Goals provide direction and purpose, helping individuals stay focused and measure progress to achieve success. Goals can be short-term or long-term, defined in a clear and quantifiable format so that progress can be tracked and evaluated.

1.1 How does it work

You create individual Goals or assign them to anyone.
Fill the Goal details such as Goal period, measurement type, and set visibility.
You can add Key Results to the Goals, if required.
You can assign the Goal to selected employees.
The assignee receives a notification.
The assignee updates their progress to complete the Goal within the Goal period.

1.2 User actions

Create a Goal
Manage a Goal

2. Create a Goal

You can create individual Goals and also assign them to anyone in the organization. Learn more in Create a Goal.

Navigate to Home > Goals > My Goals.

3. Manage a Goal

You can manage any Goals that are owned and assigned by you and perform the following actions in a Goal:

Edit a Goal
Lock or unlock a Goal
Change the status of a Goal
Manage weights for the Key Results
Change the owner and assigner of a Goal
View the hierarchy of a Goal
Nudge Goal owner
Request feedback about a Goal
Share feedback about a Goal
Publicly praise the Goal owner
Clone a Goal
Delete a Goal

Navigate to Home > Goals > My Goals.

3.1 Edit a Goal

After creating a Goal, you can edit the Goal and the Key Results as required. Learn more in Manage a Goal.

3.2 Lock or unlock a Goal

You can lock or unlock any Goal in the organization whenever required. However, you cannot change the Goal details if they are locked. Learn more in Manage a Goal.

3.3 Change the status of a Goal

Archiving a Goal will remove the Goal from the active Goal list. Changing the status does not impact the progress of the Goal. It can be activated at any time. Learn more in Manage a Goal.

3.4 Manage weights for the Key Results

Adding weights to Key Results ensures that each Key Result to the contributing Goal is given the appropriate attention and effort based on importance. Learn more in Manage a Goal.

Note: You can only add weights if Key Results are added to the Goal.

3.5 Change the owner and assigner of a Goal

You can reassign a Goal to other employees in the organization. Learn more in Manage a Goal.

3.6 View the hierarchy of a Goal

Viewing the Goals and Key Results hierarchy helps you understand how the Goals are aligned and contribute to other Goals in the organization. Learn more in Manage a Goal.

3.7 Nudge Goal owner

The nudge is a reminder sent to the Goal owners to take action towards achieving their Goals.

Note: You can nudge the Goal owner only if you are the Goal assigner.

3.8 Request feedback about a Goal

You can request feedback about a Goal from other employees in the organization. Learn more in Request and share feedback about a Goal.

3.9 Share feedback about a Goal

Sharing feedback about a Goal enables the employees to understand their strengths and areas of development of their Goals. Learn more in Request and share feedback about a Goal.

Note: You can share the feedback only if you are the Goal assigner.

3.10 Publicly praise the Goal owner

Public praise is a feature that allows you to give positive feedback to your team members for their work and contributions. learn more in Publicly praise the Goal owner.

Note: You can praise the Goal owner only if you are the Goal assigner.

3.11 Clone a Goal

Cloning a Goal allows you to copy the Goal details and Key Results and edit them as required. Learn more in Manage a Goal. Learn more in Manage a Goal.

3.12 Delete a Goal

You can delete any Goals if they are not required. Learn more in Manage a Goal.

Note: Deleting a Goal may impact the progress of dependent Goals, if any.

Learn more in the glossary to better understand the key terms of Goals.

Goals user guide for employees

Table of Contents

1. Introduction