Key goal concepts

Before you create a goal, familiarize yourself with the key concepts that define how goals work in Engagedly.

Goal alignment: You can align an individual goal to a top-level goal using the parent goal selector. This keeps individual work connected to organizational priorities.

Goal cascading: Cascading a goal assigns it down through the employee hierarchy, extending alignment to a wider team. Only the parent goal is cascaded, even if it has key results or contributing goals.

Key results and contributing goals: Key results break down a goal into measurable outcomes. Contributing goals are sub-goals that support the parent goal. Both help track progress at a granular level.

Measurement types: Goals support different measurement types (such as percentage or quantity) with incremental or decremental progress logic. Weightages are available for percentage and quantity goals.

Auto-progress updates: You can connect a goal to an external app, Jira (for percentage goals) or Salesforce/Google Sheets (for quantity goals), so that progress updates automatically.

Goal visibility: You can set a goal to be visible to everyone or restrict it to specific departments or business units. By default, managers and those higher in the hierarchy can view an employee's goals.

Priority and categories: Admins can enable priority tags and category labels to help users sort and filter goals. Goals without a priority tag appear at the bottom when sorted by priority.

After understanding goals, you can proceed to create one. For more information, refer to Create a goal.