How to manage goal activity and settings for your company.
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Admins can administer Goals by navigating to Admin > Goals. Admins can create and manage goal cycles, create and manage tags, and customize the Goals tool.
Goal cycles
The Goal cycles page allows admins to create and manage goal cycles. For information on creating a goal cycle, see Create a Goal Cycle. To understand how to manage goal cycles, see Manage an Active Goal Cycle.
Tags
The Tags page allows admins to create, edit, and delete goal tags. To learn about goal tags and how to use them, see Create Goal Tags.
Settings
On the Settings page, admins can configure various goal settings. From this page, admins can:
- Activate Goals
- Set a Goal Setting Cadence
- Customize status definitions
- Set up update reminders
- Choose whether Goals are displayed in the Org Chart
- Allow duplication of Goals by those other than admins
- Select the default goal cycle
- Change the default Goal visbility
- Allow custom weighting
- Rename the Goals tool
- Rename Objectives and Key ressults
- Turn on Cascading Goals
- Set up Objective and Key Result differentiation
- Import active and ended Goals
Reporting
Admins have visibility into the usage of the Goals tool for all users within the company. Reporting for Goals can be found on the Goal Explore page. Learn more in Navigate Goal Reporting in Explore.