General

To create a new goal for yourself, click on the Goals tab in the menu bar. To create a new goal, click the blue '+ Add' button to the right of the page. A popup window will then appear where you can enter all of the criteria for your goal...

If you've already created a goal and have now made some progress, you can update it by visiting the Goals module and clicking the 'pencil' icon next to the goal. The goal will then pop up and any of the fields can be modified. Be su...

As a manager, to create a goal for one of your employees, you have two options: 1. First, go to your own goals page and use the search function to find one of your employees 2. On the Appraisals or 360 Surveys pages, click the drop-down arrow nex...

Marking a goal as verified locks the content of the title and description in place. An employee cannot mark their own goal(s) as verified. This can only be done by the manager (or manager's manager and so on) and any HR user. Marking a goal as ver...

Some organizations have goals that are more or less standard based on an employee's given job type. For example, all employees on the sales team may be given a goal to 'Sell 46 widgets this quarter'. Rather than set up the same goal, ag...

Organizing and tracking goals is an integral part of every successful organization. Primalogik makes it easy to do just that. Goals can be set and updated by the employee themselves, their manager (or manager's manager, and so on), or any HR user. Man...

In the system, it is possible to clone (copy) a goal. This is something you'll want to do if you will continue to work on a goal after it has been assessed in an appraisal or 360, as Primalogik locks goals after being evaluated. To clone one of yo...