Add My Goal in PlummHR

Summary

In this article

• Before you begin
• Step 1: Accessing the Add My Goal Section
• Step 2: Adding a New Goal
• Step 3: Setting Schedule and Ownership
• Step 4: Adding Objectives for the Goal
• Frequently Asked Questions (FAQ)

Before You Begin

• You need to have access to the Goals section in PlummHR.
• Make sure that you have a clear idea of the goal’s purpose, timeline, and the team or individual responsible for it.
• Ensure that the necessary department or team members are set up in PlummHR.

Step 1: Accessing the Add My Goal Section

• Click on the Nine-Dot Menu

• On the left side of the page, click on the nine-dot menu (also called the "App Switcher"). This opens a list of available modules.

• Select the Performance Tab

• In the menu that appears, click on the Performance tab, which is designed to boost team performance and growth.

• Access the Goal Module

• Inside the Performance tab, you will find the Goal Module.

1. Click on the + Add My Goal button located at the top-right of the page.
2. You will be directed to the Add My Goal form where you can begin filling out the goal details.

Step 2: Adding a New Goal

1. Goal Title:
   • Enter a clear and descriptive title for the goal to make it easy to identify.
2. Description (Optional):
   • Provide a brief description explaining the goal’s context, purpose, and expected outcomes.
   • You can use the text editor to format the description (e.g., bold, italicize, or create lists).
   • Generate Description:
     • If you need help drafting the description, click the Generate button to automatically generate a description using AI.

Step 3: Setting Schedule and Ownership

1. From Date and To Date:
   • Select the start and end dates for the goal. This helps set clear timeframes for completion.
2. Goal Type:
   • Choose Individual or Team depending on whether the goal is for yourself or for a team.
3. Owner:
   • The Owner is the person responsible for ensuring the goal is completed. Select the owner (this will likely be yourself or a team leader).
4. Assigned To:
   • For team goals, select the team members who will work on the goal. For individual goals, this will be automatically assigned to you.

Step 4: Adding Objectives for the Goal

1. After filling in the Details and Scheduling sections, move to the Objectives tab.
2. Adding Objectives:
   • Click + New Objective to add measurable objectives for the goal.
   • Generate with AI:
     • You can use the AI feature to suggest objectives based on the goal’s description.
   • Draft Your Own:
     • You can manually input specific, measurable objectives for the goal.
3. Save the Goal:
   • After adding the objectives, click Save to complete the goal creation.
   • You can also Edit or Delete objectives if needed later.

Frequently Asked Questions (FAQ)

1. How do I create a new goal?

2 . What details are required to create a goal?

Yes, you can assign the goal to multiple departments or teams by selecting them in the Assigned To section when adding or editing a goal.