Note: Set Goals option can be accessed either from the Pending Activities listed on the Dashboard Widget or through My Action Items in the Performance Tab. 

To View Dashboard Widget "Pending Activities". Click on Dashboard.png this would navigate to the Dashboard page. 

Pending Activity Widget on My Dashboard displays all pending activities to be completed. This widget is enabled with a quick search option to drill down and list various pending activities for different employees. Click on Set Goals.pngit will directly take to the Goal Setting page of the selected employee.

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Set Goals can also be accessed through "My Action Items' . Click on ksBgiJGacZcEkF58GsnlOOvndzkMMS92ng.png ->My Action Items. 

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This takes you to the "My Action Items" page; Use the Status Search to quickly Search "Set Goals" Click on the "Set Goals" link under the ‘Action’ column; 

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This would narrow the search for only those employees who are in Set Goals Status. 

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Now click on qycaEnEzD-npISfmWJujvqymSYNNWJo27g.png

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Here the employee has an option to either;

  1. Add Goal or
  2. Choose from Organization Library (if it has been populated for the organization during the implementation or later).
  3. Calendar tool is available to select the Start & Due date for completion of a particular goal. 
  4. To add a new goal, click on  Add Goal or Choose from Library.png It takes you to the following page. It opens a new blank goal setting section. 


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    Fill up the details and click the "Save" button.

    To choose a goal from the organization's goals library, click on _eO6TvePqcmbPpZTIzETJq260m-qaSCsIQ.png

    qH7cD5UKkmFaMbrBOwj42w_9NoLyjxXTvw.png


    It takes you to the following page from where you can select and add the goals; 

       

Goals Library.png


Select the goal to be included using the checkbox tool. Selected goals will be indicated by the checkbox turning into Green color. 

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After relevant goals have been selected click on mRctuJtcSYmchl-ofjleKRlDvOeV6Iw6nw.png

On completion click on 3jcgVIwHBAC1wMBtxXwodQ5uwa9tqJG8dA.png . To Save & Submit the goals. 
 

PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.