You can now set clear, actionable goals in Charlie to help you deliver on individual and company objectives, while driving your professional development.

Any team member can set their own individual goals, while line managers (for their direct reports) and admins/super admins have clear oversight on goals across the organisation.

Note: Our goals feature is currently in beta, we are working fast to develop & expand its functionality.

Have feedback for us? Use livechat to send us your feedback, or you can submit your company needs directly to our product roadmap here!

For team members: set & update your goals

All team members can create, edit or delete goals from the new goals page.

The goals page can easily be accessed from the Grow tab on the lefthand side -> Goals.

You can add as many goals as you like- there's no limit!

Though it’s valuable to not set too many, in order to keep them achievable.

Each goal needs to include:

  • Title: A short, sweet articulation of the goal itself

  • Description: A space to describe the goal in more depth, as well as additional context such as why it was set, how you expect to achieve it, and by what date.

    • We will automatically include include the date at which it was created

Screen Recording 2023-01-19 at 04.06.43 pm

Note: Your line manager and any company admins/super admins will have access to your goals in CharlieHR

Viewing your direct report's or company's goals

Note- only line managers, admins or super admins can view this information.

Head to the Grow tab on the lefthand side-> Goals

You will see a list of all your team members who have Goals input on Charlie.

To view their goals simply expand each section to see the individual goals listed

Screen Recording 2023-01-19 at 04.10.06 pm

Have questions? Reach out to us at [email protected] or via livechat :)

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