When using Goal Cycle time periods, Lattice automatically assigns a current cycle based on the current date. However, there may be times when an admin may want to adjust which cycle should be considered as current, thereby making it the default setting when employees create their goals.
Because of this, Lattice allows admins to adjust which goal cycle is the most current, opening the door for admins to create additional custom goal cycles or use automated time periods even if an active cycle already exists.
Assign a goal cycle as current
- Navigate to Admin > Goals > Goal cycles.
- Select the ellipsis (...) next to the cycle you would like to make current and select Make current from the dropdown.
- A popup modal will appear > Select Yes, make current.
Current goal cycle views
Once the cycle has been made current, it will be labeled Current on the Goal Cycles page. Users will automatically be shown their current goal cycle on the Goals explore page, Participation and Status pages. To change the view from the current goal cycle to a different cycle, select the name of the cycle to the right of the search bar and choose a different cycle from the dropdown.
When employees create a new goal, the current cycle will be assigned as the default.