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Add personal goals or OKRs to your Perform & Engage 365 check-in

If you want to create personal goals or OKRs in Perform & Engage 365:

Go to my updates tab

Click the Goals/OKR tab

Ensure the scope is set to personal

Click to add Goal/OKR

Add your new Goal/OKR description

Select the required unit for your progress measurement and then add your baseline and target value.

Select the date range for your new Goal/OKR

To add a sub-goal, click the blue add sub-goal option and input the required details.

Click save.

You'll now see your newly created Goal in your personal Goals/OKR screen but it will also now appear within your next Perform & Engage 365 check-in.

During your Perform & Engage 365 check-in, you'll be able to update your progress towards that Goal/OKR.

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