Before using the Goals module, ensure the following steps are completed to maximize its effectiveness:

1. Clearly Define Your Company’s Goal-Setting Process: Make sure the goal-setting process is well understood and aligned with your organizational strategy.
2. Understand Goal Types, Targets, and Calculation Methods: Be familiar with the types of goals, targets, and how they will be calculated within the system.
3. Identify Goal Setters: Ensure individuals responsible for setting goals at different levels—company, department, and employee—are clearly identified.
4. Align Goals Across the Organization: Higher-level and lower-level goals should be precisely defined and aligned with the company’s objectives. Without clear structure and alignment, managers may assign goals directly to employees without alignment to higher-level goals.
5. Set Progress Tracking Frequency: Determine how often progress updates should be tracked and reported (e.g., daily, weekly, or monthly).
6. Agree on Weighting, Standards, and Points:
   • Define a numerical range for assigning Weights to each goal, up to 100, to reflect the goal's importance.
   • Establish user-defined Standards for each target, outlining the levels of achievement, and assign Points based on those standards.

Following these steps ensures effective goal setting, monitoring, and performance evaluation across the organization, helping align employee efforts with broader business objectives.