Goals: Creating Department Goals

Modified on Fri, 6 Feb at 12:20 PM

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

Users with MANAGER Access Level

Steps to Create Department Goals

Click on Goals on the left-hand menu.
The Goals page will display Individual, Team, Department, and Company Goals.

To add a Department Goal, click on the Department Goals tab at the top of your screen.
Note: These steps are identical for creating any type of goal within the Paychex Flex® Engage platform.

Click on the Add Department Goal button to the right of your screen.

Complete the following fields to create your Department Goal.

Enter Goal Title - this is a short summary of the goal.
Goal Alignment - option to align to another Goal (can only align to Company Goal)
Set Weight - Option to set a weight to the goal on a scale from 1 to 10.
Here you will decide how this goal will be weighed against your other goals.
Select a Due Date
Select from: This Month, This Quarter, This Year, or Custom Date
Progress Calculation - Choose between Automatic or Manual
Description of the Goal - Optional
Select the Department
Select the Owner - this option will default to the user but can be changed as a manager.
Save each Goal by clicking the Save Button at the bottom of the window.