---
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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2. [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en)
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# Automate goal assignment

Admins use automation to trigger workflows within the organization. These workflows run automatically based on defined conditions. Learn more in [Configure automation workflows](https://help.engagedly.com/configure-automation-workflow?hsLang=en).

Automating goal assignments helps admins streamline training, save time, ensure consistency, reduce manual effort, enhance productivity, and align the organization with strategic objectives.

Admins can add workflows to automatically assign goals to employees.

Admins can assign the “Manage workflows” permission to any employee, allowing them to manage all workflows and view all goals during assignment.

Navigate to **Apps \> Automation**.

1. Click **Add Workflow** at the top right and enter a title.
2. Select a triggerpoint:

- - **Time Based:** Set the period and frequency. You can select daily, weekly, monthly, quarterly, or annual frequency.
    - **User actions:** Select **Added**, **Updated**, or both.

**📒Note:** If you select “Updated”, ensure that you update user profiles so the workflow runs based on the configured conditions.

     3.  In the “Conditions” field, set the condition andselectthe requiredoperator.

Click **+ Add Condition** to include multiple conditions from default or custom employee fields, such as job title, reporting manager, date of hire, department, or business unit.

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.

**⚠️Warning:** If employee fields used in workflow conditions are deleted or archived, the system shows an error when you manually run the workflow or update user profiles. Review the employee field configuration to resolve this issue.

      4.  Use the toggle to choose how conditions apply.

- - **All:** The trigger should satisfy all the specified conditions.
    - **Any:** The trigger should satisfy any of those conditions.

###### **Configure actions**

     5.  Open the “Actions”drop-down and select **Assign Goals**.

![Goal Automation1](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation1.jpg?width=670&height=346&name=Goal%20Automation1.jpg)

     6.  Add new goals or assign available goals from the template. Learn more in 0[Create a goal](https://help.engagedly.com/create-a-goal-2?hsLang=en).

**📒Note:** You can add only individual goals, not top-level goals.

     7.  Click **Save** at the bottom right.

     8.  (Optional) In the “Schedule” field, use the toggle to switch between **Yes** and **No** to assign goals after a specified period from the trigger point, and set the duration.

![Goal Automation4](https://help.engagedly.com/hs-fs/hubfs/Goal%20Automation4.jpg?width=670&height=346&name=Goal%20Automation4.jpg)

Click **+ Add Action** to include more actions.

     9.  Click **Save** at the top right.

Goals are automatically assigned to employees when the configured trigger, conditions, and actions are met.

After adding workflows, view them on the “Workflows” page. You can edit, pause, run, or delete workflows at any time. Learn more in [Configure automation workflows](https://help.engagedly.com/configure-automation-workflow?hsLang=en#manage)[.](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en#run-workflow)

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