Objective cycles help structure your goal-setting process by defining who can participate, when objectives can be updated, and what features are included. You can run multiple overlapping cycles to support different teams or needs, like company-wide planning and onboarding.
Create or Edit a Cycle
Go to Admin > Objectives from the left-hand menu.
To create a new cycle, click +Create Cycle in the top right corner.
To edit an existing cycle, click Edit Cycle Settings next to the cycle.
Note: Each cycle has its own settings and timeline. Multiple cycles can run at the same time.
Choose Participants
Decide who the cycle applies to:
Entire Company
Select People – choose individuals or groups for tailored cycles
This flexibility supports onboarding plans, custom goal-setting, or performance plans.
Tip: Choosing Entire Company automatically includes new employees as they join. If you select Select People, you’ll need to add new users manually. These are labeled as Limited Cycle to help you keep track.
Name and Describe the Cycle
Add a name, timeframe, and introduction for employees. Use the introduction to:
Set expectations
Encourage alignment with company goals
Invite employees to connect their work to shared objectives
Define the Cycle Process
Choose your preferred settings:
Who can create and edit objectives: Employees, Managers, or Both
Default visibility:
Private: Only the owner can see
Protected: Visible to the owner, their manager, and management chain
Public: Visible to everyone
Tip: For easier alignment when using Cascading Objectives, set default visibility to Public. Objective owners can still adjust visibility individually.
Automatic reminders: Sent 30, 10, and 3 days before the due date, and 7 days after if objectives are still open
Add Structure with Optional Settings
Enable additional features to help guide and organize goal-setting:
Cascading Objectives: Align individual goals with shared company goals
Key Results: Break goals into smaller steps or milestones
Status: Track progress (Open, In Progress, Achieved, etc.)
Tip: Start simple. Only enable what adds value for your team.
Advanced Options (Optional)
Categories: Tag objectives with themes like "Q3 Priorities" or "Personal Development"
Ratings: Add rating scales for evaluating progress
Completion Percentage: Manually enter progress updates
Weighting: Prioritize goals by assigning percentage values (e.g., 60%, 30%, 10%)
Learn more about Objective features here.
Set the Timeline
Define when objectives can be created or updated:
Set timeframes for employees and managers with a Shared Timeline
Choose a default due date
Decide if updates are allowed after the cycle ends
Learn more about creating and updating objectives here.
This ensures flexibility to match your workflow.
Tip: If you need a separate timeline for employees and managers, you can split the timeline.
Export Cycle Data
Admins can export cycle data to CSV or Excel:
Go to Admin > Export Cycle Data
Choose to sort by Owner or Objective Title
Download from your dashboard
Learn more about Objective exports here.
Use Filters and Manage Objectives
On the Cycle Overview screen, you can:
Filter by teams, categories, or status
Expand team members’ objectives to:
Update status or completion percentage
Adjust weighting
Move or copy objectives to another user or cycle
Status Options
Each objective includes a status. Default options are:
Ongoing: Open, In Progress, Awaiting Approval
Complete: Achieved, Not Achieved, Deferred, Partially Achieved
Tip: Want custom status labels? Contact us via in-app chat or email [email protected]. Let us know which statuses should count as complete and your preferred colors (HEX codes work best).
Notifications and Reminders
Automatic Emails
Sent daily
Managers are notified when team members create, edit, or comment
Employees are notified when an objective is created or edited for them
Due-Date Reminders
Sent 30, 10, and 3 days before the due date
Sent 7 days after if the objective is still open
Manual Nudges
Admins and managers can send a nudge to employees or their managers
Nudges send immediate email reminders
Bulk Notify
Use Notify on the Cycle Overview screen to invite everyone to get started
Note: Admins can turn off reminders under Admin > Objectives > Emails.