Goals

Goals Navigation Pages

The ‘Goals’ module has four navigation pages.

  1. Dashboard
  2. Goals 
  3. Org Goals &
  4. Import/Export
NavigationPages

Dashboard

In the Dashboard, site administrators will be able to view statistics for their own goals by clicking on My Dashboard, statistics for their team members (if they have any) by clicking on Team Dashboard, and statistics for the entire organization by clicking on Org Dashboard.

MyDashBoardGoals

How To Notify Users Without Goals?

 

As a manager, you can send notification to the team members who do not have any active goals. Just go to team dashboard and click on the statistic that shows ‘People without goals’.

 

Here you can see the list of your team members who do not have any active goals. Select the users that you want to notify to create active goals and select ‘Notify’.

 

The notification can include a customized message by the manager or you can use the default message.

Dashboard-people without goals

As a site administrator, you can notify the users who do not have any active goal through the ‘Org Dashboard’.

 

Select the statistic that shows ‘People Without Goals’ and select the users that you want to notify to create active goals. Select ‘Notify’ and add your customized message to notify the users and send it.

notify members

Goals

The ‘Goals’ page shows you the list of goals and their details based on the filter you’ve selected. There are three filters that you can choose the goals to be displayed from: My Goals, My Team and My Org.

My Goals – Selecting this filter, by default, displays the list of active goals that you can check-in the progress for. The filter icon on the top right corner of the page allows you to filter the list based on the status of the goal (Active or archived).

 

This also allows you to filter the list based on the goals that can be checked-in by you, assigned by you, cascaded by you and based on end date of the goal.

 

Note: You can view the goals as a list or as a grid.

my goals-team-org

My Team – Selecting this filter shows you the list of your team members and the number of their respective goals. You can further click on the number of goals for each user to see the details of their goals.

 

You can see the details of goals like the assigner, progress and end date of the goal. You can view the list either by the goals or by the users.

 

There are certain actions that you can perform on your team members’ goals: You can modify the ownership of the goal, delete the goal or archive it.

 

You can also choose to view the list of your team members in either list view or hierarchy view.

 

The filter icon on the top right corner of the page allows you to filter the list based on the status of the goals (Active or Archived)

Filters

My Org – Selecting this filter shows you the list of members in your organization and the number of their respective goals. You can further click on the number of goals for each user to see the details of their goals.

 

You can see the details of goals like the assigner, progress and end date of the goal. You can view the list either by the goals or by the users.

 

There are certain actions that you can perform on your organization members’ goals: You can modify the ownership of the goal, delete the goal or archive it.

 

You can also choose to view the list of members in either list view or hierarchy view.

 

The filter icon on the top right corner of the page allows you to filter the list based on the status of the goals (Active or Archived)

You can add a new goal from this page by selecting ‘+New Goal’ on the top right end corner of the page. You can export your goals by selecting ‘Export Goals’ beside ‘+New Goal’.

How To Add A New Goal?

Click on ‘+New Goal’ on the top right end corner to create a new goal. Fill in goal details like Goal, goal notes, start date, end date and check-in type.

CreateNewGoal

Once you fill in the details, select who to assign/cascade the goal to. You can either assign it to yourself, assign it to someone else, or cascade it to your team members.

 

You can also choose to attach files with the goal for reference.

Types Of Check-in

There are two types of check-in that you can choose for a goal: Percentage check-in and quantitative check-in.

 

Percentage Check-in – This is the default check-in type for every goal you create. When you choose percentage check-in, you can check in the goal progress in percentage.

 

Quantitative Check-in – Selecting quantitative check-in allows you to set a target quantity to fulfil as a goal. So, when you check-in you add the target quantity fulfilled by you at that point of goal check-in.

 

Note: Quantitative check-in will be reset to percentage check-in automatically if you add key results to the goal or cascade the goal and add contributors to it.

How To Add Contributors To A Goal?

Once you fill in the goal details, choose ‘cascade’ under ‘assign/cascade’.Once you select ‘Cascade’, ‘Add Contributors’ button appears beside it.

 

Click on the button and select the users that you want to add as contributors to the goal. You can also enable weighting by checking ‘Enable weighting’ on the ‘Manage Contributors’ page. Click ‘Done’ once you finish adding contributors.

Cascade

Note: Only percentage check-in will be enabled if you choose to add contributors to the goal.

Org Goals

The ‘Org Goals’ page has the list of ‘Org Goals’ that have been created along with the goal details. This page also shows the list of department goals with goal details like owner, start date, end date and progress.

Org Goals

How To Create An Org Goal?

To create an org goal, click on ‘+Org Goal’ on the top right end corner of the page. Add goal details like Goal name, goal notes, start date, end date, attachment and save it. Your new org goal will be created.

You can also add new department goals through the ‘Org Goals’ page.

How To Create Department Goal?

To create a department goal, click on ‘+Dept Goal’ and add the goal details like goal name, goal notes, start date, end date and attachment. Then select the department and save the goal.

AddDeptGoal

Note: You can create department goals only for the departments that you are an admin for.

How To Align A Department Goal With An Org Goal?

Select a department goal that you want to align with an Org goal and click on it. If the selected goal has already been aligned with an Org goal, you can see it on the right side of the page.

 

If not, select align on the right side of the page and select the ‘Org goal’ that you want to align your department goal with and select ‘Align’.

Aligning_Goal_To_Organization

Import/ Export

In the Import/Export tab of the goals module, you can either export the existing goals in the organization or import new goals for the organization. You can also download the format for importing goals through this page.

ImportExportGoals

You can also view the import history from this page.

Updated for Engagedly release 3.6.0, December 02, 2017