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Goals: Creating an Individual Goal

CJ Tirado avatar
Written by CJ Tirado
Updated over 9 months ago

Steps to Adding a Goal:

Login to your Paychex Flex® Engage account.

Click on Goals on the left-hand menu.

The Goals page will display Individual, Team, Department and Company Goals.

To add an Individual Goal, click on the Individual 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 Individual Goal button to the right of your screen.

Complete the following fields to create your goal:

  1. Goal Title

  2. Goal Alignment (Optional)

    1. Option to align this individual goal to a team, department or company goal from the dropdown menu

  3. Set a Weight (Optional)

  4. Select a Due Date

    1. This Month, This Quarter, This Year or Custom Date

  5. Visibility

    1. This is defaulted to private, which means only the owner and managers in the hierarchy can view the goal.
      ​If it was set to public, everyone in the organization would be able to view the goal.

  6. Progress Calculation (Automatic or Manual)

    1. When you add a personal goal in the system, by default it will set the goal to be manual. This means you can manually update the goals progress by using the percentage bar.
      ​

    2. If you would prefer the goal to be automatic, you can build key results off of the personal goal. The progress on the personal goal would come from the progress of your key results.

  7. Goal Description

  8. 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.

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