It is possible to set goals within your Totara Learn site, these can be either team or individual goals. Settings goals allows you to connect high-level goals at the organisational level with detailed objectives at the individual level using a flexible, tiered approach.
Creating goals as a Site Administrator
As a Site Administrator you can go to Site administration > Hierarchy > Goals > Manage goals to create new goals for use in the system by following these steps to create all the components:
- Create goal scales to allow you to measure the progress of a goal.
- Create goal types to group the various types of goals you might have.
- Create goal frameworks, using the scales and types you have previously set-up.
- Add goals to the framework.
Assigning goals to yourself
Once you have added goals to a framework they will then be available for the allowed users to assign to themselves.
- Go to Performance > Goals.
- Click either Add company goal or Add personal goal depending on the type of goal you wish to add.
- From the dropdown menu select the framework you wish to assign goals from.
- Select the goals you wish to assign.
- Click Save.
You can now set the status of the goals or remove the goal ().
Assigning goals as a manager
Managers can assign goals to their team members.
- Go to Teams.
- Click Goals under the desired user's name.
- Click either Add company goal or Add personal goal depending on the type of goal you wish to add.
- From the dropdown menu select the framework you wish to assign goals from.
- Select the goals you wish to assign.
- Click Save.
You can now set the status of the goals or remove the goal ().
The Totara Academy has a whole course dedicated to using Goals in Totara Learn. Here you can learn more on how to use goals, see best practice, and give it a go yourself.