What's the Goal Setting Stage?

Modified on Wed, 8 Nov, 2023 at 12:48 PM

The Goal Setting Stage is activated when it's necessary to set non-gradable objectives and goals that will become gradable during the Review Stage. In the Goal Setting Stage you will be able to create personalized flows of goal setting according to the needs of your company or use already defined flows.

Description of a goal setting flow

A goal setting flow is defined as a series of stages that allow managers to register non-gradable objectives and goals for their employees. For every stage of a goal setting flow, you must configure the following:

  • Creation, visualization and removal privileges for the roles of reviewer and/or reviewee in each stage.
  • Status in which every stage of the flow will be finished.
  • Sending of e-mail notifications for the finalization of each stage.
  • Flow of validation of the registered objectives and goals.

To know how to create and apply personalized or predefined goal setting flows, please see this article (in Spanish).

Definition of the Goal Setting Stage

1. Activate the stage.

2. Create/Choose the goal setting flow that will be used.

3. Configure the types of objectives and types of goals that will be used for the flow.

4. Configure the general settings of the Goal Setting Stage according to the needs of your company.

5. If necessary, configure the Goal Review Stage.

Other characteristics of the Goal Setting Stage

See more about the Goal Setting Stage in the following articles (all in Spanish):

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