Teamflect

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Modules

Goals

How can I duplicate a goal in Teamflect?

How can I create a goal in a Teams chat conversation?

Can end-users override the Goal Check-in frequency set by the company?

How can I make goal comments private?

What are the different goal views?

How can I use department goals?

How can I see the goals of my department?

Company goals are listed in their own tab for easy viewing.

What is a company goal?

Goal check-ins include active, incomplete sub-goals, not parent goals directly. Progress tied to tasks isn't shown.

Which goals are included in Goal Check-ins?

How can I add labels to goals?

Goals are long-term objectives, broad and impactful, achieved over weeks or years, requiring tasks for completion. Tasks are specific, short-term actions supporting goal achievement, completed in days or hours.

What are the differences between goals and tasks?

What are the different goal types?

How can I edit the weights of my own and my team's goals?

How can I ask the goal owners for an update?

How can I assign a goal to multiple people?

How can I connect a goal to a Microsoft Teams group?

How can I see group goals in Microsoft Teams?

Choose from six goal measurement types: Percent, Value, Currency, 0/1, Roll-up from subgoal progress, and Roll-up from task progress.

What are the different goal measurement types?

Will the creator of the goal get notified when I make changes?

What happens when I leave a comment on a goal?

How can I unrelate a task and a goal?

How can I add related tasks to a goal?

Choose how to measure goal progress in Teamflect: Percent, Value, Currency, Completed/Not Completed, or Roll-up from subgoal/task progress.

How can I make subgoal progress affect parent goal progress?

Goal edit rights: creator, owner, owner's managers, Teamflect admins. All changes logged in "Progress Updates." Track changes in feed view.

Who has edit rights on goals?

How many levels of subgoals can we have?

How can I create a subgoal?

Who can see private goals?

Switch to Feed View in Teamflect to track goal updates in chronological order.

How can I see goal updates in a feed view?

How to Generate a Goal Description Using AI

Articles for End-Users

How can I enable goal weights in overall progress?

How to manage and rename goal statuses and enable automatic status updates?

How can I manage who can assign department goals?

How can I manage goal progress types?

How can I create custom goal labels?

Admins can bulk upload goals in Teamflect by downloading a template, filling in goal details, and uploading the Excel file after validation.

How can I create goals in bulk?

Admins can adjust goal check-in frequency in Teamflect by activating the "Goal Check-ins" feature, selecting intervals and start dates, setting specific days and times, and then saving the settings.

How can I customize the Goal Check-in frequency for our company?

How can I disable group goals tab?

How does the Goal Check-in functionality work in Teamflect?

How to enable the "All Goals" view

How do I restrict end-users' access to goal labels?

Customize goal types in Teamflect: Manage via Admin Center to align with your company’s objectives and structure.

How can I manage goal types and customize them?

To assign goals to multiple people in Teamflect, log in, go to the Goals module, and enable "Allow multiple goal owners."

How can I enable multiple goal owners?

How can I make goal owners edit their goals?

How can I make all the Goals/OKRs private by default?

Restrict who can create company goals in Teamflect: Go to Admin Center > Goals tab > Goal types > Edit Company goal and adjust permissions.

How can I limit the people who can create company goals?

How to Utilize the Goal Creation Notification Feature?

What is the Goal Check-in functionality?

Administrator consent requirement for the "Group goals" functionality

How can I create goals with AI?

This article guides admins on making goal descriptions mandatory, ensuring clear goal definitions and alignment with company objectives.

How do I make the ''goal description'' field required?

How to Enable Goal Description Generation with AI?

Articles for Admins

Reviews

Print or save Teamflect reviews as PDF: Open review, click the three dots, and select 'Print' or 'Save as PDF'.

How can I print a review?

How can I delete a review?

How can I send review reminders? (For Managers)

What are the different review states?

How can I start a new review in Teamflect?

How can I send back reviews for resubmission?

Automate X-day employee reviews in Teamflect with ease.

How can I start a probation review?

What are the different review flows?

After answering review questions, set a meeting to discuss them. Only reviewers or admins can finalize.

What happens when I click “Release & Finalize” in a review?

What happens when I click “Release for discussion” in a review?

How can I add a secondary reviewer to the reviews?

How can I add a 9-box grid to a review?

Who has access to the reviews about me?

How to evaluate a team in a 9-box grid?

Effortlessly elevate review responses with Teamflect's AI enhancement feature: Customize tone and length, refine language, review previous versions, and finalize with confidence.

How to enhance answers using AI in Reviews?

How can I change an attachment's visibility within a Review?

How can I find the existing question sets for the reviews?

Admins can change the reviewer of a review in Teamflect Admin Center by editing the review cycle.

How can I change the reviewer of the review?

How can I restrict our managers to initiate new reviews?

How can I see all the reviews created in our company?

How can I see the review cycles that I have started?

How can I add an e-signature section to the reviews?

How can I do a calibration for the reviews?

How can I see and update reviewees that are added in a review cycle?

How can I clone question sets?

How can I Assign Custom Calibrators to Reviews?

Which goals are shown inside reviews?

How can I set up automation for the reviews?

How can I start a new review cycle?

How can I include only parent goals in review cycle?

Admins can delete test reviews in Teamflect by opening the review and selecting "Delete" from the ellipsis menu.

How can I delete test reviews?

Admins can easily send test reviews in Teamflect for quality checks. Here’s a quick guide!

How can I send a test review?

Customize 9-box grids in Teamflect's Reviews module: Adjust axes, metrics, descriptions, and colors for tailored performance insights anytime.

How do I customize the 9-box grid displayed on user profiles?

Enable "Only include goals with weights" in review templates to focus on key, weighted objectives.

How can I include only goals with weights in the review cycle?

How can I unfinalize the reviews?

How can I view 9-box evaluations in the user's Teamflect profile?

Admins can easily send review reminders in Teamflect. Follow these steps to ensure timely submissions!

How can I send review reminders?

How can I filter the users by their attributes when starting review cycles?

Streamline calibration in Teamflect: Check calibration status, opt for bulk release, and finalize all pending reviews efficiently.

How to Bulk Release Reviews Waiting for Calibration?

Refine review templates in ongoing cycles with this guide: Access Admin Center, locate cycles, edit, reflect, review, confirm.

I've made changes to a review template. How do I apply this to the ongoing cycles?

How can I utilize the people picker in review questions?

How can I change the status of a review?

Enhance reviews with electronic and manual signatures for flexibility and authenticity in Teamflect.

How to Select the Signing Order in Reviews?

Enhance reviews with AI-assisted 9-box grid suggestions for accurate and informed performance evaluations.

How can I enable AI-based 9-box grid placement suggestions?

Enable AI-generated development goals in Teamflect review templates to streamline goal-setting.

How can I enable AI-based development plan suggestions?

How can I hide the ratings in the Review Result section from the reviewee?

How can I restrict who can use the "Enhance with AI" feature in Reviews?

Download all review data in PDF from Teamflect: access 'Reviews', choose cycle, click 'Download all reviews.'

How can I download all reviews in a review cycle?

Discover how you can create a Review question set with a few clicks!

How can I use AI to create Review questions?

Teamflect offers ways to include multiple reviewers' insights without direct dual-reviewer support.

Workarounds for Multi-Reviewer Scenarios in Teamflect Reviews

How to Restrict Goal Types in the Development Plan Section of Reviews?

Feedback

Give anonymous feedback in Teamflect: Select feedback type, choose visibility, and enhance open communication.

How can I provide anonymous feedback?

How can I set the visibility of the feedback requests I created for my direct reports?

How can I request feedback on behalf of my direct reports?

How can I request feedback from external users?

How can I summarize feedback using AI?

Effortlessly summarize direct report feedback with AI in just five easy steps.

How can I summarize my direct reports’ feedback with AI?

How can I give instant feedback to a colleague?

How can I ask for feedback for myself?

How can I send feedback in a Teams chat conversation?

What happens when I request feedback for myself or someone on my team?

Who has access to the feedback I receive or share?

Feedback requests expire in 4 weeks by default, adjustable by Teamflect admins. Users can adjust expiration dates if let by the company.

When do the feedback requests expire?

This article explains how managers and admins can request feedback on behalf of their team members during a 360-degree feedback cycle.

Requesting Feedback for Team Members in a 360-Degree Feedback Cycle

How can I see pending feedback requests?

How can I use AI to enhance my feedback?

Discover how you can read AI summaries of multi-faceted feedback.

How can I use AI to summarize 360-degree Feedback?

How to set up 360-degree feedback cycles?

By choosing from various template types (Default, Official, Manager to Direct Report, Direct Report to Manager, Self-assessment), you can control who sees and uses each template, facilitating targeted feedback collection.

How can I edit the default feedback templates?

How can I enable private feedback?

Can users change the default feedback expiration time?

Enabling "Free Form" feedback in Teamflect allows users to give detailed, personalized feedback.

How can I enable free-form feedback?

Control feedback visibility in Teamflect: toggle private feedback for managers and their direct reports.

How can I allow managers to ask for private feedback about direct reports?

How can I enable anonymous feedback?

Filter users by attributes like department, location, or managerial status in Teamflect's 360-degree feedback cycles.

How can I filter the users by their attributes when starting a 360-degree feedback cycle?

How can I bulk upload 360-degree Feedback participants via CSV in the Review Cycle?

How can I bulk upload 360-degree feedback participants in a feedback cycle?

Enable self-initiated 360-degree feedback cycles for users and managers in the Admin Center.

How can I enable users to initiate 360-degree feedback by themselves?

Discover how you can create a Feedback question set with a few clicks!

How can I use AI to create Feedback questions?

Meetings

How can I share our 1-on-1 meeting link with a colleague?

How can I add recurring talking points in Teamflect?

There are meetings I want to remove from Teamflect. How can I remove them?

How can I add hidden talking points?

How can I print the meeting page?

What are talking points in 1-on-1 meetings? Who has access to them?

Set default 1-on-1 meeting frequency in Teamflect to ensure consistent follow-ups.

How can I set my desired 1-on-1 meeting frequency?

I can't find my 1-on-1 meeting in Teamflect. What should I do?

How can I create a 1-on-1 meeting in Teamflect?

How can Teamflect identify my 1-on-1 meetings?

How can I add custom tips and resources that are visible in Teamflect 1-on-1 meetings?

Send meeting summaries in Teamflect via email with one click. Here's how to do it efficiently!