How do I set up objective categories?

What are Objectives?

An objective is an aim for a user consisting of where the user wants to go in the future and their goals. Normally, they are a statement of purpose such as: "I want to develop my Excel skills". An objective is an excellent way to break a strategy down into a set of achievable targets. With a formal review, a user is able to assign objectives against themselves and mark their progress. These can be discussed with the line manager, who is able to edit these objectives and make comments. Whilst the objectives are made on a user level, as an admin you are able to create categories for objectives that allow for easier reporting. This part of the article is about setting up objective categories.

Creating Objective Categories

Whilst you don't necessarily need objective categories when it comes to creating your reviews, they are incredibly useful for reporting purposes. To create objective categories, go to the admin page and click on Objective Categories under the Reviews heading.

This opens up the objective categories page, where you can find all current categories on the system. Similarly to other parts of Immerse Works, you can edit and delete these categories by clicking on the Actions button next to the category.

To create a new category, click on the Actions button in the top right corner of the screen, followed by Add Objective Category. Add the new objective category title and click on Save. 

Some examples of objective categories can be seen below:

- Revenue and Financial Performance
- Activity Management 
- Client Management
- Business Development
- Project Management
- Supplier Management
- Financial Management

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