Create an Employer Goal

Created by Chris Rowe, Modified on Mon, 7 Sep at 1:01 PM by Chris Rowe

00:00: This tutorial outlines the process for creating an employer goal within the employer

00:04: engagement module.

00:06: eem

00:07: as well as adding and completing next actions.

00:11: once logged in

00:12: To create and manage employer related goals.

00:15: Open the employer engagement module.

00:18: Click add new goal to add a goal for an existing employer in your database.

00:24: Complete the details of the go.

00:26: Select the employer from your database and choose the appropriate contact.

00:30: From the organisation you are collaborating with to achieve the goal.

00:35: Add the next planned action or engagement.

00:37: For example send an email to the employer detailing the t levels we offer.

00:43: Click save to record the goal you have created.

00:45: With the first action that needs to be completed.

00:49: The next action is documented on the timeline as next action date.

00:53: With all relevant details.

00:56: Choose the completed status to indicate that the interaction or goal has been

00:59: finished.

01:01: Once you have completed an action.

01:03: You must now document the details and market is complete.

01:08: Complete the form with the details of the action you took.

01:11: Include any relevant information or files to help your collaborators understand the

01:16: progress of the goal?

01:18: click add

01:19: to record the action.

01:21: Which is now marked as complete.

01:23: You will then be forced to create a new next action.

01:27: Add a next action to inform you in your collaborators about the necessary steps

01:32: ahead.

01:32: You will be able to view the required actions in each step of the goal progression.

01:38: Save the next action details to update the interaction schedule.

01:41: And maintained progress towards the goal.

01:44: Now that you have started the goal.

01:46: You need to update the status of the goal stage.

01:50: click on the word pending

01:53: Now that you have started the goal.

01:55: You need to update the status of the goal stage.

01:58: click on the word pending

02:01: Apply the selected status change to update the record accordingly.

02:06: This tutorial guides you through creating and managing employer engagement goals,

02:10: including setting targets, scheduling actions,

02:13: updating statuses,

02:14: and composing outreach emails within the Navigate application.

02:18: Following these steps ensures effective communication and tracking of employer-related

02:22: objectives.

Go to login.navigate.uk.com

1. Access Employer Engagement module

Once logged in, to create and manage employer-related goals, open the employer engagement module.

Access Employer Engagement module

2. Add New Employer Goal

Click add new goal to add a goal for an existing employer in your database.

Add New Employer Goal

3. Add the Goal Details

Complete the details of the goal.

Add the Goal Details

4. Select Employer

Select the employer from your database and choose the appropriate contact from the organisation you are collaborating with to achieve the goal.

Select Employer

5. Add the Next Action

Add the next planned action or engagement. For example send an email to the employer detailing the t levels we offer.

Add the Next Action

6. Save Employer Goal

Click save to record the goal you have created, with the first action that needs to be completed.

Save Employer Goal

7. Action recorded

The next action is documented on the timeline as next action date with all relevant details.

Action recorded

8. Choose Completed Status

Choose the completed status to indicate that the interaction or goal has been finished.

Choose Completed Status

9. Completing an Action

Once you have completed an action, you must now document the details and mark it is complete.

Completing an Action

10. Add the details

Complete the form with the details of the action you took. Include any relevant information or files to help your collaborators understand the progress of the goal.

Add the details

11. Click Add

Click add to record the action, which is now marked as complete. You will then be forced to create a new next action.

Click Add

12. Add a 'Next Action'

Add a next action to inform you in your collaborators about the necessary steps ahead. You will be able to view the required actions in each step of the goal progression.

Add a 'Next Action'

13. Save Next Action

Save the next action details to update the interaction schedule and maintain progress towards the goal.

Save Next Action

14. Change Goal stage status

Now that you have started the goal, you need to update the status of the goal stage. Click on the word pending.

Change Goal stage status

15. Complete form

Change the status to 'Started'.

Complete form

16. Apply Status Change

Apply the selected status change to update the record accordingly.

Apply Status Change

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