How to create a goal cycle

Creating goals within a company is essential because they provide structure, ensure alignment across teams, and drive continuous improvement. By establishing a clear and consistent goal cycle, organizations can create a focused and results-driven environment. By creating a goal cycle you will achieve the following:

Clarity of direction: Employees understand what is expected of them and how their work contributes to the company’s overall vision.
Better alignment: Teams and departments work cohesively toward common goals, reducing duplication and conflicting priorities.
Improved performance tracking: Setting goal cycles makes it easier to measure progress and identify areas for improvement.
Increased accountability: Clear goals assign ownership, ensuring individuals and teams take responsibility for outcomes.
Enhanced motivation and engagement: Employees are more motivated when they have clear goals and can see their progress and impact.
Continuous improvement: Reviewing and refining goals regularly encourages learning, adaptation, and innovation.
Stronger decision-making: Goals provide a framework for prioritizing initiatives and allocating resources effectively.
Greater transparency: A structured goal cycle keeps everyone informed about priorities, progress, and results across the organization.

The creation of goals cycles is intentionally restricted to Administrators because these cycles have a broad and significant impact across the entire organization. By limiting this responsibility, the organization ensures consistency, strategic alignment, and proper governance in how goals are set and managed.

To create a new goal cycle, follow the steps outlined below:

Go to your Performance section and click on Goals.
Select the Cycles tab and click on the Create new cycle button.
Add a name and a description to your cycle.
Select if you want that all the members of the company or only selected groups participate in the cycle.

💡You will be able to add as many groups as you want using the dropdown menu.

Select the goal type among the available options:

Company goals: These goals are focused on improving specific areas that affect your organization’s business.
Personal development goals: These goals are focused on areas of personal or professional growth and development.

Decide if you want to notify employees when the cycle is published. When deactivated, employees won’t receive a notification to set up their goals.
In order to remind employees to review and update their goals, you can set up an automatic reminder if the goals are inactive. Enable the Send reminder if goals are inactive for X days option and set up the frequency for the reminders.
Next,set the Start and End date of the cycle.

💡Adding goals will only be available during the cycle duration. Once it expires, no goal will be able to be added to it.

Finally, click on the Create as draft button to save your goal cycle. At this time the goal will be in draft mode, so employees won’t be able to see it at this stage.

Once the goal cycle has been created as draft there are two different scenarios possibles:

Publish the draft: If you would like that the structure is created directly by the managers or employees, you can publish the goal cycle to be visible to all the employees following the steps described below:

Go to your Performance section and click on Goals.
Select the Cycles tab and find the goal cycle that you want to publish.
Click on the Three dots icon and select Publish cycle. A new window will open for confirmation, click on the Publish cycle button.

From this moment, the cycle is visible to the employees that are involved in it.

Create primary goals: In the case that you want to create the main cycle goals where the managers or employees will later align their own, follow the next steps:

Go to your Performance section and click on Goals.
Select the Cycles tab and find the goal cycle in which you want to create a primary goal.
Click on the Create primary goal option and a new window will open.
Describe What do you want to accomplish with this goal and add all the details of the goal under the Details of the goal to achieve section.
Add the name of the person that will be the owner of the goal using the dropdown that appears under Who do you want to be the owner of this goal?

💡We recommend assigning it to someone within the organization who represents the company’s strategic direction, such as the CEO or a business unit leader.

Decide who do you want to see the goal from the options available:
- People involved: Goals visible only by the members that are involved in achieving that specific goal or to any secondary goal that contributes to its accomplishment.
- Public: Goals visible by the entire organization but only the owner or assignee will be able to modify them.
Next, set the Start and End date of the goal by selecting the dates in the When does this objective starts and ends section.
Optionally, you can add Key results to the primary goal.

⚠️ Key results within a primary goal won’t be automatically updated with the progression of aligned goals, you will have to manually update them.

Click on the Create goal button to save your changes.
Finally, to publish the cycle click on the three dots icon that appears next to the goal and select the Publish cycle option.

From this moment, the cycle is visible to the employees involved in it.

How to create a goal cycle

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