Goals Redesign (Open Beta)

With this release, the redesigned Goals features provide users with a new modern, simple and intuitive user interface (UI) that enables them to easily:

Create new goals.
Create new tasks and targets
Assign goals to teams
Update task and target progress

To access the new Goals redesign, go to Performance > Try the new Goals.

Note: Only the UI is redesigned - the goals functionality remains the same.

Create Goals

Create Goals is redesigned as follows:

Old Create Goals

New Create Goals

Add Tasks and Targets

Add Tasks and Targets is redesigned as follows:

Old Add Initiatives or Targets

New Add Tasks and Targets

Goal Assignment to Team

Goal Assignment is redesigned as follows:

Old Assignment

New Assignment

Update Task or Target Progress

Users can quickly update task or target progress using the new slider on the My Goals page:

Note: Division Goals and Manager Goals are no longer visible on the My Goals page.

How Does this Enhancement Benefit My Organization?

Users can effortlessly set, track, and manage their goals, promoting increased engagement and managers can create goals for their employees and have increased visibility into their team's progress, facilitating more informed decision-making, and fostering a collaborative approach to performance management.

Considerations

Once you select Performance > Try New Goals, there is no navigation between the old UI and the new UI.

Implementation

This functionality is automatically enabled on Stage for all organizations using the Performance module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME

PERMISSION DESCRIPTION