Nudge the goal owner

Goal creators and assigners can nudge goal owners to update their goals and stay on track. Nudging encourages accountability and helps maintain progress.

• Admins can nudge employees, business unit admins, and department admins to create or update goals.
• Managers can nudge their direct reports to create or update goals.

• There are three ways to nudge goal owners:

  Option 1: From the overview page

  Option 2: From the goal summary (Overview page)

  Option 3: From the goal details page

Option 1: From the overview page

Only admins and managers can access the overview page.

Navigate to Apps > Goals.

Perform the following actions based on your role and the goal owner you prefer to nudge:

1. In "Recommended actions", click View to view goals that are at risk, behind, or have no updates.
2. Click View & Nudge.
   

  3.   Select one of the following:

• • Click Nudge all at the top right.
  • Click the Bell icon to nudge an individual employee.

  4.   Edit the message if required, and click Nudge.

Option 2: From the goal summary (Overview page)

Navigate to Apps > Goals.

1. On the "Overview" page, click the Right Arrow in the "Goals" field to open detailed goal information.
   

2.   Select one of the following:

• • Click Nudge All at the top right.
  • Click Nudge next to an individual employee.

  3.   Edit the message if required, and click Nudge.

Option 3: From the goal details page

Navigate to Apps > Goals.

Perform the following actions based on your role and the goal owners you prefer to nudge:

1. Click a goal to open the "Goal Details" page.

The goal card appears on the left, and the selected goal details appear on the right.

  2.   Click the Overflow Menu at the top right of a goal and select Nudge.

  3.   Edit the message if required, and click Nudge.