New Hires Goal Setting Template

  • Feature-rich & easily adaptable
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
BeginnerIntermediateAdvanced
slide 1
"With the help of this New Hires Goal Setting Template, you can efficiently manage your tasks and improved productivity."

Setting goals for new hires is a crucial step in their onboarding journey. With ClickUp's New Hires Goal Setting Template, you can ensure that your newest team members hit the ground running and start making an impact from day one.

This template allows you to:

  • Clearly define expectations and objectives for each new hire
  • Establish measurable goals that align with the company's mission and values
  • Track progress and provide ongoing feedback to support their growth

Say goodbye to confusion and hello to a seamless onboarding process. Get started with ClickUp's New Hires Goal Setting Template and empower your new hires to thrive!

Benefits of New Hires Goal Setting Template

Setting clear goals and expectations for new hires is crucial for their success and the overall growth of your company. With the New Hires Goal Setting Template, you can:

  • Streamline the onboarding process by providing new employees with a clear roadmap for their first few months
  • Establish measurable objectives that align with your company's larger goals, ensuring everyone is working towards the same vision
  • Set realistic expectations, helping new hires understand what is expected of them and reducing confusion or uncertainty
  • Foster employee engagement and motivation by providing clear goals and a sense of purpose from day one

Main Elements of New Hires Goal Setting Template

ClickUp's New Hires Goal Setting template provides a structured approach to setting and tracking goals for new employees. Here are the main elements of this template:

  • Custom Statuses: Keep track of goal progress with statuses like Complete, Crushing, Off Track, On Hold, On Track, and To Do.
  • Custom Fields: Use 12 different custom fields such as "Do you have the skills required to achieve this?", "Why am I setting this goal right now?", "Amount of Effort Required", "New goal statement", "What do you want to accomplish?", "Realistic deadline", "Measurement", "Who needs to be included?", "Why is this a goal?", "Motivation", "Is it aligned with overall objective?", and "Can you obtain these skills?" to provide detailed information and context for each goal.
  • Custom Views: Access 5 different views including SMART Goals, Goal Effort, SMART Goal Worksheet, Company Goals, and Getting Started Guide to easily manage and review goals based on specific criteria and requirements.
  • Task Management: Utilize ClickUp's task management features such as task assignees, due dates, attachments, and comments to collaborate and stay organized throughout the goal-setting process.

How to Use Goal Setting for New Hires

Setting goals for new hires is crucial for their success and integration into the company. Here are four steps to effectively use the New Hires Goal Setting Template:

1. Understand the role and responsibilities

Before setting goals for new hires, it's essential to have a clear understanding of their role and responsibilities within the company. This will help you determine what specific objectives they should be working towards and align their goals with the overall company strategy.

Use the Board view in ClickUp to create a card for each new hire and document their role and responsibilities.

2. Define SMART goals

SMART goals are specific, measurable, achievable, relevant, and time-bound. When setting goals for new hires, ensure they meet these criteria to provide clarity and focus. SMART goals help new hires understand what is expected of them and provide a clear roadmap for their success.

Use the Goals feature in ClickUp to create specific, measurable, and time-bound goals for each new hire.

3. Collaborate with the new hire

Goal setting should be a collaborative process between the new hire and their manager. Schedule a meeting with the new hire to discuss their goals, understand their strengths and weaknesses, and align their goals with the company's objectives. This collaboration fosters engagement and ownership of the goals.

Use the Calendar view in ClickUp to schedule a meeting with the new hire and easily share the New Hires Goal Setting Template with them.

4. Monitor progress and provide feedback

Once goals are set, it's important to regularly monitor the new hire's progress and provide feedback. This allows for course correction, recognition of achievements, and continuous development. Regular check-ins and feedback sessions help keep the new hire motivated and accountable for their goals.

Use the Dashboards feature in ClickUp to track the progress of each new hire's goals and provide real-time feedback.

By following these steps and utilizing the New Hires Goal Setting Template in ClickUp, you can ensure that new hires have clear goals and a roadmap for success as they integrate into the company.

add new template customization

Get Started with ClickUp’s New Hires Goal Setting Template

HR departments can use the New Hires Goal Setting Template to ensure that new employees are set up for success right from the start.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to set goals for new hires:

  • Use the SMART Goals View to create specific, measurable, achievable, relevant, and time-bound goals for each new employee
  • The Goal Effort View will help you determine the level of effort required for each goal and allocate resources accordingly
  • Utilize the SMART Goal Worksheet View to track progress and update goals as necessary
  • The Company Goals View will give you an overview of how new hires' goals align with the overall objectives of the organization
  • Refer to the Getting Started Guide View for step-by-step instructions on how to effectively implement the goal setting process for new hires
  • Organize goals into six different statuses: Complete, Crushing, Off Track, On Hold, On Track, To Do, to monitor progress and keep new hires accountable
  • Update statuses as new hires make progress to ensure alignment with their goals

Related Templates

Template details