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How can I manage goal types and customize them?
How can I manage goal types and customize them?
Livia avatar
Written by Livia
Updated over a week ago

In Teamflect, the ability to tailor goal types is a powerful tool for aligning organizational objectives.

As an administrator, you can effectively manage and customize these goal types through the admin center. This feature not only enhances the user experience but also ensures seamless integration with your company's unique requirements.

Follow these simple steps to manage and customize goal types:

Step 1

Access the admin center by visiting

Step 2

Locate the Goals module and select 'Manage goal types.'

Step 3

Adding new goal types & editing the existing ones

You can add as many distinctive goal types as you need by clicking the ''Add new goal type'' button, or you can customize the existing ones effortlessly by clicking the ''Edit'' button next to them.

Additionally, you can re-order the goal types by clicking the arrows on the left side. It's possible to modify their visible names and associate them with specific user attributes, such as department, division, country, or branch.

Lastly, determine the authorized users who can utilize these goal types.

While adding or editing goal types, first review the default Teamflect goal levels:

  1. Individual Level: For the goals to be assigned on an individual level.

  2. Group/Attribute Level: For the goals that are dependent on an attribute.

  3. Company Level: For the goals that are at the company level.

Step 3.1

To make adjustments to the existing goal types, click on the 'Edit' button.

You can also edit the default goal types, and you can modify their visible names, allowing for a personalized touch. Furthermore, if needed, link each goal to a specific user attribute previously established in Teamflect, as shown below.

Note: To learn more about setting user attributes in Teamflect, please refer to this article here. Additionally, it's worth noting that it's not possible to connect a user attribute to the Individual and Company level Teamflect goal types. However, you can select the ''Group/Attribute Level'' if you'd like to associate the type of goal with a user attribute.

By connecting the goal type to a specific user attribute in Teamflect, the system will automatically create a dedicated tab within the Goals module tailored to that user attribute.

This functionality mirrors the current setup, where, for instance, selecting the goal type as ''Department'' results in a dedicated ''Department'' tab in the app. Similarly, when a goal type is customized, the associated goals will be neatly listed under the relevant tab within the app.

Note: For the ''Group/Attribute Level'' types of goals, you can adjust the group level visibility.

  1. Users will only see the goals in their group: Users will have visibility over the goal only if they're in the assigned goal group. (If they're in the Sales department, they'll have visibility for the goals assigned to this department.)

  2. All groups will be visible to the users: Regardless of their inclusion in the group, they'll have visibility over the goals assigned to this group. (Even if they're not in the Sales department, they'll have visibility over the public goals assigned to this department.)

Step 4

Next, decide the authorized people for the goal type.

  1. Self Assignable: Available to all users, but can only be assigned to oneself.

  2. Managers to their direct reports: Accessible to managers (people who have at least 1 direct report) to be assigned to the direct reports. Only Managers can assign these goals to their direct reports and direct reports have no usage of this goal to assign to other users.

  3. Scoped Admins to the employees in their scope: Restricted to Scoped Administrators to assign to people who are in their scope only (ex: department, location, division, etc.) The Scoped Administrator access type is determined by the User Roles.

  4. Global Admins: Only the Global Administrators will have access to use that goal and assign it to other employees.

Step 5

For further customization, insert the HEX codes for the desired colors and select appropriate icons from the provided options.

Once configurations are finalized, save the changes.

The Goals module will then reflect your customized settings, ensuring seamless integration with your company's structure, preferred terminologies, and visual preferences.

Comprehensive Use Cases

  1. Enhanced Departmental Objectives

    Tailor specific goal types to align with the unique objectives of different departments within your organization. For instance, by customizing goal types for the sales team, you can focus on sales targets, client acquisition, and revenue generation. Similarly, for the marketing department, the emphasis might be on campaign performance, brand visibility, and lead generation. This alignment ensures that each department's efforts contribute directly to overall organizational goals.

  2. Strategic Employee Development

    Customize goal types to facilitate employee development and growth. By defining distinct goal types for skill enhancement, professional certifications, and training programs, you can actively support employee career progression. This approach not only encourages personal development but also contributes to a skilled and competent workforce, fostering a culture of continuous learning within the organization.

  3. Streamlined Performance Management

    Utilize customized goal types to streamline the performance management process. By assigning specific goal types to different employee roles, you can effectively monitor and evaluate individual and team performance. This approach allows for a targeted assessment of key performance indicators, enabling timely feedback and appropriate recognition for exceptional contributions.

  4. Promotion of Organizational Values

    Align goal types with the core values and principles of your organization. By integrating values such as innovation, teamwork, and customer-centricity into the goal-setting process, you can foster a culture that emphasizes these key principles. Customizing goal types to reflect these values reinforces the importance of organizational culture, promoting a cohesive and values-driven work environment.

  5. Facilitation of Cross-Functional Collaboration

    Customize goal types to encourage cross-functional collaboration and synergy. By creating shared goals that involve multiple departments or teams, you can promote collaboration and communication across different functions. This approach fosters a sense of unity and shared purpose, leading to increased efficiency, innovation, and overall organizational success.

  6. Adaptation to Changing Business Priorities

    Flexibly manage and customize goal types to adapt to evolving business priorities and market dynamics. By promptly adjusting goal types to reflect changing industry trends, market demands, and organizational objectives, you can ensure that employees remain focused on the most relevant and impactful goals. This adaptability promotes agility and resilience within the organization, allowing for effective responses to dynamic business environments.

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