Set a goal for yourself:
1. After logging in to your Zenefits account, click on the Performance Management app.
2. Select Goals from the navigation bar at the top of the page.
3. Click Create Goal to get started.
Once you create your goal, you’ll be able to update any progress on the Goals overview page.
Edit a goal by clicking on the pencil icon next to the goal. From there, you can update the description, name, and start/end date.
You've done it! To mark a goal as completed, click on the gray Update Progress bar. Once you click on Close Goal, then it'll be moved to your Closed Goals section.
The completion of the goal doesn't depend on the end date. Instead, think of the end date as a target for completing the goal.
All levels of workers can create goals for themselves. If you don't have any direct reports, you’ll see personal, team, department, and company goals.
Managers cannot create and assign goals to their direct reports, but they can view goals that their direct reports have created.
Adding Goals to Reviews
Administrators or managers will be able to view direct report's goals by adding them to a review. This helps managers evaluate the individual's goal with their review. Goals can be added through two options:
Goals are able to be added to a review. The individual's manager will be able to review them in the context of their goals.
Adding to Reviews
Managers can add any direct report's ongoing or completed goals to a review. Goals are dynamically added to reviews, so you’ll see the latest goal status when completing a review.
Company administrators can create company, department, and team goals to promote transparency and direction to all workers.
After completing all fields, goals will be available to all applicable individuals.
Company Goals: can only be created by full company or HR admins and can be viewed be everyone
Department Goals: can only be created by HR admins with permissions to view their department, and can only be viewed by individuals of that department
Team Goals: can only be created by managers, and can only be viewed by individuals of that team
Personal Goals: personal goals you create can only be viewed by you
To leave a comment on a goal: