---
title: Automate goal assignment
description: 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.
---

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# Automate goal assignment

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](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en).

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**.

1. Click **Add Workflow** and type the workflow title.
2. 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.*

   4.   Toggle the button to **All** or **Any** to automate the workflow when these conditions are satisfied.

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**.

![Goal Automation1](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation1.jpg?width=688&height=355&name=Goal%20Automation1.jpg)

  6.   [Add new goals](https://help.engagedly.com/automate-goal-assignment#add-new-goals) or [use the template](https://help.engagedly.com/automate-goal-assignment#use-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.

![Goal Automation2](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation2.jpg?width=688&height=355&name=Goal%20Automation2.jpg)

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 ![Write Icon](https://help.engagedly.com/hs-fs/hubfs/Write%20Icon.png?width=25&height=20&name=Write%20Icon.png) Icon** to use a template.

  b.   At the top right, click the **Filter ![Filter-3](https://help.engagedly.com/hs-fs/hubfs/Filter-3.png?width=20&height=20&name=Filter-3.png) 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.

![Goal Automation3](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation3.jpg?width=688&height=355&name=Goal%20Automation3.jpg)

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.

![Goal Automation4](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation4.jpg?width=688&height=355&name=Goal%20Automation4.jpg)

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.](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en#run-workflow)

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