[FOR ADMINS] How can I manage who can assign department goals?

Teamflect administrators can control who can assign department goals within the company. This feature allows you to tailor goal assignment permissions to meet your organization's needs. Here are the steps to manage who can assign department goals:

Step 1: Access the Admin Center

  • Start by visiting the admin center in Teamflect.

Step 2: Navigate to the Goals Module

  • Within the admin center, locate and click on the "Goals" module.

Step 3: Configure Assignment Permissions

Select 'Manage goal types.'

Step 4: Choose Assignment Scope

  • In the goal types menu, find the department goal and click on the pen icon to adjust its usage:

Next, decide the access levels for the goal type:

  1. Everyone: Available to all users, regardless of user role or job title.
  2. Managers & Admins: Accessible to managers (people who have at least 1 direct report) and administrators (both Global and Scoped) for goal assignments.
  3. Admins only: Restricted to Global and Scoped administrators for goal assignments.

Beneficial Use Cases

Use Case 1: Administrative Oversight 

Scenario: Your organization has a specific team of experienced administrators responsible for setting and managing department goals. You want to ensure that only these administrators have the authority to assign department goals to maintain strict oversight and control.

Solution: By choosing the "Scoped admins of the department & global admins" option in the "Who can add department goals" setting, you ensure that only designated administrators and global admins can assign department goals. This use case is ideal for organizations that require a structured and controlled approach to goal management.

Use Case 2: Collaborative Goal Setting 

Scenario: Your company values a collaborative approach to goal setting and encourages employees across departments to contribute to department goals. You want to foster an environment where all employees can suggest and work towards achieving these goals.

Solution: Opt for the "Everyone" option in the "Who can add department goals" setting. This way, any user within the company can contribute by assigning department goals. It promotes inclusivity and encourages a bottom-up approach to goal setting, where ideas and insights can come from various team members.

Use Case 3: Department-Specific Goal Owners

Scenario: Your organization assigns goal ownership to department heads or managers, who are responsible for defining and managing the department's goals. However, you want to allow administrators to have oversight and control over all department goals.

Solution: Select the "Scoped admins of the department & global admins" option. This ensures that department heads or managers have the authority to assign and manage goals within their respective departments, while global administrators maintain overall visibility and control over all department goals. This use case balances department autonomy with central oversight.

Use Case 4: Temporary Restriction 

Scenario: Your organization periodically reviews and adjusts its goal assignment policies. You want to temporarily restrict goal assignments to administrators while you evaluate the impact of more inclusive goal setting.

Solution: Choose the "Scoped admins of the department & global admins" option temporarily. This allows you to restrict goal assignments to administrators while you assess the impact on goal management. Once the evaluation is complete, you can easily switch back to the "Everyone" option if needed.

By following these steps, Teamflect administrators can easily control who has the authority to assign department goals, ensuring that goal management aligns with your organization's preferences and goals.

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