Overview
Keeping goals up to date is essential for maintaining visibility, accountability, and alignment across your organization. With Teamflect's Request Update feature, managers and colleagues can easily prompt goal owners to provide the latest progress on their goals without the need for repeated follow-ups.
This helps ensure goal updates are submitted on time, keeps stakeholders informed of progress and potential blockers, and makes it easier to monitor performance throughout the goal lifecycle.
How to Request Updates from Goal Owners
Step 1: Navigate to the Goals Module
Log in to your Teamflect account and access the Goals module from the main navigation menu on the left or dashboard.
Step 2: Locate the Desired Goal
Go to the My Team tab or another relevant tab.
Use search or filters if needed to quickly find the goal.
Step 3: Request Update
In the goal details section (under Last progress update), select Request Update.
Step 4: Notify the Goal Owner
Teamflect automatically sends a notification to the goal owner.
Optionally, add a personalized note to provide context.
Step 5: Goal Owner Provides Update
The goal owner can:
Change the status (e.g., in progress, completed, delayed).
Update progress with new data.
Leave a comment with additional context.
HR-Focused Use Cases
1. Improving Managerial Oversight
Managers can request updates without scheduling extra meetings or sending emails. This makes it easier to maintain visibility on critical goals while reducing administrative overhead and encouraging structured reporting.
2. Enhancing Accountability
The request feature nudges employees to regularly review and update their goals. For HR, this provides a more accurate and consistent record of progress, supporting fair performance evaluations and calibration discussions.
3. Increasing Transparency Across Teams
Timely updates make goal progress visible to all relevant stakeholders. HR can use this transparency to monitor alignment with company objectives, identify potential blockers early, and support cross-functional collaboration.
Final Thoughts
The Request Update feature in Teamflect bridges the gap between managers and employees by simplifying progress tracking. It encourages accountability, improves communication, and ensures HR and leadership have access to up-to-date data for better decision-making.