vimiGoal

Set measurable targets for your team, track progress together, and pay out rewards automatically when people hit them.

What is it?

vimiGoal is where a boss, HR lead, or manager turns a KPI into a live scorecard that pays out on its own. You build a goal with one or more items (for example "Sales Revenue" and "Calls Made"), give each item a weight, decide how often the goal resets (monthly is the most common), and attach rewards - cash into vimiBank, Diamonds, or simple acknowledgement messages.

Once you assign employees and publish, each person sees their own goal card, updates their numbers as the month runs, and watches their completion rate climb. At the end of the period the system closes the goal and credits the reward to everyone who cleared the threshold - no spreadsheet, no manual payout.

Use vimiGoal when you want repeatable, trackable performance targets across a team, department, or the whole company. For one-off dares with a fixed deadline, use vimiChallenge instead. For sales-specific commission tiers tied to an individual's RM total, pair it with vimiSales.

Quick Start

If you have never set up a goal before, do these five things in order.

1. Click "Performance" in the top navbar, then "vimiGoal 2.0 Settings".
2. Click "Create New vimiGoal" (top-left, with a "+" icon).
3. Name the goal, set "Period" to "Monthly", and pick a "Start Date".
4. Add at least one item in the items table - give it a name and "Points" (weight).
5. Scroll to "Give Some Rewards!", add one reward tier, pick who it applies to in "Employees Assigned", then click "Publish".

After this, every assigned employee will see an "Active" goal card in their app and can start submitting progress.

For Admins (Employer / HR / Manager)

How to create a goal from scratch

1. Go to "Performance" → "vimiGoal 2.0 Settings". The page title reads "vimiGoal 2.0 Settings".
2. Click "Create New vimiGoal". A side-panel modal opens.
3. Type the goal name at the top - e.g. April Sales Contest.
4. Fill in:
   • "Period" - how often the goal resets. Most teams use "Monthly".
   • "Start Date" - when the first cycle begins.
   • "End Date" - auto-fills for standard periods. For "Custom", you set this yourself.
   • "Repetition" - how many cycles to run (e.g. 3 runs the same goal for three months in a row).
5. In the items table, fill one row per metric. The "vimiGoal" column is the metric name; "Points" is its weight. A new blank row appears as you type.
6. Scroll to "Give Some Rewards!". For each tier, pick a "Reward Type", enter the reward name or amount in "Rewards", and set the "Completion Rate Required (%)".
7. Scroll to "Employees Assigned" and select the staff to assign.
8. Click "Publish" to make it live, or "Save as Draft" to keep working on it later.

Tip: Weighting matters. If "Sales Revenue" is 70 points and "Calls Made" is 30, someone who skips calls but crushes revenue can still hit 70%. Adjust the split to reflect what you actually want people to chase.

How to set up tiered rewards

Multiple reward tiers let you reward every effort level, not just the top performers. Tiers stack - an employee earns every tier they qualify for.

1. Open your goal in the modal.
2. In the "Give Some Rewards!" section, add one row per tier. Use the "+" on the rewards table.
3. For each row, pick the "Reward Type", fill in the amount under "Rewards", and set "Completion Rate Required (%)".
4. Click "Publish" when done.

Example tiers for a Sales goal:

  Diamond     50     60%
  vimiBank    RM 200  80%
  vimiBank    RM 500  100%

Ahmad finishes at 82% → earns 50 Diamonds + RM 200 (total RM 200 + 50 Diamonds).
Aisha finishes at 100% → earns 50 Diamonds + RM 200 + RM 500 (total RM 700 + 50 Diamonds).

How to save and reuse a template

If you run the same goal every month, save it as a template so you only set it up once.

1. Build the goal as normal (items + rewards).
2. Before publishing, scroll down and click "Save As Template".
3. In the "Create vimiGoal Template" dialog, type a template name (e.g. Standard Monthly Sales KPIs).
4. Click "Save and Return to Configure vimiGoal" to stay on the current goal, or "Save and View Templates" to jump to the template list.

Next month:

1. Click "Create New vimiGoal".
2. In the modal header bar, click "Apply Template".
3. Pick your template from the dropdown. Items and reward tiers preview below.
4. Click "Apply Template". A warning appears - "Applying templates will overwrite all current commission settings." - click "Apply Template" to confirm.
5. Update "Start Date" and "Repetition", assign employees, click "Publish".

How to approve employee submissions

If your company requires manager approval, employee numbers sit in "Pending" until someone signs off.

1. From "vimiGoal 2.0 Settings", click "Approve vimiGoal".
2. The table lists every submission with columns "vimiGoal Set", "Goal", "Period", "Points", "Complete", "Remarks", "Status", "Action".
3. Use the status tabs ("All", "Completed", "Incomplete", "Approved", "Rejected", "Pending") to filter.
4. Click "Mark Approve" or "Mark Reject" in the "Action" column for a single row.

To approve many rows at once:

1. Click "Bulk Update" (top-left of the page).
2. Check the checkboxes next to each record you want.
3. Click "confirm" - the "Bulk Update vimiGoal" modal opens.
4. Pick "Mark Approve" or "Mark Reject" to apply it to everyone selected.

Warning: Until a submission is approved, it does not count toward the completion rate. If you leave a backlog sitting in "Pending", employees will think their progress isn't updating.

How to bulk update progress via Excel

When you have 50+ employees to update, manual entry wastes hours.

1. On the "Approve vimiGoal" page, click "Bulk Update via Excel".
2. The "Bulk Update vimiGoal via Excel" modal opens. Pick the department, the "Period", and the date.
3. Click "Click here for vimiGoal template" to download the Excel file. It comes pre-filled with the current filter's employees.
4. Fill in the values, save as .xlsx, then upload it back in the same modal.
5. Click "Submit".

Warning: Do not reorder or rename the sheets inside the Excel file. The upload will fail silently.

How to set up per-department goals

If different departments need different reward amounts for the same metric, create one goal per department instead of a single company-wide goal.

1. Click "Create New vimiGoal". Name it Sales Dept - Q3 Performance.
2. In "Employees Assigned", use the department filter to pick only Sales staff. Set the reward (e.g. vimiBank RM 500 at 100%).
3. Click "Publish".
4. Repeat for Support: name Support Dept - Q3 Performance, assign only Support staff, set a different reward (e.g. vimiBank RM 300 at 100%).

Save the shared structure as a template so you don't retype the items.

For Employees

How to view your active goals

1. Log in and click "Performance" → "vimiGoal 2.0 Settings" (or "vimiGoal") in the top navbar.
2. You see a card for every goal you are assigned to. Each card shows the name, "Start Date", "Period", "End Date", and status ("Active", "Draft", or "Closed").
3. Click "View" (or "Edit" if you have editor rights) to see the item list and reward tiers in the "Give Some Rewards!" section.

If you don't see a goal that was supposedly assigned to you, check that it is "Active" (not "Draft") and that its period hasn't already closed.

How to submit your progress

1. Go to "Approve vimiGoal" (your manager usually opens this for you).
2. For each item row - e.g. "Sales Revenue", "Calls Made" - type your actual number in the "Points" field.
3. Tick the checkbox in the "Complete" column when an item is done.
4. To add a note or attach evidence, click the remark icon in the "Remarks" column. You can type a note and upload a file.

If your company uses automatic approval, the number counts immediately and your completion rate updates. If manual approval is on, the number sits in "Pending" until a manager clicks "Mark Approve".

You can update your numbers as many times as you like during the period - each new submission overrides the last.

How to check your reward tiers

1. Click "View" on any goal card.
2. Scroll to "Give Some Rewards!".
3. The table shows each tier's "Reward Type", "Rewards" amount, and "Completion Rate Required (%)".
4. Compare your current completion rate (shown in the "Progress" column on the goal list) against those thresholds.

When the goal closes, you will receive a push notification for each tier you earned, and the cash or Diamonds will appear in your vimiBank or Diamond wallet within a few days.

Settings & Configuration

Setting	What it does	Default	Where
"Period"	How often the goal resets: Daily, Weekly, Monthly, Quarterly, Biannual, Triannual, Yearly, or Custom	Monthly	Goal modal
"Start Date" / "End Date"	When the cycle runs. End date is auto-calculated except for "Custom"	-	Goal modal
"Repetition"	How many cycles to run before the goal expires	1	Goal modal
"Start of Week"	Day the weekly cycle resets (only visible when Period = Weekly)	Sunday	Goal modal
"Apply Holidays & Off days"	Skip weekends and public holidays in daily counts	Off	Goal modal (checkbox)
"Manual Closing"	Admin manually closes each cycle instead of auto-close at midnight	Off	Goal modal (checkbox)
"Reward Type"	Text (acknowledgement), vimiBank (cash), Diamond (points), or EWF (welfare fund - coming soon)	Text	Rewards table
"Completion Rate Required (%)"	The minimum percentage an employee must reach to earn that tier	-	Rewards table
"Points"	Weight per item - higher points means that item counts more toward the total	-	Items table
Allow Multiple Goals	When off, the same employee can't be in two overlapping goals	Off	Company module settings
AI Goal Generator	Lets the AI suggest goal structures	Off	Company module settings
"Save As Template" / "Apply Template"	Save a reusable goal skeleton, or pre-fill a new goal from one	-	Goal modal
"Add Editor" / "Add Approver" / "Add Watchers"	Per-goal access control for specific users	Empty	User-icon buttons in modal header

How the completion rate is calculated

Each item has a points weight. Your completion rate is the weighted average of how well you did on each item.

Goal with two items:
  Sales Revenue - Points 70 - Ahmad hit RM 14,000 / RM 20,000 = 70%
  New Leads     - Points 30 - Ahmad hit 9 / 10 = 90%

Weighted rate = (70% × 70) + (90% × 30) = 49 + 27 = 76%
Ahmad's final completion rate: 76%

How reward tiers work

When the period closes, the system compares your final rate against each tier. You earn every tier where your rate is at or above the threshold. Tiers stack.

Tiers:
  Tier 1 - 50 Diamonds at 60%
  Tier 2 - RM 300 vimiBank at 80%
  Tier 3 - RM 500 vimiBank at 100%

Aisha finishes at 85%:
  Tier 1 (60%) earned - 50 Diamonds
  Tier 2 (80%) earned - RM 300
  Tier 3 (100%) not earned

Aisha receives: 50 Diamonds + RM 300.

FAQ

Q: My employee was assigned to a goal but says they can't see it.

A: Open the goal and confirm the goal card shows "Active" (not "Draft"). Then open the modal and verify the employee appears in "Employees Assigned". If your company uses per-goal access (SRA), check that the employee's role is allowed to see it.

Q: An employee submitted numbers but their completion rate hasn't moved.

A: Manual approval is probably on. Go to "Approve vimiGoal", find their row, and click "Mark Approve". The rate updates as soon as the submission is approved.

Q: Someone hit 80% but didn't get the 80% reward.

A: Check two things. First, the "Completion Rate Required (%)" - if it is set to exactly 80, the employee needs 80% or above (anything like 79.5% doesn't count). Second, the goal's interval actually has to have closed; rewards are only distributed at close, not mid-period.

Q: A reward is showing as "Pending" and hasn't paid out.

A: Payout processing runs automatically after interval close. If it's been more than a couple of days, ask your admin to trigger a reprocessing.

Q: A goal still shows "Active" even though its end date has passed.

A: Closings run overnight. If the goal is still "Active" the day after cut-off, ask your admin to close it manually from the goal card.

Q: Can I run the same goal every month without recreating it?

A: Yes. Click "Save As Template" in the goal modal before publishing. Next month, click "Create New vimiGoal" → "Apply Template" → pick your template. Items and tiers pre-fill - just update the dates.

Q: Our employees need to be in two goals at once but the system blocks it.

A: Your company has "Allow Multiple Goals" turned off by default. Ask your account admin to enable it in company module settings.

Q: What's the difference between "Save" and "Publish"?

A: "Save" (or "Save as Draft") keeps the goal hidden from employees - the card shows "Draft". "Publish" makes it live and the card flips to "Active".

Q: Public holidays are throwing off my daily targets.

A: When creating a daily goal, tick "Apply Holidays & Off days" in the modal. This tells the system to skip weekends and holidays, but only works if your company's holiday calendar is kept current.

Q: Can I share a goal with someone outside the company?

A: Yes. On the goal card, click the share icon. It generates a read-only public link that anyone can open without logging in.

Q: What's the "Manual Closing" checkbox?

A: It lets you hold a goal open past its end date so you can verify submissions before closing. With this off (the default), the system closes the goal at midnight on the end date automatically.

Related Guides

• vimiSales - individual commission tracking; pairs with vimiGoal when you want both KPI achievement and RM-based sales tiers.
• vimiTeam - link goals to a team so group payouts depend on every member hitting their goal rate.
• vimiChallenge - use for one-off dares with a fixed deadline; vimiGoal is the right fit for recurring KPIs.
• vimireview - customer review scores can feed vimiClass performance, which some companies use alongside vimiGoal completion.
• Diamond - Reward staff for hitting goals.
• vimiBank - Commission payout when goals drive sales.
• vimiClass - Goal score feeds the overall performance grade.