Add and Manage Goals in Ausmed Perform

This article explains how to create, manage, and track goals for staff in Ausmed Perform. Goals are a powerful way to support performance conversations, promote self-development, and build alignment between individuals and organisational outcomes.

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Who it applies to:

• Users with access to Ausmed Perform
• Organisation and team managers are responsible for staff performance

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In this article:

• What are goals in Ausmed Perform?
• How to add a goal
• How staff interact with their goals
• View and report on goals
• Adding Goals in My Tasks

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What are goals in Ausmed Perform?

Goals in Ausmed Perform are specific, trackable outcomes or intentions set for individual staff. They help guide development, performance, and learning by linking activities and CPD to meaningful objectives. Staff can view their goals. Each goal:

• Has a title (entered in plain text)
• Is assigned to one user only
• Includes a due date
• Can be connected to CPD activities via the portfolio
  
  

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How to add a goal

To add a goal from the Goals section in the Manager Portal:

1. Go to Goals in the navigation menu.
2. Click Add Goal.
3. Enter the goal
4. Select the goal owner (you can only select one user at a time).
5. Choose a due date.
6. Click Add Goal to enter the goal into the system.
   
   

You can edit a users goal, or mark a users goal as complete at any time.

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How staff interact with their goals

Staff can access their goals at any time through both the web and mobile versions of Ausmed. Goals appear in their My Goals section, where they can:

• View assigned goals
• Link learning or CPD evidence to a goal from their portfolio

This encourages continuous learning and allows self-reflection to be tied to tangible objectives.

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View and report on goals

Managers can track goals across the organisation or filter by specific attributes:

1. Go to the Goals tab in the manager portal.
2. Use filters such as:
   
   • User

1. • Team

1. • Job role

1. • Location

1. • Manager

1. • Timeframe

This report provides a clear picture of:

• Who has active goals
• Which goals are overdue or complete
• Progress towards strategic or developmental priorities
  
  

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Adding Goals in My Tasks

Goals can also be created during performance check-ins or as part of completing tasks:

1. Go to My Tasks.
2. Select Set a Goal.
3. Enter the goal
4. Select the goal owner (you can only select one user at a time).
5. Choose a due date.
6. Click Add Goal to enter the goal into the system.

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