Working with the Goal Management page

The Goal Management page is a powerful interface that gives administrators a holistic, top-down view of all goals within the organization.

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You can manage goals within Workbench > Performance Management > Goals > Goal Management. Access to Workbench depends on your role within the platform. This feature is available for users with the Goal Admin professional role.

Page overview

The overview of the Goal Management page is shown in the following picture:

Goal Management page

At the top of the page, you will find summary tiles for:

• Goal plans: Total number of goal plans in the system

• Goal types: Total number of goal types

• Goals: Total number of goals managed

The page also includes robust filtering options to quickly narrow down any search:

• Search: Find goals by entering a goal's name

• Goal Plan / Goal Type: Filter by goal plan or type using drop-down lists

• Goal Status: Show only Published or Draft goals

• Result: View goals with or without updated results

• Workers: Click to select and view goals by specific workers (searchable by name or ID)

Goals are displayed in a detailed, paginated table. Each row represents one goal, with the following columns: Goal name, Assign to, Goal plan, Goal type, Weight, Minimum, Maximum, Target, Result, and the one with the three-dot icon.

Population-level goals (assigned to a Population) are pinned to the top of the table. Goals assigned to individual workers are listed below, each showing the worker's name and avatar in the Assign to column.

The Weight and Result columns support inline editing. Click a value directly to update it without opening the full goal form. When different workers within a population have different weights, the Weight column displays Multiple weights instead of a single figure. Similarly, when a goal has more than one measurement criterion, the Minimum, Maximum, and Target columns show Multiple criteria.

Click the three-dot icon at the end of any row to access the full set of actions available for that goal (Edit or View).

All changes made to goals are logged, providing a clear audit trail and supporting transparency across the organization.

Creating goals

To create a new goal:

1. Click the Create goal button in the upper-right corner of the Goal Management page.

2. A drawer slides in from the right. Select the Goal target using radio buttons: Myself, My organization, or Other colleagues.

   For My organization, you need to define the Goal owner as well. To do so, type their name in the search bar and select the relevant owner.

   For Other colleagues, a new search bar appears asking Who do you want to create this goal for? There, enter a name or organizational unit to find the right people and select them. In the search bar, you can also click the Add my direct reports option.

3. Choose the Goal plan from the drop-down list.

4. Click the Goal type radio button that applies.

5. Click Next to continue.

6. The full goal creation form opens, as illustrated below:

   

   Example of the goal creation form

   The right side of the form includes the Participants card with the Creator and Owner. In addition, you can use the Goal Genius AI assistant panel. Click Let's start, describe the topic of your goal and its target delivery date, click Let's create, and Goal Genius will generate suggested content for you to review and apply. Using the settings icon in the top-right corner of the panel, you can enable sharing a role, job title, or organizational unit.

   The left side of the form contains the following collapsible sections:

   • Basic information (required, expanded by default). It displays the read-only Goal plan and Goal type. Complete the following fields:

     • Name of the goal

     • Description of the goal in the text editor with a formatting toolbar

     • Priority, where you can choose High, Medium, or Low from the drop-down list

     • Due date, a date-picker drop-down, auto-populated with the goal plan's end date when one is configured. You can still change the date manually.

     • Goal weight, which accepts values between 0 and 100

   • Measurement criteria (required if marked as mandatory during goal type configuration, in which case it expands automatically). There, you can define how you will measure success. For each criterion card, configure:

     • Description

     • Unit using the drop-down list (Financial, Percentage, Numeric, or Binary)

     • Starting value

     • Target value

     • Currency from the drop-down list (for financial units)

     • Due date using the date-picker drop-down or typing the date directly in the field

     Click the trash icon to remove a criterion, or click Add measurement criterion to add another.

   • Deliverables (expands automatically if mandatory for the goal type). In this section, you specify tangible outcomes for your goal. In each deliverable card, fill in:

     • Description

     • Due date using the date-picker drop-down or typing the date directly in the field

     Click the trash icon to remove a deliverable, or click Add deliverable to add another.

   • Progress tracking. It includes three radio buttons that let you choose how goal progress is measured: Manually, Automatically using a deliverable, or Automatically using the average of measurement criteria.

   • Visibility, with two radio buttons to control who can see the goal: Private or Share. With Share selected, type the name of a worker or organizational unit in the Make the goal visible to search bar to find the relevant people. The search bar also allows you to choose the Add my direct reports option.

   • Goal alignment. This section helps you identify which goals align with the created goal. In the Align with a goal search bar, type a goal's name or use the drop-down list to select the applicable goal.

Click Save & exit in the upper-right corner of the page to save your changes and finish your creation later on. If your goal is ready, click Publish.

Viewing goals and progress trail

Goal overview

Selecting any goal's name in the Goal Management table will automatically open goal details in the Goal overview tab. Alternatively, click the three-dot icon and choose View from the contextual menu. From there, you can access sections such as:

• Basic information: Details of the goal plan and goal type.

• Status update: A section to track progress on the goal (On track, At risk, Blocked).

• Measurement criteria: The specific criteria for the goal.

• Deliverables: The outcomes of the goal.

• Population: Information about the workers and organizations included in or excluded from the goal.

• Details: The status of the goal and its due date.

• Participants: The creator and owner of the goal.

Click Save & exit in the upper-right corner of the page to save any updates made to this goal.

Progress trail

To see the Progress trail tab, select it from the drop-down list at the top of the page. The Audit trail section tracks and records changes made to goals, for example:

• Initial start and end dates

• Individual user date overrides

• The initial goal weight

• Measurement criteria

• Individual weight overrides by managers or Goal Admins

• Any bulk reset actions

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Only Goal Owners and Goal Admins can see the progress trail; workers cannot see audit logs of changes made by admins or managers.

Editing goal details

To edit goal details, click the three-dot icon in the Goal Management table and select Edit to be redirected to the Edit goal form. You can also navigate to this form by clicking the Edit goal details button in the Basic information section of the Goal overview tab described above, or by clicking the three-dot icon in the upper-right corner of this tab and selecting the Edit goal details option. In the form, you can change:

• Population of the goal: Include or exclude organizations and workers.

• Basic information: Modify the goal's Name, Description, Priority, Due date, and Goal weight for the population.

• Measurement criteria: Edit, add, or remove criteria that measure the goal's success.

• Deliverables: Amend the goal's outcomes.

• Progress tracking: Choose between manual or automatic tracking.

• Tag library: Specify which tags from the libraries can be added to the created goal.

• Goal alignment: Define goals that align with the created goal.

• Attachments: Upload files that you consider applicable.

• Other sections.

Click Save & exit in the upper-right corner of the page to save any changes made to this goal.

Population & goal weight details pop-up

You can open the Population & goal weight details pop-up by clicking either the Population button in the Assign to column or the Multiple weights button in the Weight column of the Goal Management table. This window has two tabs: Goal weight and Key dates.

Goal weight tab

In the Goal weight tab, you can enter the Initial goal weight, which will be automatically assigned to all workers in the Goal weight per worker list. Within this list, you can also change the goal weight for individual workers by adjusting the percentage in the Goal weight column.

To revert to the initial goal weight for all workers, click Bulk actions and select Reset to initial goal weight.

You can also filter the list by a worker's name, ID, organization, country, or population status.

Key dates tab

In the Key dates tab, you can enter the key dates for the population. These dates will be automatically assigned to all workers in the Key dates per worker list. You can change the start and end dates for individual workers by adjusting the dates in the Start date and End date columns.

To go back to the initial start and end dates for all workers, click Bulk actions and select Reset to initial key dates. To do so for individual workers, click the three-dot icon in the relevant row and select Reset to initial key dates.

Like the other tab, you can filter this list by a worker's name, ID, organization, country, or population status.