>> Performance Dashboard > Goals > New Cycle

Goal Cycles track the periodic progress towards achieving target objectives.

Such cycles can be used to track, for example:

• Time-based, weekly, monthly, quarterly, annual reviews
• Project-based, all the targets needed to complete a project
• Corporate, such as meeting certain budget revenue or cost targets
• Personal, such as training or self-improvement

GOAL STRUCTURE
Before we create a goal cycle, you may want to know how the ZipHR goal cycle works. Goals are generally structured as follows:

• Goal - the overall objective to achieve
• My Goals - list of key goal objectives to achieve under the overall objective
• Key Performance Indicators (KPI) - KPIs are created under each MY GOALS to define exactly what it takes to get the goal done
• KPI Weighting & Progress - each KPI must be assigned a weight to represent its contribution to achieving the goal. KPIs weight under a specific My Goals should total to 100%.
  % Progress is also available per KPI to indicate the progress made by the employee periodically

ADD A NEW GOAL CYCLE

Click on <NEW CYCLE> to create a new goal cycle.

Note: <EDIT> to amend an existing cycle or <CLONE> to copy an existing cycle (including all previous goals) is also available on existing goal cycles.

• Cycle Name - choose a name that reflects the overall purpose of the goal cycle, such as "Factory Floor (Quarterly)" or "Line 1 Production (Monthly)"
• Open Date - select the date to start the cycle
• Due Date - select the date to end the cycle
• Status - select "Open" if you wish employees to access immediately, "Closed" if you want to activate later
  Note: Employees will not be able to submit goals if the cycle Status is Closed.  However, the administrator may manually change the Status at any time if they would like to allow for amendments outside of the open cycle dates.
• Cycle Assignment - determines which employees will be included in the cycle. 
  • Profile Type - you may select to assign by either Employment Type, Position, Branch, Group or Subsidiary
  • Group Selection - choose the Profile Types that will be assigned
    Example: If Branch is selected as Profile type, select which specific Branch will the goal be assigned
  • Reviewer - select between:
    
    • Direct Manager - the manager of the employee will be the assigned reviewer of the goal
    • Designated Reviewer - assign a specific employee to review the goals of the employees
• Cycle Goals - add any key goal objectives to achieve for this specific goal. To create a cycle goal, please input the following details:
  • Title - Name/Description of the cycle goal
    Example: Produce 1,000 widgets & Increase line efficiency by 20%
  • Priority - priority level if Minor, Major or Critical
  • Description - add a brief description of the cycle goal
  • Date Range - start and end date of the cycle goal
  • KPIs (Key Performance Indicators) - add KPIs 
    • Weighting (%) - add weight to represent the KPI's contribution to achieving the goal. Make sure that the total weight is equal to 100% 
    • Click CREATE/SAVE once done adding KPIs & weight
• Create - Once done adding details & cycle goal you may now click CREATE/SAVE

See related articles on how Employees and Managers should complete their Goal Cycles!