Filter Goals

Filtering goals refers to the process of sorting and selecting specific goals from a large list or set of goals based on certain criteria. Filtering goals typically involves using filter or search functions to narrow down a list of goals to those that are most relevant to employees or teams.

Users can filter the goals based on the following conditions:

• Goal start and end date
• Categories
• Goal status (At Risk, Behind, Not Started, On Track, Achieved)
• Goal progress
• Measurement type
• Last progress update date
• Progress update due date

In this article, we have covered how an employee, manager, and admin filter goals.

Employee to Filter Goals
Manager to Filter Goals
Admin to Filter Goals

Employee to Filter Goals

Employees can filter goals from the My Goals, Goal Directory, and Top Level Goals sections.

Step 1: Navigate to Home > Goals > My Goals.

Step 2: Click the Filter Icon.

Step 3: The employee can filter goals from the Filter window.

Manager to Filter Goals

Managers can filter goals from the My Team Goals, Goal Directory, and Top Level Goals sections.

Step 1: Navigate to Teams > Goals > My Team Goals.

Step 2: Click the Filter Icon.

Step 3: The manager can filter goals from the Filter window.

Admin to Filter Goals

Admin can filter goals from the Goal Directory and Top Level Goals section.

Step 1: Navigate to Admin > Goals > Top Level Goals to filter the top level goals OR

Navigate to Admin > Goals > Goals Directory to filter individual goals.

Note: Here, we are demonstrating filtering the top level goals.

Step 2: Click the Filter Icon to filter the goals.

Step 3: The admin can filter goals from the Filter window.

Filter Goals

• Select or set the filter conditions as required and click Apply.