Add and manage Goal Cycles

Admins can add the Goal cycle that allows employees to select a predefined Goal period while creating the Goal. 

Note: You can add and manage Goal cycles only when Preset Goal Cycles are enabled.

Learn more in Configure Goals Settings.

Navigate to Settings > Goals > Settings.

Add Goal Cycles

  1. Click ADD CYCLE.Configuration Settings Preset add
  2. Type the Cycle Name, set the Start and End Dates, and click ADD.Configuration Settings Preset add 1

Manage Goal Cycles

You can manage the following actions in Goal cycles:

Edit and delete the Goal Cycle

After adding a Goal cycle, you can edit and delete it.

  • Click the Edit Icon, edit the Goal cycle, and click SAVE.
  • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu and select Delete.
Configuration Settings Preset edit and delete

Note: Once you delete the Goal cycle, you cannot recover it.

Archive Goal Cycle

  • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu and select Archive to hide it from the employees in the Goal Period field during Goal creation.
Configuration Settings Preset archieve

Activate Goal cycle

By default, the Goal cycles are active and visible to the employees in the Goal Period field during Goal creation.

You can activate the Goal cycle if it is archived.

  1. Click the Toggle Button.
  2. Select the Goal cycle you want to activate, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu, and select Active.
Configuration Settings Preset archieve