Overview

This article will show you how employees can set their own goals.

Important Note

• If the Employee cannot view the Add [Item] button, then a back-end Administrator will need to disable Employee Section Locked.
  

Instructions

1. Log into the front-facing site 
2. Navigate to Performance Management
   
   
3. Click on the Review you want to add items to
   
4. Under a tab, click Add [Item]
   
   
   • Note: The Item will vary based on which tab you are on.
5. Click Select from Library
   
   
   • Note: Alternatively, manually add a new goal:
     • Create a Title and Description, then hit Save Evaluation
       
6. In the new Create Item pop-up, select a Category Title
   
   
7. Click the record to add
   
8. Click Save [Item]