Goals are the targeted goals you create in the LoopSpire application based on individual, role, or team (their “Scope”). To manage or add an Goals first login to your organization’s LoopSpire application.
Once logged in the “Goals” will be displayed on the Dashboard. To update an employee’s Goal simply type in the amount of their Goal that has been met and select “Update“.
To add or manage Goals look to the menu on the left side of the screen and select “Administration” then select “Manage Goals”, you will be brought to the Manage Goals page where you can see every Goal entered, sorted by Individual, Role, or Team.
To add a new Goal, select the “Add Goal” button at the top of the page. To create an Goal set the goal value, the Units, frequency, a description of the Goal, the scope of the goal (individual, role, or team), and the category or categories it is associated with. Finally select the Add Goal button.
To edit an Goal, select the edit button to the right of the Goal and update the necessary field. You can also update Goals in mass. More on that here.
There is also a way to upload a CSV to create objectives or update their values in bulk.
For additional support contact your account manager.
