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      Configure goals settings

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

      Settings

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

      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 (default) settings.

      Enable goal status: Allows employees to track their 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, employees cannot manually change the status. Learn more in Enable goal status.

      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.

      Note: Only admins can create top-level goals.

      Enable alignment: Allows employees to align their goals with any 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: If you have an active subscription to Engagedly’s Rewards module, you can access the reward points feature.

      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 Pen edit grey-3 Icon to edit it or the Delete Delete Grey 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.

      • 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 either 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 Menu on the right side of a category and select Edit or Delete as required.

      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 or Delete Delete Grey 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.