How can I set up Goals for my staff in Phorest Go?

This article will show you how you can set up personal goals/targets for each of your staff members under the Staff Performance section of Phorest Go.

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Note: This feature is exclusive to certain Phorest subscription packages. If this feature is not available on your current package you will see an Upgrade Required message on the feature. Tap this message to register your interest in upgrading.

 First Steps!

Before you can set goals, you'll need to make sure you have enabled Staff Performance in Phorest Go for your staff members. If you haven't done this already, check out this guide to learn how.

You will also need the latest version of Phorest Go, so make sure to check your app store for updates.

In Phorest Go, go to More > My Performance > My Goals, then click Create a goal to begin.

If you are managing a team and want to create goals for other staff members, choose the staff member's name from the drop-down menu. You will need to have access to Phorest Go > Staff Performance > Manager View to do this. To learn more about updating your access settings, check out this guide.

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Enter the details of your goal on the next screens. 

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Once the goal has been created you can view the goal(s) in this same section. If the goal was created for you by someone else, you will also see who created the goal here.

Each staff member will receive a notification on the starting day of the goal to let them know that their goal has started.

 Next Steps!

Next, you might want to learn how to view the progress of your/your team's goals. Click here for a guide on how to do that.

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