When running a review cycle in Teamflect, you can directly pull in an employee’s goals as part of the evaluation. This ensures reviews are tied to real objectives and measurable progress rather than only generic questions.
With goal-related questions, you can:
Add an employee’s goals as a dedicated question set.
Decide whether to include subgoals, parent goals, or weighted goals.
Control who answers and who can see responses.
Filter which goal periods are included.
Choose the format for goal evaluation (free text, multiple choice, or rating).
Step 1 – Enable Goal Questions
In the Goal-related questions section, toggle Add goals owned by the reviewee as a question set.
Step 2 - Pick Question Type
Select how feedback should be given on goals:
Free form → Open text for qualitative input.
Multiple choice → Example: Satisfactory / Needs Improvement / Exceeds Expectations.
Rating → Numeric scoring (e.g., 1–5). Use the instructions field to explain the scale.
💡 You can also require conditional comments — for example, if someone gives a low rating (1/5), they must explain.
Step 3 – Assign Responders & Visibility
Decide who should answer the goal-related questions:
Reviewee
Reviewer
Both
Then configure visibility (who can see each other’s responses).
Step 4 – Apply Filters
Fine-tune which goals are pulled into the review:
Goal periods:
Only goals started and ended in the review period
All goals active during the review period
Goal types: Individual, Company, Department, or any custom types in your account.
Parent goals only: Focus on higher-level objectives.
Weighted goals: Pull in goals with custom weighting (e.g., 70% revenue, 30% development).
HR Use Cases
1. Quarterly Reviews
Bring in quarterly individual goals so employees can be assessed directly against their recent objectives.
2. Department-Level Reviews
Include weighted goals to evaluate contributions to shared team or departmental objectives.
3. Annual Performance Appraisals
Filter for parent goals only to focus on high-level priorities during year-end reviews.
Final Thoughts
By pulling goals directly into reviews, Teamflect helps ensure performance appraisals are objective, structured, and aligned with actual work delivered. With flexible filters and response formats, you can customize how goals are evaluated to match your organization’s performance culture.