Manage the Top Level Goal

Admins can manage any Top Level and individual Goals and perform the following actions in a Top Level Goal:

• Edit
• Lock or unlock
• Change status
• Manage weights for the Key Results
• Reorder Goals and/or Key Results
• Change the owner and/or assigner
• View hierarchy
• Request feedback
• Clone
• Delete

Navigate to Admin > Goals > Top Level Goals.

Edit a Top Level Goal

After creating a Top Level Goal, you can edit it and its Key Results as required.

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal, click the Overflow Menu at the top right, and select Edit.
2. In the Edit Goal Details window, make the necessary changes and click Save.

Lock or unlock a Top Level Goal

You can lock or unlock any Top Level Goal whenever required. However, you cannot change the Goal details if they are locked.

Navigate to Admin > Goals > Top Level Goals.

Lock a Goal

• Select the Top Level Goal you want to lock, click the Overflow  Menu at the top right, and select Lock.

Unlock a Goal

• Click the Overflow Menu  Icon at the top right and select Unlock.

Change the status of a Top Level 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.

Navigate to Admin > Goals > Top Level Goals.

Change the status to archive

• Select the Top Level Goal you want to make archive, click the Overflow  Menu at the top right, and select Archive.

Change the status to active

1. Click the Active drop-down menu and select On Hold.
2. Click the Overflow  Menu and select Active.

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.

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal you want to add weights, click the Overflow  Menu at the top right, and select Manage Weights.
2. In the Manage Weights window, select Enable Weights and add the weights for each Key Result.
   Or
   You can add the weight for one Key Result and click Distribute Remaining to equally distribute the remaining weights to other Key Results.
3. Click Save.

Reorder Goals and/or Key Results

You can reorder Goals and/or Key Results of a parent Goal if required.

Navigate to Home > Goals > My Goals > Owned by Me.

1. Select the Goal to reorder, click the Overflow  Menu at the top right, and select Reorder Goals.
2. In the Reorder Goals window, drag the Six Dots  Icon to reorder the Goals and/or Key results as required and click SAVE.

Change the owner and/or assigner of a Top Level Goal

You can reassign the Top Level Goal to employees in the organization. 

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal you want to change the owner and assigner, click the Overflow  Menu at the top right, and select Change Owner.
2. In the Change Owner / Assigner window, search and select the employee, and click Save.

View the hierarchy of a Top Level Goal

Viewing the Goals and Key Results hierarchy helps you understand how the Goals are aligned and contribute to other Goals in the organization.

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal you want to view the hierarchy, click the Overflow  Menu at the top right, and select View Hierarchy.
2. In the Hierarchy window, you can view the aligned and contributing Goals.

Request feedback about a Top Level Goal

You can request feedback about the Top Level Goal from other employees in the organization. 

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal you want to request feedback, click the Overflow  Menu at the top right, and select Request Feedback.
2. In the REQUEST FEEDBACK window, search and select the employee, type Your Request, select Feedback Categories, and click REQUEST.

Clone a Top Level Goal

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

Navigate to Admin > Goals > Top Level Goals.

1. Select the Top Level Goal you want to clone, click the Overflow  Menu at the top right, and select Clone.
2. In the Clone window, edit the Goal title if required and click the Drop-down menu to change the owner.

    3.    Click the Drop-down menu to set the Goal period and measurement type, and select Only                    the Goal.

    4.    Click Clone.

Delete a Top Level Goal

You can delete any Top Level Goals if they are not required. 

Navigate to Admin > Goals > Top Level Goals.

• Select the Top Level Goal you want to delete, click the Overflow  Menu at the top right, and select Delete.

Manage the Key Results

You can manage any Top Level and individual Goal Key Results and perform the following actions:

• Edit a Key Result
• Change the owner and assigner of a Key Result
• View hierarchy
• Convert a Key Result into a Goal

Navigate to Admin > Goals > Top Level Goals.

Edit a Key Result

You can edit the Key Result's titles, owners, start and end dates, and measurement types whenever required.

1. Click the Overflow  Menu and select Edit.
2. In the Edit Key Result Details windows, make the necessary changes and click Save.

Change Owner/Assigner of a Key Result

If a Key Result requires collaboration between multiple employees, then the Key Result owner and assigner can reassign the Key Result to other employees to foster communication and collaboration.

1. Click the Overflow  Menu and select Change Owner.
2. In the Change Owner / Assigner window, search and select the employee, and click Save.

View the hierarchy of a Key Result

Viewing the Key Results hierarchy helps you understand how they are aligned and contribute to the organization's Goals.

1. Select the Key Result, click the Overflow  Menu, and select View Hierarchy.
2. In the Hierarchy window, you can view the Key Results aligned with the parent Goal.

Convert a Key Result into a Goal

You can convert an existing Key Result into a Goal.

1. Click the Overflow  Menu and select Convert to Goal & Cascade.
2. You can modify the Goal details, such as the Goal title, period, and measurement type, if required, and click Save.

After converting a Key Result into a Goal, you can manage it by aligning it with the parent's Goal as a contributor or removing it. Learn more in Manage aligned Goal.

You can also manage the individual Goals of any employees. Learn more in Manage the Goals of employees.

Navigate to Admin > Goals > Goal Directory.