---
title: Configure goals settings
description: Admins have access to Configure Goals Settings and can manage the following features:
---

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

Admins can configure goal settings to align with the organization's requirements.

- [Settings](https://help.engagedly.com/configure-goals-settings#settings)
- [Unit types](https://help.engagedly.com/configure-goals-settings#unit)
- [Goal categories](https://help.engagedly.com/configure-goals-settings#categories)
- [SFTP import](https://help.engagedly.com/configure-goals-settings#sftp-import)
- [Org library](https://help.engagedly.com/configure-goals-settings#org-library)

### **Settings**

The settings allow you to customize the following features for employees:

- [Goal visibility](https://help.engagedly.com/configure-goals-settings#goal-visibility)
- [Goal status](https://help.engagedly.com/configure-goals-settings#goal-status)
- [Enable top-level goals](https://help.engagedly.com/configure-goals-settings#top-level)
- [Enable alignment](https://help.engagedly.com/configure-goals-settings#alignment)
- [Allow all employees to view the goal directory](https://help.engagedly.com/configure-goals-settings#goal-directory)
- [Enable reward points for goals](https://help.engagedly.com/configure-goals-settings#reward-points)
- [Enable preset goal cycles](https://help.engagedly.com/configure-goals-settings#goal-cycle)
- [Allow a combination of key results and goals under a parent goal](https://help.engagedly.com/configure-goals-settings#combination)

Navigate to **Settings \> Goals \> Settings**.

**Goal visibility:** By default, an employee’s goals are visible to their reporting hierarchy (manager, secondary manager, and skip-level manager). You can modify this as follows:

Click the drop-down and select one of the following options for goal visibility:

- - **Everyone:** Goals are visible to all employees.
    - **Departments:** Goals are visible only to the employee’s department.
    - **Business Units:** Goals are visible only to the employee’s business unit.
    - **None:** Goals are visible only to the reporting hierarchy.
- Additionally, you can select **Enable users to edit the goal visibility**, allowing employees to customize the visibility of their goals, regardless of the default setting.

***Note:** If employees are permitted to manage their goal visibility, their preferences override the admin settings.*

**Enable goal status:** Allows employees to track the goal progress based on the following statuses: Not Started, On Track, Behind, At Risk, and Achieved.

- **Enable automatic goal status change:** The system automatically updates the goal status based on progress. When enabled, manual status change is not allowed. Learn more in [Enable goal status](https://help.engagedly.com/automatic-goal-status-updates?hsLang=en).

**Enable top-level goals:** Allows you to create goals at the business unit, department, and organization levels. Learn more in [Create a top-level goal](https://help.engagedly.com/create-a-top-level-goal?hsLang=en).

***Note:*** *By default, admins can create all types of top-level goals, including individual, department, business unit, and organization goals.*

- *Department admins can create individual and department goals.*

- *Business unit admins can create individual and business unit goals.*

- *Employees with the required permissions can also create top-level goals.*

**Enable alignment:** Allows employees to align their individual goals with top-level goals in the organization.

**Allow all employees to view the goal directory:** Allows employees to view goals of the organization, including the top-level goals.

**Enable reward points for goals:** Allows you to award points to employees after the end date of a goal.

- **Prerequisites:** You can access the reward points feature if you have an active subscription to Engagedly’s Rewards module.

You can define reward criteria and add multiple rules to it.

- - Click **Manage reward points**.
    - Click **ADD RULE**, enter the goal progress as a percentage and the corresponding points, and then click **SAVE**.
    - Hover over the rule and click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to modify it or the **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png) Icon** to remove it.

**Enable preset goal cycles:** Allows employees to select a predefined goal cycle when creating a goal. When enabled, you can add and manage goal cycles for your organization. Learn more in [Add and manage goal cycle](https://help.engagedly.com/add-and-manage-goal-cycles?hsLang=en).

- **Enable custom goal cycles:** Allows employees to create customized goal cycles when creating goals.

**Allow a combination of key results and goals under a parent goal:** Allows employees to convert existing key results into goals.

Converting a key result into a goal allows a combination of a goal and key results to align with the parent goal as a contributor or an aligned goal.

After making the necessary changes to the settings, click **SAVE** at the top right.

### **Unit types**

The goal unit types allow employees to measure goal progress in quantity and set target values to achieve it. They provide a structured way to define and track progress, ensuring clear and consistent goal tracking.

Navigate to **Settings \> Goals \> Unit Types**.

1. Click **ADD UNIT TYPE** at the top right.
2. Click the drop-down, select an icon, type the unit type, and then click **ADD**.

When a unit type is added, the status is active by default. You can change the status if required.  
Click the drop-down on the right side of a unit type and select **Inactive**.

***Note:*** *The inactive goal unit type is not visible to employees during goal creation.*

### **Goal categories**

The goal categories help to enhance the searchability and organization of goals. By categorizing goals, you can easily filter and find specific goals based on their type, making it more efficient to manage and track progress.

Navigate to **Settings \> Goals \> Goal Categories**.

1. Toggle the **Goal categories** button to enable it*.*
2. Click **NEW CATEGORY** at the top right.
3. Type the title and click **ADD**.

After adding a category, you can edit or delete it if required.

 Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** on the right side of a category and select **Edit** or **Delete** as required.

### **SFTP import**

Integrating SFTP with Engagedly allows you to automatically import goals from your HRIS or database system into the Engagedly platform. This integration streamlines administrative workflows, improves efficiency, and reduces the need for manual data entry by ensuring accurate and timely goal data transfer across systems.

Toggle the button to enable the SFTP connection.

For setup instructions, learn more in [Integrate SFTP with Engagedly](https://help.engagedly.com/integrate-sftp-with-engagedly?hsLang=en).

If you prefer to manually import goals, learn more in [Import goals](https://help.engagedly.com/import-goals?hsLang=en) for step-by-step guidance.

### **Org library**

You can create custom templates based on the specific requirements of your organization or choose from pre-built templates in the Engagedly library. The pre-built templates are curated by industry experts and follow proven goal-setting frameworks like SMART goals or OKRs, making it easier to set clear and effective goals while saving time and ensuring alignment with industry standards.

Navigate to **Settings \> Goals \> Org Library**.

1. Click **ADD** at the top right.

| **Task** | **Steps** |
| --- | --- |
| Create a new template | 2. Select **Create new template**. 3\. Add a title, click the drop-down, and select a measurement type. 4\. Click the drop-down and select the goal categories. 5\. Type the key result, click the drop-down next to it, and select a measurement type. You can add multiple key results or delete them if required. 6\. Click **Submit**. |
| Add from the Engagedly library | 2. Select **Add from engagedly library**. 3\. Click **+ Add** on the right side of a template. 4\. Edit or delete the key results if required. 5\. Click **Submit**. |
| Manage template | After adding a template, you can edit or delete it. Click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png)** or **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png) Icon** on a template as required. |

After creating a new template or adding one from the Engagedly library, it is saved in the org library, making it accessible to all employees.

 

 

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    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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