To begin creating a goal in Quantum Workplace, click the Create Goal button in the top right corner of your Goals page.
This will take you to the goal creation page:
On the goal creation page, enter the following information about your goal:
- Goal Name: Give your goal a name that clearly communicates what you want to achieve. The Goal Name will be the primary identifier for your goal within Quantum Workplace.
- Key Results: Add text to describe each Key Result, or each metric that you'll use to track your success on this goal. You can think of Key Results as the tactics or actions you will take to accomplish the goal. To the right of each Key Result, click Target to set a starting value and target value for that key result. You can choose to track your Key Results as a number, as a percentage, in dollars, or as a binary Complete/Incomplete.
Under the Goal Configurations heading at the bottom of the screen, you'll make the following decisions about your goal:
The default goal type is a Personal Goal, or a goal for an individual that is tied to job performance or your ultimate success in a role. You can also create Development Goals to denote areas you would like to grow in over time (typically this is something that isn't related to your daily job responsibilities.) If you're a manager, you can create Team Goals. If you're an Administrator, you can create Organizational Goals.
On the following tab, you will designate who the Goal Owner is and add in any additional coworkers who should have the ability to update the goal as Contributors if needed. By default, you will be added as the goal owner if you are creating the goal, but if you are creating the goal on behalf of someone else you can click the x by your name to remove yourself as the goal owner and type in your colleague's name here. Contributors can update the goal and will receive email notifications when the goal is created or closed.
For Team Goals: On the Goal Users tab, you will specify who should have access to this team goal by adding team members to the goal.
You can add team members in two ways:
1. From the Demographics tab, you can type in a department, division, or other group to add everyone included in that group as a team member.
2. Alternatively, you can click the Goal Owner's Downline tab to add everyone in your full downline or only your direct reports as team members of the goal.
On the third tab, you have the option to select a due date for your goal. You can leave this field blank if you do not want to specify a due date for this goal.
On the fourth tab, decide whether the goal should be Public or Private. Public goals will be visible by anyone at your organization, while private goals will only be visible to your upline and to Administrators of Quantum Workplace. Your HR team decides whether the default setting for a goal is to be public or restricted.
You can choose to align your goal with larger goals (typically, you would align a personal goal with a team or organizational goal). Aligning your goal visually indicates to other users that the goals are related.
Create and Launch
Once you've configured your goal, you have the option to either save your goal as a draft or publish it. When you're ready for your goal to be visible to others at your organization, click Create and Launch. Your new goal will not get posted to the Home Page, but you will have the option to post subsequent updates to the Home Page.
If you'd rather save your goal as a draft to return to later, click Create Draft. You can return later to your Goals Home Page to edit your draft goal and officially publish it in Quantum Workplace point by searching for Draft goals from your Goals Home page.