Goals: Create Goals for your Employee as a Manager

This article is intended for Paychex Flex® Engage users with the following access:

Users with MANAGER Access Level

Be sure that you review the following articles prior to utilizing Goals as a Manager.  The articles linked below provide the essential information needed in order to leverage your Manager Access Level pertaining to Goals.

Creating an Individual Goal

Adding Key Results to a Goal

1.1 Creating a Goal for an Employee

As a manager you will want to follow the steps below to create goals for your employees:

1. Click on My Team on the left hand menu

2. Select the Employee you wish to add goals to

3. Go to the Goals tab on the top menu once on their profile

4. Click on the Add Goal button on the top right of the page

5. Add in the title, description, and weighting if necessary

6. Click on the Save Button to save the goal 

1.2 Adding Key Results to Employee Goals

If you plan to use Key Results to track specific metrics towards completing the goal after hitting save you will want to continue on with these steps:

1. Expand the goal you are looking to add a key result to

2. Click on the Add Key Result button 

3. Enter in the Key Result you have in mind for that goal

4. Repeat as many times as necessary to get all key results entered