[FOR ADMINS] How can I include only goals with weights in the review cycle?

When you need to evaluate only the goals that have a weight set during a review cycle, you can follow these simple steps. Additionally, here are some use cases to illustrate why this feature can be beneficial:

Step 1: Visit the admin center by going to https://admin.teamflect.com.

Step 2: Navigate to the Reviews module and click on "Start new review cycle."

Step 3: Locate the relevant template that includes the goal-related questions and click the pencil icon to edit it.

Step 4: Within the template, find the section containing goal-related questions.

Step 5: In this section, enable the setting "Only include the goals with weights." This setting will automatically exclude goals that do not have a weight assigned from the review cycle.

Use case 1: Focusing on Key Performance Metrics

Scenario: Your organization has specific key performance indicators (KPIs) that are crucial for evaluating employee performance.

Solution: By enabling the setting to include only goals with weights, you can concentrate on the KPIs that have been assigned weights. This ensures that the most important metrics are evaluated during the review cycle.

Use Case 2: Encouraging Goal Setting and Accountability

Scenario: You want to encourage employees to set and prioritize their goals, emphasizing the importance of measurable objectives.

Solution: Enforcing the inclusion of weighted goals motivates employees to assign weights to their objectives. This practice promotes goal setting and ensures that employees take accountability for their performance metrics.

Use Case 3: Simplifying Review Processes

Scenario: You have a large number of goals within the review template, and not all of them are equally relevant for every employee.

Solution: Enabling the setting to include only goals with weights streamlines the review process. Employees and reviewers can focus on assessing the most relevant and impactful goals, saving time and making the evaluation process more efficient.

Use Case 4: Aligning with Organizational Priorities

Scenario: Your organization has specific strategic priorities, and you want to ensure that employee goals align with these priorities.

Solution: By assigning weights to goals that directly align with strategic objectives, you can easily track how well employees are contributing to these priorities. Excluding goals without weights ensures a more accurate reflection of alignment with organizational goals.

Use Case 5: Enhancing Performance Transparency

Scenario: You aim to enhance transparency in the performance evaluation process, making it clear which goals carry the most weight in determining overall performance.

Solution: When you include only weighted goals, it provides clarity to employees about which objectives are most significant for their performance assessments. This transparency can motivate employees to focus on achieving these goals.

These use cases demonstrate how enabling the setting to include only goals with weights can help organizations refine their review processes, prioritize performance metrics, and align employee goals with broader organizational objectives.

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