# Create a target agreement

In easyreview you create target agreements through a three-step wizard. This article walks you through each step: choose the recipient, set up the target agreement, and save.

## Before you start

Before you can create a target agreement, a [target agreement process](/en/c/target-agreements/create-target-agreement-process) with at least one active [edition](/en/c/target-agreements/what-are-target-agreement-editions) must exist.

## Step-by-step

### Step 1: Choose the recipient

1. Click **Objectives** in the sidebar.
2. Open the process you want (for example "Annual goals").
3. Click the **+ Add objective** button.

 ![Edition overview with the "+ Add objective" button](/attachments/ziele/zielvereinbarung-anlegen/edition-uebersicht.png)

4. The wizard opens on step **01 Choose recipient**. Click the **Recipient** field and select the employee you want to create the target agreement for.

:::info
Type the name, or part of it, to narrow down the list of employees shown.

:::

 ![Recipient selection in the first wizard step](/attachments/ziele/zielvereinbarung-anlegen/empfaenger-auswahl.png)

5. Click **Continue** to move to step 2.

### Step 2: Set up the target agreement

After choosing the recipient you reach the **02 Setup objectives** form. The selected recipient is shown at the top of the form.

 ![The "Setup objectives" form with recipient, title, and description](/attachments/ziele/zielvereinbarung-anlegen/formular-titel-beschreibung.png)

#### Title and description

1. Optionally enter a **title** for the target agreement.

:::info
The title field usually stays empty. If you leave it blank, the recipient's name is shown as the title. A custom title can make sense for special target agreements, such as department- or company-wide ones.

:::

2. Optionally enter a **description**. The rich text editor offers formatting such as bold, italics, headings, lists, and links.

### Set up intermediate goals

Below the description you find the **Intermediate Goals** area. Here you define the individual goals within the target agreement. easyreview adds a default number of intermediate goals automatically, which you can adjust as needed.

 ![Intermediate goal card with all fields](/attachments/ziele/zielvereinbarung-anlegen/zwischenziel-karte.png)

Each intermediate goal offers these fields:

1. **Title** (required): enter a concise label for the intermediate goal.
2. **Description**: optionally add a detailed description via the rich text editor.
3. **Due date**: the date by which the intermediate goal should be reached. By default this is the end date of the edition.
4. **Weighting**: set how much this goal counts toward the overall progress. The percentage on the right shows its relative share of the total.
5. **Quantified Target**: optionally give a number range (from/to) to make progress measurable. See [Quantified intermediate goals](/en/c/target-agreements/quantified-intermediate-goals) for details.

:::info
Depending on the process configuration, an additional **Cascading goal** field may be visible. It controls whether this goal is passed down to employees. See [What are cascaded goals?](/en/c/target-agreements/what-are-cascaded-goals) for details.

:::

#### Add and remove intermediate goals

* To **add a new intermediate goal**, click the **+** icon between two existing goals or at the end of the list.
* To **remove an intermediate goal**, click the red **−** icon in the top right corner of its card.
* To **reorder** intermediate goals, drag the handle icon (six dots) to the left of the title.

 ![Intermediate goals with a plus button to add and a minus button to remove](/attachments/ziele/zielvereinbarung-anlegen/zwischenziele-hinzufuegen-entfernen.png)

:::info
Remove any intermediate goals with empty title fields before you save the target agreement.

:::

### Link cascaded goals

If cascaded goals from higher-level target agreements are available for the edition, the **Cascaded Goals** area appears. Click **Pick cascaded objectives** to link existing goals from other target agreements.

See [What are cascaded goals?](/en/c/target-agreements/what-are-cascaded-goals) for details.

### Settings

In the **Settings** area at the bottom of the form you configure the overarching options of the target agreement.

 ![Target agreement settings with the overall goal date](/attachments/ziele/zielvereinbarung-anlegen/einstellungen.png)

* **Overall Goal to be Achieved By**: the target date for the whole target agreement. By default this is the end date of the edition.

:::info
Before the deadline, easyreview reminds the people involved automatically by email, 7 days ahead by default. You set nothing on the individual target agreement for this: reminders apply per process and are managed by HR in the [Notification Center of the process](/en/c/target-agreements/set-up-reminders).

:::

### Save the target agreement

1. Review everything you entered.
2. Click **Save**.

 ![Save button at the bottom of the form](/attachments/ziele/zielvereinbarung-anlegen/speichern-button.png)

3. After a successful save, easyreview shows a confirmation and takes you straight to the detail view of the new target agreement.

 ![Success message after creating the target agreement](/attachments/ziele/zielvereinbarung-anlegen/erfolgsmeldung.png)

## Related articles

* [Edit a target agreement](/en/c/target-agreements/edit-target-agreement)
* [Copy a target agreement](/en/c/target-agreements/copy-target-agreement)
* [Target agreement visibility](/en/c/target-agreements/target-agreement-visibility)
* [Quantified intermediate goals](/en/c/target-agreements/quantified-intermediate-goals)
* [Weighted intermediate goals](/en/c/target-agreements/weighted-intermediate-goals)