How do I add or upload the goal plan for all employees in the organization?

  • Log into your Quikchex account and go to Performance >> Performance Dashboard. Select the correct performance cycle from the cycle switcher on the top
  • Scroll down below the pie charts to the Activity section. Here click on the goal period on the left for which you wish to create goal plans on behalf of your employees
  • Click on the View Goals button. You will be taken to the Employee Goal Approvals listing page. Here you will get the list of employees who have submitted their goal plans for approval.
  • For goal plan creation go to Actions >> Add Goal Plan. Here you need to select the employee from the list for whom you wish to create the goal plan.
  • You will be taken to the My SMART Goals tab of the employee's performance profile
  • Click on "+ Create SMART Goal". SMART stands for Specific, Measurable, Achievable, Realistic, and Timely. As a best practice, it is suggested that you describe your goals keeping these parameters in mind. 
  • You will be prompted to enter the SMART Goal Name, Goal Metric Label, Weightage, Status, Start Date & End Date. For users acquainted with our old PMS module, SMART Goal Name and Goal Metric Label are similar to KRA & KPI respectively.
  • Next, you may have to enter the Goal Category, Target, Achieved, and other custom fields too. The Quikchex Performance Module implementation for your Organization may differ from the features are described here. Also, the screenshots shown here may also differ from what you see in your portal. Please reach out to your HR Team for any specific queries
  • Once you are done adding the goal plan you can save the goal plan by clicking the Save button. Then you can click on the Submit for Approval button to send the goal plan for approval. As you are an admin, the goal plan will get auto-approved on submission.
  • The sum of weightages of all goals must be equal to 100%.
  • To upload the goal plan in bulk go back to the Actions dropdown on the Employee Goal Approvals listing page. There you will see the Bulk Upload Goal Plan option. Download the excel file, add the date as required, and then upload the file.

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