Skip to content
  • There are no suggestions because the search field is empty.

How do I create a Pro-Goal template?

Walk through the 6-step Pro-Goal template builder.

Purpose

Pro-Goals are reusable through templates. This article walks through the 6-step template creation flow.

When To Use This

Use this when:

  • You're setting up your first Pro-Goal
  • You want to add a new performance target
  • A manager asks how to launch a goal for their team

The 6 Steps

  1. Info — Name, scope, evaluation period
  2. Participants — Who's eligible
  3. Reward — Reward structure with tiers
  4. Confirm — Review
  5. Approve — Approval flow
  6. Manager assignment — Who owns it

Step 1: Info

Go to Settings → Pro-Goal Templates → click + New.

Fill in:

  • Name — What this goal is called
  • Description — Plain-language explanation
  • Scope — Branch / Division / Route / Identity
  • Evaluation period — When it runs (start date, end date or recurring cadence)

Step 2: Participants

Pick who's eligible.

Options:

  • All workers in scope
  • Specific roles
  • Specific individuals

Step 3: Reward

The big one. Configure the reward structure.

Three threshold types per tier:

  • Between — Achievement falls between min and max (e.g. 80-99% gets $X)
  • Greater than or equal — At or above threshold (e.g. ≥100% gets $Y)
  • Less than or equal — At or below threshold (used for "lower is better" metrics like incident rates)

Add multiple tiers for graduated rewards. Workers earn the reward of whatever tier their achievement falls into.

Step 4: Confirm

Review everything.

Check:

  • Scope is right
  • Participants are right
  • Reward tiers make sense
  • Period dates are correct

Step 5: Approve

Once approved, the template is live and Pro-Goal instances start tracking.

Step 6: Manager Assignment

Pick who owns ongoing review and approval.

After Setup

Once the template is approved, Pro-Goal instances generate based on the evaluation period. Each instance tracks progress toward the goal.

At evaluation period end, the manager reviews achievement, applies any disqualifiers / penalties, and approves the payouts.

Common Mistakes & How To Fix Them

  • "My tiers don't add up" Tiers don't have to add up — they're stepwise. A worker hits exactly one tier based on their achievement.

  • "No one is eligible for the goal" Check your scope and participants config. Workers must be in the scope and in the participant set.

  • "The goal is approved but no Pro-Goal instances appear" Wait for the next evaluation period. Pro-Goal instances generate at period boundaries.

  • What's a Pro-Goal vs a ProPay?
  • How do tiered individual rewards work?
  • How do I approve a Pro-Goal?