Setting Up FY27 Goals in HiBob

Learn how to navigate HiBob to create, measure, and align your individual performance goals for the FY27 cycle.

August 5, 2026 By Simon Hoyle

This guide walks you through creating and aligning your FY27 performance goals in HiBob. By completing this process, you will define measurable objectives, outline structured key results, and align your individual work to company-wide strategic initiatives.

This process applies to all employees setting individual performance goals for the new fiscal year. Use this guide during the annual goal-setting period to structure, input, and align your deliverables in the system.

Navigate to Your Goals

There are two primary ways to access your goals dashboard in HiBob.

Option 1: From your profile

Click your profile icon in the top right corner.

Step #2: Select My goals. — Select **My goals**.

Option 2: From the app switcher

Step #3: Click the app switcher icon in the top left corner. — Click the app switcher icon in the top left corner.

Step #4: Select Bob to view your available products. — Select **Bob** to view your available products.

Step #5: Expand the navigation menu. — Expand the navigation menu.

Step #6: Select Talent. — Select **Talent**.

Step #7: Click My goals. — Click **My goals**.

Create a New Goal

Ensure the cycle filter is set to the FY27 goal cycle before proceeding.

Step #8: Click Create Goal. — Click **Create Goal**.

Step #9: Enter your goal title using the 4DX methodology, framing it as a measurable objective (e.g., from X to Y by when). — Enter your goal title using the 4DX methodology, framing it as a measurable objective (e.g., from X to Y by when).

Ensure you write your goal in a quantifiable, measurable way. If you need inspiration, reference the Goal Options Framework provided by the SLT or the LinkedIn Learning collection on goal setting.

Step #10: Include quantifiable metrics and timeframes directly in the title. — Include quantifiable metrics and timeframes directly in the title.

Step #11: Leave the description blank if your title fully encapsulates the required format. — Leave the description blank if your title fully encapsulates the required format.

By default, the timeframe is 12 months, and the goal type is Individual. Leave the visibility set to Private so it is only visible to your direct reporting hierarchy.

Add Key Results

Key results are the specific deliverables that contribute to accomplishing your overall goal.

Step #12: Click + Create under the Key results section. — Click **+ Create** under the Key results section.

Step #13: Enter the title of your key result. — Enter the title of your key result.

Step #14: Detail the specific activity or metric you plan to achieve. — Detail the specific activity or metric you plan to achieve.

Step #15: Click the date picker to set your due date. — Click the date picker to set your due date.

Step #16: Navigate the calendar to choose the correct month and year. — Navigate the calendar to choose the correct month and year.

Step #17: Confirm your selected due date. — Confirm your selected due date.

Step #18: Select a measurement unit from the dropdown menu. — Select a measurement unit from the dropdown menu.

You can measure your key results using one of four options:

Measurement Type	Description
Percentage	Tracks progress out of 100%. (Recommended for FY27)
Numeric	Tracks a specific raw number target.
Currency	Tracks a specific financial or monetary outcome.
Complete/Incomplete	A simple binary toggle for task execution.

For FY27, it is highly recommended to use Percentage for all key results. Set your target to 100. This means accomplishing your targeted outcome equals 100% completion of the key result.

Step #19: Click Add to save your key result. — Click **Add** to save your key result.

Align Your Goal

All individual goals should align with one of the three strategic goals designated for your organizational segment.

Step #20: Scroll to the Alignment section. — Scroll to the Alignment section.

Step #21: Click the alignment dropdown menu. — Click the alignment dropdown menu.

Step #22: Select the Current year to filter the company goals. — Select the **Current year** to filter the company goals.

Step #23: Choose the specific segment goal that aligns with your objective. — Choose the specific segment goal that aligns with your objective.

Step #24: Click Save to finalize and create your goal. — Click **Save** to finalize and create your goal.

Q: What visibility setting should I use for my individual goals?

A: We recommend leaving your goals set to "Private." This ensures they are only visible to your direct reporting hierarchy and system admins, rather than the entire organization.

Q: How should I format my goal titles?

A: Use the 4DX methodology to write quantifiable goals in the format of "from X to Y by when." The title itself should clearly state the measurable outcome or impact.

Q: Which measurement unit should I select for my key results?

A: It is highly recommended to use the "Percentage" measurement unit for all key results. Set your target to 100%, meaning that accomplishing your specific metric (even if it's numeric or financial) equals 100% completion of the result.

Q: How do I know which company goal to align my individual goal to?

A: Each organizational segment has three general strategic goals loaded in the system. Discuss with your manager to determine which segment goal makes the most logical sense for your deliverables.

Term	Definition
4DX Methodology	A framework for setting goals focusing on measurable outcomes, often formatted as moving a metric from X to Y by when.
Key Results	The specific, quantifiable bodies of work or activities required to deliver an overall goal.
Goal Options Framework	An internal document providing industry-standard goal examples based on employee level and organizational objectives.
SLT	Senior Leadership Team, the executive group responsible for organizational strategy and goal setting.