In this article you read how to add a new organisational goal, or modify an existing organisational goal.
Create a new organisational goal
1. Click on ‘Management’
2. Click on ‘Organisational goals’
You will see all active organisation and team goals on this page. The organisational goals are always at the top, identified by the building icon; below them are the other team goals, identified by the team icon.
3. Click on ‘+ New team goal’.
4. Choose ‘Organisational goal’
5. Fill in the name of the goal
6. Give a description if necessary
7. Add the start and end date of the goals. From the start date, the goal becomes active and employees can contribute to it. From the end date, the goal is no longer displayed to employees for them to contribute to.
8. Click on ‘Create goal'
Manage existing goals
You can also edit an existing organisational goal. To do this, click on an organisational goal and then click on the three dots, where you’ll have the option to:
- Edit, where you can change the content or the dates
- Archive, which sets the end date to yesterday so that the goal is no longer active. An archived goal can always be found using the filter at the top of the page (by default, only active goals are shown).
- Delete, which removes the goal from the platform. Any goals linked to it will still remain.