Admins can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions they set. Learn more in Add and manage automation workflow.
Automating workflow for goal assignment enables admins to streamline the process, ensure consistency, reduce manual effort, enhance productivity, and align the organization with strategic objectives.
You can add workflows for assigning goals automatically to the employees of your organization.
Navigate to Settings > Automation.
- Click Add Workflow and type the workflow title.
- Select a trigger point to trigger the automation.
The following trigger types are available:
- If you select Time Based, set the period and frequency. You can set frequencies to daily, weekly, monthly, quarterly, or annually.
- If you select the User actions, select a trigger point Added, Updated, or both.
Note: If you select the trigger point as Updated, ensure that you update the user profiles, allowing the workflow to run according to the set conditions.
3. In the Conditions field, set the condition and select the operator as required for which the automation should trigger.
Click + Add Condition to add multiple conditions as required.
You can select multiple conditions, including default and custom employee fields, such as job title, reporting manager, date of hire, departments, and business units as required.
Note: After adding a workflow, if certain employee fields associated with a workflow condition are deleted or archived, you will receive an error message when manually running the workflow and adding or updating the users' profiles, directing you to check the configurations of the employee fields.
When you select
- All: The trigger should satisfy all the specified conditions.
- Any: The trigger should satisfy any of those conditions.
5. In the Actions field, click the drop-down and select Assign goals.
6. Add new goals or use the template to add them as required.
Note: You can add only individual goals, not top-level goals.
You can add multiple goals in a workflow and multiple key results for a goal.
Add new goals
If you add new goals in a workflow, perform the following actions:
a. Type the goal title, click the Percentage Icon, and select the measurement type.
b. Add a key result and select the measurement type.
c. In the Goal Duration drop-down, select the period at the top right.
d. Click Additional Details and select the audience in the Visibility field to share your goal with the desired employees.
Note: Assignee’s manager and those higher in the hierarchy can view this goal.
e. In the Notify Assignee drop-down, select the period for notifying the assignee and click Save at the bottom right.
Click + Add More to add multiple goals.
While adding a goal and key results, you can edit and delete them if required.
Use the template to add goals
If you use a template to add goals in a workflow, perform the following actions:
a. At the top, click the Write 
Icon to use a template.
b. At the top right, click the Filter 
Icon and select the department based on which the templates are available.
c. Click + Add to select a template and click Save at the bottom right.
You can add multiple templates in a workflow.
Click Manage Goals to edit or delete the added goals if required.
7. In the Schedule field, toggle the button to Yes to assign goals after the specified period of the trigger point, which is optional, and set the period.
Click + Add Action to add multiple actions as required.
8. Click Save at the top right.
The workflow automatically assigns goals to employees based on the specified trigger points, conditions, and actions that you have set.
After adding the workflows, you can view them in Workflows. You can edit, pause, run, and delete them as required. Learn more in Add and manage automation workflow.