before.
Analytics by reach
See completion rates, scores, overdue goals and SLA compliance for yourself, your team, your units or the whole organisation, compared with the previous period.
What's included
Everything in Goals & Tasks
- ConfigurationGoal frequencies, measurement types, approval and scoring rules, goal categories, the performance calendar and SLA policies.
- GoalsIndividual, team and organisation goals, with approval, progress updates, breakdowns, milestones, shares and end-of-period scoring.
- AnalyticsGoal completion, scores, overdue goals, task turnaround and SLA compliance by person, team, unit or the whole organisation.
- TasksTasks linked to goals or standing alone, with priorities, due dates, recurring series, dependencies, comments and attachments.
- TimesheetsTime logged against tasks with a timer or by hand, shown week by week for each person and their team.
Who uses it
Each person sees their part
HR
Set up the goal rules, categories, performance calendar and SLA policies, and close periods once results are final.
Managers
Assign goals and tasks to their people, approve and score goals, and follow their team's timesheets and analytics.
Employees
Propose and update their own goals, work through My Day and log the time they spend.
Try Goals & Tasks with your own people.
The free trial opens every module for a month.