Goals
This page covers basic goals configuration. For advanced goals configuration — including MBO/OKR modes, achievement scales, phases, approvals, and category weights — see the Development Framework guide.
Permission Set
To access advanced goals features — such as Objective Time Periods, Objective Categories, Achievement Scales, and the Development Framework — an admin must assign the Flair Advanced Development Manager permission set to the relevant users. This permission set grants the necessary object and field permissions for configuring and managing objectives in Salesforce, as well as tab visibility for Development Framework and Objective Time Period tabs.
Without this permission set, users will not see the Objective Time Period selector when creating feedback cycles and will not have access to the underlying objective configuration objects.
Goals are crucial for every individual in a company. They help improve motivation, productivity, and growth. That's why no matter your job position, the flair Goals feature is a perfect way to put you on the road to success.
Overview
In flair HR under the Engagement page, you'll find the Goals tab. This tab allows you to oversee goals created for your company or employees. To add a goal, simply select New Goal.
There are three different types of goals:
- Company goals: These are aspirations for the company. They can only be created by HR managers in Salesforce.
- Team goals: Create objectives for a specific department or team. They are created by managers and HR alike in the Employee Hub and Salesforce.
- Individual goals: Short or long-term goals that apply to your work. They can be created by employees, managers, and HR in the Employee Hub and Salesforce.
Creating Goals
Now that you know the kinds of goals in the flair solution, let's begin creating specific goals using the flair HR app.
In Salesforce under the Engagement page, go to the Goals section and click on New Goal. Select the type of goal you want and define its status such as On track.
After, you can assign managers or employees. The goals creation section also allows you to define the time period, the metrics, and the visibility preferences of your goal.
It's important to note that defining a time period is mandatory.
By clicking Next, you can add a title and a description of the goal. Before saving, you'll see a review of all the information you entered.
Key Results and Progress Tracking
For a goal's progress to be calculated and its status to update automatically, you must add Key Results to the goal. Without key results, the system cannot compute progress, and the goal status will remain unchanged (e.g., it may stay as Behind even if work has been done).
Once a goal is live (no longer in Draft status), you cannot modify its configuration. If a goal was published without key results, you will need to create a new goal with the correct key results attached.