Setting Up Objective Templates for Efficient Objective Creation
Creating an objective template is not the same as creating an objective for another employee. The objective template is simply a way of quickly creating an objective for an employee using a list of pre-defined properties.
The steps below will show you how to add or create an objective template in the platform so that employees and/or managers can use them. Information on using objective templates can be found in these manager and employee StaffCircle university guides.
Step One
Hover over the Objectives and Reviews section of the side-bar, then navigate to: Configuration ➡️Objectives ➡️ Templates. Select the ➕ next to Templates to open the Add Objective Template pop-up.
Step Two
Configure the fields within the General section of the form, including a Title and a Description for the template. This information will pull through when the template is selected for use.
Utilising Tags will allow you to categorise objectives in the platform. All objectives that are created using a template will inherit this tag. The Type will determine whether this template is for a personal (SMART or OKR), departmental, or a company objective. Objectives intended for an individual will be Personal.
If your Company is using Competencies, then you can associate this template with a competency. All objectives created with this template will inherit this competency.
Step Three
Configure the fields within the Value Type & Target section of the form. The Value type will determine how the objective will be measured: as a percentage, yes/no, financial, or number. This cannot be changed when the objective using the template is being configured.
Selecting an option (with the exception of the yes/no value) will then allow you to specify the Start and Target Value for the objective. The start and target values can be configured when the objective template is being used.
Step Four
Configure the Objective Settings section of the form:
| Allow manual progress changes | Allows the individual who has been assigned the objective the ability to incrementally update its progress |
| Allow self service | Allows the objective to be requested in MYSELF mode (ie. employee can use this template to create their own objective) |
| Allow comments | Enables the Conversation area so that the Reviewee and Reviewer can liaise back and forth |
| Objective should reoccur | The objective will reoccur at the specified interval (toggling this on will allow you to set a reoccurrence over a period of days, weeks, months, and years) |
Step Five
Finally, configure the Notification Settings for the template. This will ensure that the individual assigned to the objective and the individual managing the objective receive notifications when the objective is created, progressed, and marked as complete.
Step Six
Click the SAVE button in the bottom right-hand corner of the pop-up to add the objective template to the platform - this is now ready to be used to create objectives.