Managing and adding goals from a Perform & Engage 365 check-in

It's possible to manage and create new goals in Perform & Engage 365 directly from the check-in. 

This means if an employee feels a goal is missing, or a manager wants to amend targets, they can do so whilst checking in and not have to wait until after. 

To manage goals from the check-in 

Whilst in the check-in: 

• Scroll down to the goals/OKR section of your check-in. 
• This section separates your goals based on the level(s) goals have been set at. For example, you may have a department section, team section and personal section.  
• At the top of each section, on the right-hand side, you will see a 'Manage' option. Selecting this will launch a pop-up screen allowing you to manage and add goals to that specific level. 
• To change or add questions at different levels, you will need to select the appropriate 'Manage' option above that section in your check-in.