Overview
Assigning a goal in Teamflect lets you clearly define what needs to be achieved, who owns it, and how success will be measured. Goals help individuals, teams, and departments stay aligned with priorities while giving HR and managers a simple way to track progress and accountability in one place.
Steps to Assign a Goal
Step 1: Navigate to the Goals Module
Log in to Teamflect and select Goals from the left-hand menu.
Step 2: Create a New Goal
Click New Goal (top of the page).
Add a Title and Description. (Tip: Use the AI suggestion tool for quick drafting.)
Step 3: Select Goal Type
Choose from predefined or admin-customized goal types (e.g., individual, team, department, company).
Note: Goal types can be customized by admins to fit your organization's specific needs (e.g., strategic, personal, team, and department goals). Please see the following for more information: Goal Types
Step 4: Assign Goal Owner(s)
Select one or more individuals as goal owners.
Multiple owners are supported if enabled by admins.
Step 5: Set Progress Type
Choose how progress will be tracked:
Percentage: Track progress as a percentage completed.
Value: Set a numeric target (e.g., sales figures).
Currency: Use monetary values to measure progress.
Completed/Not Completed: Indicate whether the goal is fully achieved or not.
Roll Up from Subgoals: Automatically calculate progress based on the status of subgoals.
Roll Up from Task Progress: Automatically calculate progress based on associated task completion.
Note: Your admins can enable all or a selection of these progress types based on your organization’s preferences. Please see the following for more information: Goal Progress
Step 6: Set Timeframe
Choose Full Year, Quarter, or Custom Dates (depending on admin settings).
Note: Goal periods can be customized by Teamflect admins, so you may not always see the aforementioned options. Please see the following for more information: Goal Periods
Step 7: Add a Parent Goal (Optional)
If this goal contributes to a larger objective, link it to a parent goal.
This helps create a hierarchy of goals for better alignment and tracking.
Step 8: Add Labels (Optional)
Select from admin-defined labels to categorize and filter goals.
Note: Labels are customized by Teamflect Admins. Please see the following for more information: Goal Labels
Step 9: Set Privacy Settings
Decide whether the goal will be Public or Private:
Public Goals: Visible to everyone in the organization.
Private Goals: Restricted visibility to:
The goal owner.
The goal creator.
The owner’s managerial hierarchy.
Teamflect admins.
Private Department Goals: Visible to the people in the same department if assigned to a department or team.
Step 10: Save and Assign
After filling in all the details, click "Create" to finalize the goal assignment.
The assigned owners will receive notifications about the new goal.
HR-Focused Use Cases
1. Aligning with Organizational Strategy
Assigning goals ensures that individual and team objectives directly contribute to larger company priorities, making it easier for HR to monitor alignment during review cycles.
2. Strengthening Accountability
By clearly defining owners, progress types, and timelines, HR ensures every goal has accountable stakeholders. This reduces ambiguity and supports fair performance evaluations.
3. Supporting Employee Development
Assigning self-development or role-specific goals helps HR guide employee growth. Linking these goals to parent objectives ensures professional development is tied to organizational outcomes.
Final Thoughts
Assigning goals in Teamflect is more than task-setting—it’s about creating clarity, accountability, and alignment across the organization. By leveraging customizable options and structured workflows, HR and managers can ensure goals are meaningful, measurable, and impactful.