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Create a Custom Goal Cycle

Anna
  • Updated
Setting up your company's goal cycle
 
By using goal cycles, you can send notifications and monitor progress on your organization's goals for a specific time. This article will walk you through the different phases of goal cycle creation. 

Before you start

  1. Goal cycles can also be created automatically via goal cycle time periods. To learn how to auto-generate goal cycles, check out How to Set Automatic Goal Cycles.
  2. The goal cycle start and due dates are not editable once the cycle has been published
  3. Goals will not automatically end after the goal cycle due date –– They will only be marked overdue.

Create a new goal cycle: Setup

  1. Navigate to Goals > Goal cycles.
  2. Click Create new cycle.
  3. Give your goal cycle a cycle name, start date, and due date. Note that goals can be added to this cycle with a custom start and due date. 
  4. Click Save changes.

Notifications

  1. Schedule goal notifications for company, department, and individual goals by toggling on/off the notification type. If you want to turn notifications off, you can toggle to disable any goal cycle notifications.
  2. Add a Subject and Body to your goal-setting emails. The email will include a button that states Set goals, which will lead employees to Lattice.
  3. (Optional) Send yourself a preview.
  4. Click Save & continue.

Verify

  1. Verify all of the information is correct.
  2. Select Create goal cycle. 

After Launch

Once you have launched the goal cycle process, you can begin to manage the goal cycle, including monitoring goal creation, updates, and more.

To edit a goal cycle, including launch emails, re-enter the goal cycle and navigate to Manage notifications, and edit your settings. 

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