This article is intended for Paychex Flex® Engage users with the following access:
Users with MANAGER Access Level
Steps to Create Department Goals
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 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.
If you would like information on Understanding & Adding Key Results to your Goals,
click the link below to learn more!
Wait... did you know that Key Results can be added to Goals as an additional factor in tracking and breaking down goal completion.
Start thinking of Key Results as Sub-Goals!