Manage your team's objectives in Small Improvements to stay aligned on goals and up-to-date on progress. This guide walks you through creating, browsing, and updating objectives for your team and using your Team dashboard for strategic oversight.
Before you can get started, an HR Admin needs to create an objectives cycle to define timelines and configure settings such as status labels. If you aren't able to create new objectives for your team, contact your HR team and ask them to add your team to a new cycle.
Create Objectives for Your Team
You can create objectives from several places:
From the Bottom Navigation
Click the Create (+) button above your name in the lower left corner
Select Objective and choose the team member who will own the objective.
From your Objectives Dashboard
Navigate to your Objectives dashboard.
Click + Create Objective in the upper right corner and choose the team member who will own the objective.
Tip: If you're feeling uninspired, no fear! Try our Feedback into Action tool to see suggested objectives based on an employee's recent peer feedback.
Once a goal has been published, you'll also see suggestions from the AI-powered Objectives Coach to help you continue to refine your team's goals.
Copying, Cloning, and Moving Objectives
Goals can be copied or moved to a new cycle, and cloned to other users. Please see here for more details.
View Your Team's Objectives
View Objectives for a specific person
Navigate to the employee's Profile page by searching their name in the search box in the lower left corner of the screen.
On the profile page, you'll see the employee's activity across all of our modules. Scroll to the Objectives section and use filters to find the objectives you're interested in.
View Objectives for the entire team
To browse your team’s current and past objectives:
Go to your Objectives dashboard.
Click the Team tab at the top of the page.
Here you can toggle between your List view and your Analyze view.
Tip: Your List view is best for deep-diving into your team's objectives, while the Analyze view is best for high-level oversight.
Use the List View for Advanced Analysis
The List view allows you to filter, sort, and group your team's objectives for advanced analysis.
The Search bar allows you to search by employee name, objective title, department, and more. It also supports filtering by status, due date, owner, and more.
The Grouping button allows you to group your team's objectives by similar parameters.
Use the Columns button to customize the dashboard and hide any data you don't need at this time.
Use the Analyze View for Strategic Oversight
The Analyze view (found under Objectives > Team) gives a high-level overview of all objectives in a given cycle, organized by owner. Click the hamburger icon in the Actions column to expand the full list of a team member's goals.
From here, you can:
Send nudges (i.e. reminders)
Export each individual's objectives to PDF
Create new objectives
Click into a particular objective and
Edit the objective
Leave comments
Update statuses or completion percentages to track progress (if enabled)
Adjust weightings to reflect priority (if enabled)
Visualize Progress with Charts
At the top of the page, you'll find bar charts based on status labels and categories (if enabled).
Hover over bars to see distribution percentages.
Click on bars to filter objectives by status or category.
Using the Objectives module helps align goals, hone focus, and reduce back-and-forth. With just a few clicks, you can keep your team on track and make strategic adjustments to support your company's big-picture success.