Managing my team's objectives

Your organisation needs to have the Objectives feature switched on to have access to add and manage objectives. If the feature is switched on you will have an 'Objectives' icon on your  navigation bar.

As a manager you can use the objectives feature to manage your own objectives - see the Objectives help page for further help and to support your team members with their objectives.

Your team members can add their own objectives or you can add an objective for them - to view or add objectives go into the 'My Teams' area.

New objectives or objectives with a new comment will be highlighted in the objectives column - click into the individual record to view and manage the objective.

 

From this page you can 'Add a new objective' for the individual and click into an existing objective to review it and add your updates.

Adding a new objective

Click on New objective to give the objective a title and a due date. This will open a pop-up box to add further details about the objective you are setting.

As the Line Manager you have the option to 'track' the objective - this means only you will have the ability to 'assess and close' the objective. If you don't 'track' the objective the user will be able to 'assess and close' the objective. In both cases you and the user can add comments, add recommended learning and courses to the objective.

 Top tip - remember to click on 'save' in each section to save your updates.

Reviewing progress 

The objective will be available to you and the user to review and add comments.

A new comment will be highlighted - click on the objective to see the comment and add your own comment.

When the objective has been completed click the 'Assess and close' button to add details of the final assessment and closing comments. A user can do this, if you chose not to 'track' the objective.

 

Archived objectives

A closed objective will be archived overnight but you can still access it in the archived area. There is a re-open button if you or the user decides there is more work to do on the objective. 

 

See also...

Breeio version 9.1.3