Company goals are goals that have been chosen as the most important goals in your company. Employees can align personal goals to any company goal to create a hierarchy, which helps users visualize how smaller goals are contributing upward to what is most important. Company goals are visible to everyone in your entire account.
Notes:
• Some features may be restricted based on permissions for your user role.
• Personal goals that an employee has marked as private cannot be aligned with company goals.
Open Admin Menu
In the Global Navigation menu, click the Admin icon. Then, click on Performance.
In the Performance menu, select the Company Goals area.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
View Goal Settings Page
In the General settings area you have the following options to set for Goals.
Enable OKR Terminology where "Goals" become "Objectives" and "Subtasks" become "Key Results".
Restrict Goal Editing which will limit what fields Employees can edit after a Goal is created.
Create Team Goals outside of Management Hierarchy which allows employees to create a Team Goal and assign it to others.
View Company Goals Page
The Company Goals page displays all company goals that have been added to your account [1]. Allows you to add a new goal [2] and search [3] existing goals within this page.
You also have the ability to edit an existing goal [4], delete it (if no individual goals are aligned with the goal) [5], or archive the goal (if there are aligned goals) [6].
You can aslo use the filter [7] to show Active and/or Archived goals on the page.
Save Goal
Add the title of the goal in the Title field [1], then click the Done button [2].
View Company Goal
Once you save a new company goal you will be taken to the main area for Company Goals. In here you will see all the same options as you have in the Admin side of the global nav options.
Edit Company Goal
To edit the company goal click on the pencil icon [1].
Edit the title of the goal in the Title field [2], then click the Done button [3].