--- title: Configure goals settings description: Admins can configure goal settings to align with the organization's requirements. --- [Skip to content](https://help.engagedly.com/configure-goals-settings-1#main-content) English Show submenu for translations [Contact us](https://help.engagedly.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.engagedly.com/tickets?hsLang=en) ![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png) - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) Open main navigation Close main navigation - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) - English Show submenu for translations - [Contact us](https://help.engagedly.com/kb-tickets/new) - [Customer portal](https://help.engagedly.com/tickets) - [Our Website](https://engagedly.com/) [Our Website](https://engagedly.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.engagedly.com/?hsLang=en) 2. [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en) 3. [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs?hsLang=en#all-user-resources-indigo-v3) # Configure goals settings Goal settings help standardize how goals are created and managed across the organization. Admins can configure goal settings to align with the organization's requirements. - [General settings](https://help.engagedly.com/configure-goals-settings-1#general-settings) - [Priority configuration](https://help.engagedly.com/configure-goals-settings-1#priority) - [Unit types](https://help.engagedly.com/configure-goals-settings-1#unit-types) - [Goal cycles](https://help.engagedly.com/configure-goals-settings-1#goal-cycles) - [Goal categories](https://help.engagedly.com/configure-goals-settings-1#goal-categories) - [SFTP import](https://help.engagedly.com/configure-goals-settings-1#sftp-import) - [App access](https://help.engagedly.com/configure-goals-settings-1#app-access) **💡Tip:** Admins can assign the “Manage goal settings for organization” role to any employee, allowing them to - Manage goal visibility - Manage goal status - Manage goal alignment - Set reward points for goals Navigate to **Apps \> Goals \> Settings**. ![Configure goals settings1](https://help.engagedly.com/hs-fs/hubfs/Configure%20goals%20settings1.jpg?width=670&height=303&name=Configure%20goals%20settings1.jpg) ### **General settings** Navigate to **General**. The settings allow you to customize the following features for employees: - ###### **Accessibility and visibility** - **Default goal visibility:** By default, an employee’s goals are visible to their reporting hierarchy (manager, secondary manager, and skip-level manager). Modify this as follows: Open 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 employees within their respective departments. - **Business Units:** Goals are visible only to employees within their respective business units. - **None:** Goals are visible only to the reporting hierarchy. Additionally, you can select: **Allow users to change the visibility**: Employees can 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. **Allow all employees to view the goal directory:** Anyone in the organization can view goals, including the top-level goals. **Allow only managers and above to manage goal:** Only managers and those above in the hierarchy can create and manage goals. However, if employees are assigned as goal owners, they can manage their goals. **📒Note:** Enabling this setting automatically disables the next setting and prevents employees from creating, cascading, copying, or assigning goals. **Allow individual contributors to assign and cascade goals across the organization:** Enable this setting to allow employees to cascade, copy, and assign goals to others across the organization. When disabled, employees can copy and assign goals only to themselves. **📒Note:** To enable this setting, first disable the “Allow only managers and above to manage goal” setting. **Allow Managers to assign and cascade goals across the organization:** When enabled, managers can cascade, copy, and assign goals across the organization. When disabled, managers can perform these actions only for employees within their reporitng hierarchy. **Restrict unit types management to admins only:** Only admins can create, edit, or manage unit types. Employees cannot create custom unit types. - ###### **Goal status** **Enable goal status:** Employees can manually change the goal status based on the following: Not Started, On Track, Behind, At Risk, and Achieved. **Enable automatic goal status change:** Employees cannot manually change the goal status. The system automatically updates the status based on employees' progress to reduce manual effort and ensure consistency. To understand how automatic goal progress works, refer to "[How is goal progress calculated?](https://help.engagedly.com/how-is-goal-progress-calculated?hsLang=en)". - ###### **Hierarchy and structure** **Enable top-level goals:** Allows you to create top-level goals. Additionally, you can enable department goals and business unit goals. **📒 Note:** By default, admins can create all types of top-level goals, including 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:** Employees can align their individual goals with top-level goals. **Allow a combination of key results and goals under a parent goal:** Employees can 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. - ###### **Progress calculation** Select how to calculate progress for quantity-based goals with “Increase To” or “Decrease To” logic. - - **Sum-based:** Sum of all the values to show total progress. - **Average-based:** Calculates the average of all the values to show overall progress. **📒Note:** This setting applies to all quantity-based goals with “Increase To” or “Decrease To” logic across the organization  - ###### **Rewards** **Reward points for goal achievements:** Allows you to award points to employees after the end date of a goal. **📒 Note:** You can access the reward points feature if you have an active subscription to Engagedly’s Rewards module. Define reward criteria and add multiple rules to it. - Click **ADD RULE**, enter the goal progress as a percentage and the corresponding points, and then click the **Tick ![Grey Tick-1](https://help.engagedly.com/hs-fs/hubfs/Grey%20Tick-1.png?width=20&height=20&name=Grey%20Tick-1.png)** icon. - Hover over the rule and click the **Pen ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png)**iconto 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. After making the necessary changes to the settings, click **Save** at the top right to apply the changes, or click **Reset** to discard them and revert to the previous settings. ### **Priority configuration** Define and manage goal priorities, allowing goal creators to assign priority levels to their goals. These tags give employees a visual indicator to focus on the most important work, keep teams aligned with organizational objectives, and make progress easier to track. 📒**Note:** Goals without a priority level automatically appear at the bottom when sorted by priority. Navigate to **Settings \> Goals \> Priority Configuration \> Enable goal priorities**. ###### **Add priority levels** Engagedly provides the default priority levels. Use them or custom-create organization-specific levels if required. **⚠️Warning:** If you enable goal priorities, at least one priority must exist. 1. Click **+ Add** to create a new priority level. 2. Enter the priority level, its description, and a color. 3. Click **Save**. 💡**Tip:** Use priority levels such as P0, P1, P2, or Low, Medium, High to set goal priorities. ###### **Manage priority levels** All fields allow inline edits. - Click a field to edit it. - Click 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 a level. **⚠️Warning:** Deleting a priority level that is in use causes goals with that level to appear at the bottom of the list when sorted by priority. ### **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. **📒Note:** Enabling “Restrict unit types management to admins only” allows employees to create unit types directly from the goal creation page.  Navigate to **Unit Types**. 1. Click **Add Unit Type** at the top right. 2. Open the drop-down, select an icon, type the unit name, and then click **Add**. When a unit type is added, its status is active by default. Change the status if required. Open the drop-down on the right side of a unit type and select **Archive**. **📒 Note:** The archived unit type is not visible during goal creation. After archiving, filter the archived types, open the drop-down next to the archived goal type, and select **Active**. ### **Goal cycles** Goal cycles define the time frame for completing a goal. They align employee goals with the organization’s timelines, such as quarterly, biannual, or yearly goals. Admins can create fixed goal cycles or allow employees to set custom dates. Goal cycles help track progress and review performance consistently. **Enable preset goal cycles:** Employees can select a predefined goal cycle when creating a goal. When enabled, you can add and manage goal cycles for your organization. **Enable custom period selection:** Employees can create customized goal cycles when creating goals. Navigate to **Goal Cycles**. 1. Click **Add** at the top right. 2. Enter the cycle name and set the start and end dates. 3. Click **Save**. After creating a goal cycle, manage it if required. 1. Click **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 cycle. 2. Perform the following actions as required: - Edit: Modify the cycle details. - Delete: Remove the cycle. - Archive: Hide the cycle. **📒 Note:** The archive goal cycle is not visible during goal creation. After archiving, filter the archived cycles, click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** next to the archived cycle, and select **Active**. ### **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. **Enable goal categories:** Employees can view goal categories during goal creation. Navigate to **Goal Categories**. 1. Click **Add** at the top right. 2. Type the category name and click the **Tick ![Grey Tick-1](https://help.engagedly.com/hs-fs/hubfs/Grey%20Tick-1.png?width=20&height=20&name=Grey%20Tick-1.png)** icon to save it. After adding a category, manage it if required. Hover over the category, click the **Pen ![Pen-1](https://help.engagedly.com/hs-fs/hubfs/Pen-1.png?width=20&height=20&name=Pen-1.png)** icon to edit 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. ### **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. 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-1?hsLang=en) for step-by-step guidance. ### **App access** Only you can configure access to the Goals app based on employee demographic attributes, ensuring that only eligible workforce segments are included in the goal-setting process. Navigate to **Apps \> Goals \> Settings \> App Access**. 1. Use the toggle to enable or disable the **Goals App Access**. 2. Select one of the following options: - - **Everyone:** Grants access to all employees in the organization. - **Custom:** Grants access only to selected employees or specific employee fields. - After selecting “Custom”, click **Add Rules** to define access criteria. - Select the required rule type, action, and value. - Click **Save** after adding the rules. **ℹ️Additional information:** **When Goals app access is restricted** When an employee does not meet the configured demographic eligibility criteria for the Goals app: - The Goals app is not accessible to the employee. - The “Add Goal” option is not displayed anywhere in the platform. - Goals content does not appear in the “Resource Center”. - Employees, managers, and admins cannot add, select, or reference goals within review forms. - Marissa AI (Goals agent) capabilities are not available. - The employee does not receive any goal-related nudges, alerts, or AI prompts. - [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content) - 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