This feature in Teamflect allows administrators to control who can assign department goals. By setting permissions, you can ensure that goal assignments are made by the right people, maintain accountability, and align department objectives with organizational priorities.
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 '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:
Step 5: Decide the access levels for the goal type
In this step, you can define who has the permission to assign department goals. Here you can choose one of the following options:
Self Assignable: Available to all users, but can only be assigned to themselves.
Managers to Their Direct Reports: Accessible to managers (users with at least one direct report), allowing them to assign goals to their direct reports. Only managers can assign these goals to their direct reports, and direct reports cannot assign these goals to others.
Scoped Admins to Employees in Their Scope: Restricted to Scoped Administrators, allowing them to assign goals only to people within their designated scope (e.g., department, location, division). The Scoped Administrator access is determined by the user roles.
Global Admins: Only Global Administrators can assign this goal to other employees.
By selecting the appropriate permission level, you can control the distribution and assignment of department goals based on roles and responsibilities.
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.