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 by prompting goal owners to update their goals.

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.

They can nudge from either the overview page or the goal details page.

Navigate to Apps > Goals.

Nudge from the overview page

Only admins and managers can access the overview page.

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

  2.   On the Overview page, click View in Recommended actions to view the goals at risk, behind, and those with no updates.

  3.   Click View & Nudge, and then click Nudge all at the top right, or click the Bell Icon to nudge individual employees.

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

Alternatively,

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

  3.   Click Nudge All at the top right, or click Nudge next to the individual employee.

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

Nudge from the goal details page

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

  2.   Click a goal to open the Goal Details page.

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

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

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