You can now set clear, actionable goals in Charlie to help you deliver on individual and company objectives, while driving your professional development.
Who can add goals?
Adding goals is super straight forward through depending on your permissions you might be able to do a few things that other permissions cant.
Team members can add and track their own goals
Line managers can add and track their own goals as well as their line reports' goals
Admins and Super Admins can add and track their own goals, as well as their line reports' and everyone else's on the account
How to Create a new goal on Charlie
All team members can create, edit, close or delete goals from the 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 as well as who created the goal.
You can also list as many key result needed for every goal you create!
Note: Your line manager and any company admins/super admins will have access to your goals in CharlieHR.
Where your reports' goals as a Line Manager or Admin?
Note - only admins and super admins can see everyone's goals. Line managers are able to see their direct reports' goals. (Image below is from a Super admin permission).
Head to the Grow tab on the lefthand side -> Goals
You will then be met with a table listing all the goals added to Charlie , giving you access to the context and any key results added there.
To view their goals simply click "view" and a section will be pop up with all the details.
Have questions? Reach out to us at help@charliehr.com or via live chat :)