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


  • To View Dashboard Widget "Pending Activities", Click My Dashboard.




  • Pending Activities Widget on My Dashboard displays all pending activities to be completed. This widget is enabled with a quick search option to list various pending activities for different employees.


  • Click Set Goals. The system directs to the Goal Setting page of the relevant employee.


  • Set Goals can also be accessed through "My Action Items'  from the Performance menu


  • The system directs to the "My Action Items" page



  • Search Set Goals and click the Set Goals link relevant to an employee


  • The system directs to the Goal Setting page of the relevant employee.



  • Here the employee has an option to either Add Goal or Choose from Library.
  • The employee can able to save their goal in the draft version until click submit.
  • The employee can able to view their saved goal on the set goal page.


  • Fill the standard information that includes

  • Goal Name - Give a unique name for a SMART Goal. The goal name should be assigned based on individual employees job function
  • Goal Description - Provide a short description of the goal that ensures the understanding of the goal objective and its outcome
  • Goal Target Type - The goal types can be in number, text or date (e.g. you can set sales target by number, goal status updates by text, and timeline by date)
  • Target - Managers can define the specific desired outcome upfront and employees can define or update the achievements while goal review is in progress
  • Target Condition - The condition can be equal, greater than or equal, or lesser than or equal to the target defined
  • Start Date - Specify the calendar date at which the goal becomes effective
  • Due Date - Specify the calendar date by which the goal should be achieved


  •  To choose a goal from the organization's goals library, click Choose from Library


  •  You can select the required employee goals from this Library when creating a feedback form/template or goal setting associating with an employee role. 


  • On completion, click Save All.



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.