Help your team grow with clear goals
Performance management is the ongoing process of setting expectations, tracking progress, and supporting employees to do their best work. It is not just about annual reviews. Effective performance management happens throughout the year, with regular check-ins and clear goals that align with your business objectives.
When employees know what is expected of them and can see their progress, they stay motivated and engaged. For business owners, performance management provides visibility into how the team is contributing to company goals.
Why Performance Management Matters
A structured approach to performance benefits both employees and the business:
- Clarity gives employees a clear understanding of what success looks like in their role.
- Motivation increases when people can see their progress and achievements.
- Accountability ensures everyone knows their responsibilities and commitments.
- Development identifies areas where employees can grow and improve.
- Fair Compensation ties salary increases and promotions to measurable achievements.
Types of Goals
Different types of goals serve different purposes. In Officaid, you can categorize goals to track various aspects of employee performance:
- Performance Goals focus on measurable outcomes like sales targets, production numbers, or customer satisfaction scores.
- Project Goals track completion of specific initiatives or deliverables with defined deadlines.
- Financial Goals relate to revenue, cost savings, or budget management.
- Behavior Goals address soft skills like communication, teamwork, or leadership development.
- Other Goals cover anything that does not fit the above categories.
Setting Effective Goals
Good goals share common characteristics. They should be:
- Specific with clear descriptions of what needs to be achieved.
- Measurable so progress can be tracked objectively.
- Achievable while still challenging the employee to grow.
- Relevant to the employee's role and the company's objectives.
- Time-bound with deadlines or target dates for completion.
How Officaid Tracks Performance
Officaid includes a Goals and KPIs section in every employee's profile. From here, you can:
- Add Goals with a name, type, target, due date, and description.
- Track Progress by updating the completion percentage as work progresses.
- View Status to see which goals are active, completed, or overdue.
- Update Goals to adjust targets or timelines as circumstances change.
- Remove Goals that are no longer relevant.
Having goals directly in the employee profile keeps everything connected. During salary reviews or promotion discussions, you can reference actual achievements rather than relying on memory.
Connecting Performance to Compensation
Performance management and payroll naturally connect. When an employee meets their goals and earns a raise or promotion, Officaid's Salary Progress feature lets you record the change. This creates a clear history showing how performance led to compensation increases over time.
This connection helps you make fair, data-driven decisions about pay and supports transparency with your team.
Frequently Asked Questions
Review goals at least quarterly to ensure they remain relevant and to update progress. For fast-moving projects, monthly or even weekly updates may be appropriate.
Goal visibility depends on your company's setup. Employees can view their own goals through the Me module, which provides a personal dashboard of their information.
Goals are specific targets to achieve, while KPIs (Key Performance Indicators) are ongoing metrics that measure performance. In Officaid, both can be tracked in the Goals and KPIs section using different goal types.
Setting goals for every employee is good practice, but the type and number of goals may vary by role. Senior employees might have strategic goals, while others focus on operational targets.
What's Next?
Start tracking performance for your team with these guides:
- Tracking Goals and KPIs shows you how to add and manage employee goals in Officaid.
- Tracking Salary Progress explains how to record promotions and salary changes.
- Viewing Employee Details gives you an overview of everything in an employee's profile.