Home Performance Reviews (Employees and Managers) How to Define and Approve Goals as a Manager

How to Define and Approve Goals as a Manager

Last updated on Nov 17, 2025

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1. Click "Approve Goals"

Click "Approve Goals" to begin the goal approval process

Click 'Approve Goals'

2. Click "Define"

Once you click on Approve Goals, you will see a list of your direct reports for whom you need to approve the goals. Click on "Define" to select the goals for your direct reports

Click 'Define'

3. Click "Include" for adding goals

You can see all the goals that fall under the selected goal configuration displayed in the list below. Click Include to add the required goals for goal selection

Click 'Include' for adding goals

4. Remove any Goal

If you feel that any goal is not required for the goal selection, you can remove it by clicking on the Exclude Goal icon (-)

Remove any Goal

5. Click Create Goal

You can also create a goal by clicking on the Create Goal button. Once created, it will appear in the list below. You can then Include that goal for approval

Click Create Goal

6. Click Set Equal Weights

Click “Set Equal Weights” to distribute the goal weights evenly across all selected goals

Click Set Equal Weights

7. Manually Update weights

You can also adjust the weights manually by clicking on the value bar

Manually Update weights

8. Ensure Total weights sum up to 100%

After the goal weights have been assigned either equally or manually, please ensure that the total weights sum up to 100%

Ensure Total weights sum up to 100%

9. Click Approve

Once the goal selection is done, click on "Approve"

Click Approve

10. Click Yes To Confirm

Click “Yes” to confirm and complete the approval

Click Yes To Confirm

11. Click Approved Status

You can verify that the status has been updated to Approved

Click Approved Status