Cascading Organizational Goals

An embedded communication tool for collaboration is now available, giving Managers with the View & Assign Goal permission enabled the ability to create individual goals for their employees!

Moreover, Admins & Managers have the option to cascade organizational goals and ask from Above Units/ Units/ Individuals to contribute to an organizational goal.

To do so, please find the desired goal, click on its title, select the Cascaded tab and hit Cascade goal:


Choose the desired (Above) Units or individuals and click on the Cascade button:Aboves_or_members.png

Change the current & the target value of the goal for the selected (Above) Unit/ Individual, modify the title if needed, and hit Save!


Please note that organizational goals are practically associated with organizational nodes (job and location); they are not associated with a specific individual. 

As an example, let's say that John Doe is a Unit Manager in the Unit "Thessaloniki" and John's supervisor assigns an organizational goal to John. The goal is practically connected with John's job and location. So, if his account will be deactivated in the future and if you had selected during the goal creation that the goal should stay only with the assignees who match the assignment criteria, the goal will remain assigned to the next user who will be assigned with the job of "Unit Manager" for the Unit "Thessaloniki".

Let's check now a more detailed example to make the "cascade" functionality more clear!

We will use the following Org structure for our example, where Greece is an Above Unit and Thessaloniki & Athens are Units:


The Head of Greece can create an Organizational goal and cascade it to the connected Units. Moreover, the Unit managers can cascade it as well and assign different goals to their individuals, if needed. For this example, the result will be the following one:



Once the individuals complete their goals, and the sub-goals will be completed, the original goal will be accomplished!

Was this article helpful?
0 out of 0 found this helpful