The Assign to field of the New goal wizard decides who a goal is for: specific Employees, one or more Team, Legal entity or Role, or the Whole company. A goal assigned to exactly one employee is an Individual goal; any other goal is a Collective (shared, team or company) goal. With Create an individual goal for each person, you can also create a separate individual goal for every person in a selection in one go.

Before you start

• Cascading goals (parent goals, sub-goals and the Based on sub-goals type of metric) are available on the Enterprise plan.
• You need Goals > Create key results.
• To assign a goal to a Team, Legal entity, Role or the Whole company, your Create key results permission needs the scope For the whole company. With any other scope, Assign to only offers Employees, limited to the employees inside your scope.
• Decide whether everyone should contribute to one shared goal (collective) or each person should have their own goal (individual). Only individual goals can be weighted.

Steps

Assign a goal

1. Go to Performance > Goals and click New Goal.
2. In Assign to, open the first selector ("Select a type") and choose one of the options below.
3. In the second selector, choose who the goal is for.
4. Complete the rest of the wizard and click Submit.

Create one individual goal for each person

1. Go to Performance > Goals and click New Goal.
2. In Assign to, select the people, team(s), legal entity(ies), role(s) or Whole company.
3. Under Options, select Create an individual goal for each person.
4. Complete the wizard and click Submit.
5. Wait for the email "Your bulk goal creation has finished". Each person now has their own goal with the same name, period and targets.

See who a goal is assigned to

1. Go to Performance > Goals.
2. Look at the Assigned to column: it shows the employee, the team, avatars of several people, or the company logo for company-wide goals.
3. For goals assigned to a team, legal entity, role or several people, open the row menu (...) and click View members, or open the goal and click View members. A side panel lists every member of the goal and their team.

Change who a goal is assigned to

1. Open the goal and click Edit goal (or use Edit goal in the row menu).
2. Change Assign to.
3. Click Continue, then Edit.

Rules and behavior

• If a goal is assigned with Employees to exactly one person, then its Type is Individual. In every other case its Type is Collective.
• If a goal is assigned to a Team, Legal entity, Role or the Whole company, then its members update automatically: people who join the team, legal entity or role get the goal, and people who leave lose it. No edit is needed.
• If a goal is assigned with Employees, then its members only change when someone edits the goal.
• If your Create key results scope is not For the whole company, then you can only assign goals to employees inside your scope, and every selected employee must be inside it.
• If you select more than 10 teams, legal entities or roles, then the wizard shows "You can select at most 10".
• If you select Create an individual goal for each person, then each goal is created for one person, is an Individual goal, and you get an email when all goals are created or when the creation failed (in which case nothing is saved).
• Create an individual goal for each person is only offered when you create a new goal from scratch. It is not offered when editing, when creating a sub-goal, or when creating a goal from an action plan.
• A goal is visible to its members' managers and admins according to their See key results scope: a person sees a goal when at least one of its members is inside their scope, or when they created the goal.
• Only Individual goals can be weighted in Edit weights.

Troubleshooting

• Symptom: "The type selector only shows Employees." → Cause: Your Create key results scope is not For the whole company. → Fix: Assign to individual employees, or ask an admin to create the team or company goal.
• Symptom: "A new team member can't see the team goal." → Cause: If the goal was assigned with Employees (a hand-picked list), new team members are not added automatically. → Fix: Edit the goal and add the person, or reassign it with Team.
• Symptom: "Saving fails with 'This collective has no members, so there is nobody to create goals for.'" → Cause: You used Create an individual goal for each person on a selection with no employees. → Fix: Pick a team, legal entity or role that has members.
• Symptom: "The Assigned to cell is empty." → Cause: The goal's team or role was archived or deleted, or the goal has no members left. → Fix: Edit the goal and assign it again.

FAQ

1. How do I set the same sales target for every salesperson?
Assign the goal to the sales Team (or select the people under Employees) and select Create an individual goal for each person. Each salesperson gets their own goal and their own progress.

2. What's a collective goal?
A goal shared by several people, a team, a legal entity, a role or the whole company. Everyone sees and contributes to the same progress.

3. Who can update the progress of a team goal?
The person who created it, and people whose Update key results' progress scope covers every member of the goal. See Get started with goals.

4. Does a company-wide goal show up for every employee?
It appears for every employee whose permissions let them see goals of at least one company member, which normally includes themselves. It shows the company logo in Assigned to.

5. Can I change a team goal into individual goals later?
Not directly. Create new goals with Create an individual goal for each person and delete the team goal if you no longer need it.