hcm

Goals

PROFESSIONALEstimated read: 6 min· Updated 2026-06-03

Goals

ProfessionalAny employee

/hcm/me/goals is where you set, track, and align your goals. The engine supports a goal tree — child goals roll up into parent goals with weighted progress, so a team objective surfaces automatically when its contributing personal goals progress. An AI assist parses free-text aspirations into the SMART framework (specific / measurable / achievable / relevant / time-bound) before saving.

TL;DR — Open HCM → Me → Goals. Click New goal, type what you want to achieve in plain language; the AI rewrites it into SMART form. Save. Optionally align it as a child to a parent team goal. Check in periodically as you progress.

Before you start

  • Your workspace may have an active goal cycle (quarterly, annual, rolling). The form pre-fills the cycle's start + end.
  • For aligned goals (children of a parent), the parent must exist in the system. Managers create team goals; HR creates workspace goals. Your manager can point you to which parents to align under.

Create a goal

  1. Click "New goal"

    The form opens with a free-text input.

  2. Type your aspiration in plain language

    Example: "Get better at code reviews."

  3. AI rewrites as SMART

    The assist parses your input and proposes a SMART version with explicit measure + deadline. Example: "Complete 10 detailed code reviews on team PRs by end of Q3, with at least 80% rated 'helpful' by the reviewee."

  4. Edit if needed

    You're never locked to the AI suggestion; edit any field.

  5. Set weight

    If the goal is one of several, the weight (0-100) tells the rollup how much it contributes to your total goal score.

  6. Optionally align to a parent

    Pick a parent goal (team or workspace) the goal contributes to. Audit log records HCM_GOAL_ALIGNED.

  7. Save

    Audit log records HCM_GOAL_CREATED.

AI surfaces strip PII

The SMART parser anonymizes any names, emails, account numbers, or dates of birth from your input before the AI prompt runs. The AI never sees raw payroll, customer, or PII data.

Track progress

The progress bar on each goal can update three ways:

FieldWhat it doesAccepted values / default
Manual %Drag the slider on the goal card.Simplest; works for any measure.
Check-in updateEach 1:1 check-in prompts you for a quick progress update.Flows through to the same %.
Auto from child goalsParent goals roll up from weighted child progress.Auto-computed; you can't drag a parent's slider directly.

Goal tree mechanics

The engine builds and rolls up a goal tree across employees + teams + workspace. Pure functions handle:

  • Build — collect goals + their parent links into a tree.
  • Weighted rollup — compute parent progress from children's weights × completion.
  • Alignment scoring — measure how much of a child's work feeds the parent (or vice-versa, where a child supports a parent beyond its own goal).
  • Weight validation — refuses to commit weights that don't match the cycle's policy.
  • Cascade — when a parent is set, propose default children to contributing teams / employees.

Every field, explained

FieldWhat it doesAccepted values / default
TitleWhat the goal is.AI-suggested in SMART form; edit freely.
MeasureHow completion is observed.Specific + measurable. AI suggests; edit.
Due dateWhen you intend to complete it.Defaults to cycle end; pick earlier if appropriate.
WeightContribution to your overall goal score.0-100; total across your goals must satisfy workspace policy.
Parent goalWhat this contributes to.Team or workspace goal you align under.
Progress %How far along you are.Manual / check-in / auto-rollup depending on goal type.

Common gotchas

  • "The AI rewrote my goal too aggressively." Edit any field. The AI is a suggestion engine; you're never locked.
  • "My weights don't add to 100." Workspace policy decides whether the total must equal 100 or just be ≤ 100. The form surfaces the policy as you build the goal.
  • "Parent progress didn't move when I updated my child." Parent rollup runs on a cadence (typically nightly). Wait 24 hours; if it persists, check the alignment is actually saved (the parent's card lists its children).
  • "I want to remove an alignment." Open the goal → Remove alignment. The audit log records the change.

Troubleshooting

Error codeWhat it meansFix
GOAL_WEIGHT_INVALIDWeights don't satisfy workspace policy.Adjust until they do.
GOAL_PARENT_NOT_FOUNDAligned parent doesn't exist.Pick a valid parent.
GOAL_AI_REWRITE_FAILEDAI assist couldn't parse the input.Type a more specific aspiration or write directly.

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