Learn how to use pre-built goal templates to save time, ensure consistency, and assign goals faster.
Goal templates are pre-configured goal definitions that you can reuse across your organization. Instead of creating each goal from scratch, templates let you define common objectives once and then quickly assign them to employees with just a few clicks. This ensures consistency in how goals are defined and saves significant time, especially when assigning similar goals to multiple team members.
Assign goals in seconds instead of filling out forms from scratch every time.
Ensure all employees receive clearly defined, standardized goals.
Templates encode organizational best practices into reusable formats.
A descriptive name for the template (e.g., 'Quarterly Sales Target')
Detailed explanation of what the goal involves and how success is measured
The Balanced Scorecard category: Financial, Customer, Internal Process, or Learning & Growth
Whether it is an individual or department-level goal
The suggested priority level (High, Medium, or Low)
The default measurable target value (can be adjusted when assigning)
From the sidebar menu, click on 'Goal Templates'. This page shows all available templates in your organization, including popular ones recommended for your role.
Scroll through the available templates or use the search and filter options to find the right one. Templates are organized by category and show usage statistics so you can see which ones are most popular.
Click the action menu on any template and select 'Assign to Employee'. A form will appear where you can:
Click 'Create Template' to define a new reusable goal template. Fill in all the template fields — name, description, category, type, priority, and default target. Once saved, the template is available for anyone in your organization to use.
Here are some common templates that organizations use:
Achieve the quarterly revenue target set by the finance department.
Maintain a customer satisfaction rating of 90% or above.
Document all key processes in the department by end of quarter.
Complete a relevant professional certification within 6 months.