This article will help you create Hard goals and will provide use case examples for them.

Hard Goals are used to make traditional KPIs that are measurable and objective. Their evaluations will always require figures.

Sales Results could be a Hard goal. This goal will require evaluations for a) a record of calls made during a specific timeframe, b) rate of conversion, c) a win rate, d) an overall sales quota which will be an index-based score.

1. Before creating a Hard goal, the Period should be defined. In Admin > Performance > Periods, create a new Period, for example Q4 2022, and update the start and end date and click Create period.

2. We would recommend creating Categories in Admin > Performance > Categories, to help you organise your Goal library. Category names in English and your desired translations should be included.

3. In Admin > Performance > Create & edit goals > select Create a new goal, Add a title, and the optional Category and Description if required, and specify the Goal Type.

Bear in mind that you will not be able to change the Goal Type after you save. You will need to create a new goal should you wish to create a Soft goal instead.

‘INCLUDE IN PERFORMANCE INDEX’ will allow this goal to be included or excluded in the user’s overall Performance Index (PI).

‘ALLOW MANAGER TO ASSIGN THIS GOAL TO USERS’ will allow Performance Managers to assign this goal to their direct reports.

‘ALLOW MANAGER TO CUSTOMISE THE GOAL ASSIGNMENT (GOALS TARGET FOR EXAMPLE)’ will allow managers to change the target when assigning this goal to a user in an Appraisal process.

Where Strategic Roles are enabled on a platform, ‘LOCK THIS GOAL FOR THE MANAGER IF IT'S ASSIGNED THROUGH A USERS PROFILE’ will not allow managers to customise this goal if it is assigned to users as part of a Strategic Role.

‘COMPETENCE IS CONNECTABLE IN ITEM LISTS’ will allow users to connect this Main-goal as a Category when they create non-measurable goals with the Item List component in an Appraisal process.

Specify a Weight out of 100%, to communicate the prioritisation of the goal. In ‘Order’ you can specify the position of this goal on the user’s Performance > Goal Page.

Bonus: more information on Soft Ordering can be found here.

Select a Period for the goal and click ‘Create goal’.

4. Every Main-goal must have Sub-goals, as the latter are evaluated. The steps above will create the Main-goal. Upon clicking ‘Create goal’ you will be prompted to create a Sub-goal.

To create a Sub-Goal, add a Title, optional Description, and select API INTEGRATION if this goal's evaluations will be updated by API from a CRM.

Bear in mind that you can only update evaluations for Hard goals by API integration with your CRM. It is not supported to update evaluations for Soft goals by API.

Update its Weight and Target, and specify if the user's results can be ACCUMULATIVE. If this is enabled, all previous evaluations within the chosen period will be added to the goal's current total. It will not be possible to disable this setting once the goal has been assigned.

Update the Order if required. You can also include an External Link or File Upload to support the performance evaluation.

5. You can also create new Sub-goals from Performance > Create & edit goals by hovering over a main-goal e.g. Sales Results and clicking the + icon.

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