Edit

Create a goal

  • Article

Applies to these Dynamics 365 apps:
Human Resources

You can create goals, add activities to goals, track measurements, and link the goals to a review. This procedure was created using the USMF demo data company. This procedure is for a feature that was added in Dynamics 365 for Operations, version 1611.

  1. Go to All workspaces > Employee self service.
  2. Click View all goals.
  3. Click New.
  4. In the Name field, enter Complete the Contoso project.
  5. In the Overview field, enter I will finish the Contoso project in 30 days.
    • Goals can apply to an individual, a team, or even a corporation. The default setting for Employee goals is Individual.
  6. In the Goal category field, enter or select a value.
  7. In the Start date field, change the date shown.
  8. In the End date field, change the date shown.
    • When you complete a goal, enter the date that you completed the goal here.
  9. Click Save.
  10. Expand the Measurements section. If it is already expanded, click the Expand arrow twice.
  11. Click Add measurement to open the drop dialog.
  12. In the Measurement field, enter or select a value.
  13. In the Target amount field, enter a number.
  14. Click OK.
  15. Expand the Activities section. If it is already expanded, click the Expand arrow twice.
  16. Click Add.
  17. In the Title field, type a value.
  18. In the Description field, type a value.
  19. Click Save.
  20. Click Show sections to open the drop dialog.
  21. Select No in the Show measurements field.
  22. Click Save.
  23. Click Show sections to open the drop dialog.
  24. Select Yes in the Show measurements field.
  25. Click Save.
    • There are goals that are the same or similar for team members or all employees. Your HR administrator or manager can create goal templates for those goals. You can add a goal from a template, and then modify it to match your timelines.
    • There are often several goals that are the same or similar for team members or all employees. Your HR administrator or manager can create goal groups that contain one or more goal templates. You can add goals from a goal group, and then modify them to match your timelines.
    • When you create a review, you can add goals to that review. Refer to the task guide for reviews to see how you can add goals to your reviews.