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Goals - Sage HR app

How to access and manage your goals on the Sage HR app.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can access your goals on the Sage HR app.

To get to your goals:

  1. Press Workspace.

  2. Press Goals.
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You'll then be able to see your personal goals, and you will also be able to see your Company and Team goals if those are linked to your personal goals.
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πŸ“ŒTIP: Use the bar at the bottom to toggle between the three different types of goals.
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What can you do?

  • You can filter your list of goals.

    • This can be by period i.e. Q1, Q2 etc.

    • By date

    • By goal status
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      πŸ“ŒTIP: Press Reset to go back to the default state.
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  • You can tap on a goal and see a goal's details, its key results, and its linked goals.

  • You can update a key result's progress.

  • You can freeze a key result - If frozen, a key result won't participate in the goal evaluation and its weight will be distributed.
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    You can undo this action by pressing Unfreeze.
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  • You can see goal's progress and update it accordingly.

  • You can see goal activity, filter by comments, updates, attachments.
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  • You can add a comment to goal, and check other comments for a key result, adding further comments yourself if required.

  • You can complete a goal.
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    When completing a goal you can clarify the results, the completion date, add comments, as well as add any necessary attachments.
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  • You can see when a goal is completed
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