What is the difference between “editing” and “updating” objectives?

Learn more here.

What if I missed my deadline?

It happens! You can simply copy or move the objective to a new cycle.

Can I customize the objective statuses?

Yes, but our support team will need to help you. Please send an email to [email protected] with your desired labels and colors. You can include a hex code for each color if you want to be precise.

Please note that changes to objective statuses will only apply to objective cycles created after the change. Existing cycles and goals will maintain their current status options.

How can I set company goals?

We’ve designed our tool so that every objective is owned by an individual, but you might consider adding your company goals to the cycle introduction for easy reference.

Or, you could have a user (perhaps your CEO or the user at the top of your org chart) publish the company goals and then hyperlink to them in the cycle introduction.

Any time your employees create a new objective, the information in the cycle introduction will be easily accessible.

Additionally, consider customizing the objective categories in line with your company goals. Employees will need to assign a category to each of their objectives, and your reporting can then be sorted by category so that you can easily track alignment between company and individual goals.

What about team goals?

Managers can create the objective for one individual and then clone it to the rest of their teammates.

How do I score my employees on goal attainment?

If your company subscribes to our Elevate plan, you can enable objective ratings to give each objective a final score at the end of the cycle. You also have the option to enable weightings to distinguish objectives based on importance. Ratings and weightings are included in the cycle CSV export so that you can easily complete any final calculations.

More info here.