Goals
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Goals in incentive plans
Incentive plans pay variable compensation (bonuses) based on how much of their goals people attain. You build the plan...
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Set the goal period, frequency and targets
Every goal has a Goal period (the dates it covers) and a Target frequency (how often it is measured...
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How goal progress and status are calculated
Factorial turns a goal's start value, target value and current value into a progress percentage, and turns that percentage...
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About goals
Goals let you set measurable targets for people, teams or the whole company, split them into periods, cascade them...
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What changed in the new goals experience
The new goals experience replaces objectives with key results by a single kind of goal that can be split...
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My goals widget on the Home page
The My goals widget on Home shows how one group of your individual goals is going: the group's overall...
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See an employee's goals on their profile
The goals card on an employee's profile overview shows how their individual goals are going. It stacks one group...
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Use goals on the Factorial mobile app
The Factorial mobile app gives you access to goals from the Hub. Opening Goals shows the same goals list...
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Goals FAQ
This FAQ answers the questions customers ask most about goals in Performance > Goals, also called objectives, OKRs or...
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Troubleshoot goals
This article lists the most common problems with goals in Performance > Goals (also called objectives or OKRs), why...
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Read a goal's detail page
The goal detail page shows everything about one goal: its status, overall progress, attainment and target, the target of...
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Review an employee's goals in the side panel
The Employees view of Performance > Goals groups goals by person. Clicking a person, or their View details button,...
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Weight an employee's goals
Goal weights let you give each of an employee's individual goals a percentage that shows how much it counts...
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Assign a goal to people, teams or the company
The Assign to field of the New goal wizard decides who a goal is for: specific Employees, one or...
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See an employee's goals while you fill in a review
While you answer a performance review, the Goals tab of the View context panel lists the reviewed person's goals...
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Create a goal from an action plan
When a manager and an employee agree on action items in a performance review's action plan, you can turn...
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Cascade goals with parent goals and sub-goals
Link goals into parent goals and sub-goals so progress rolls up (Enterprise). Cascading goals let you build a...
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Edit a goal
You edit a goal with Edit goal, which opens the same two-step wizard used to create goals with the...
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Duplicate a goal
Duplicate goal creates a new goal from an existing one. It opens the New goal wizard filled with the...
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Delete a goal
Delete goal permanently removes a goal, its progress and its update history. Its sub-goals are kept as standalone goals,...
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Update the progress of a goal
Updating progress records a goal's latest value, either for the whole goal or for one of its periods, and...
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Find your way around the goals page
The goals page in Performance > Goals is one list with two views (Goals and Employees), cards with your...
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Goals permissions
Goals permissions decide who can see goals, create them, edit or delete them and update their progress, and for...
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Notifications when goals are created for a group
When you create goals with Create an individual goal for each person, Factorial creates them in the background and...
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Create a goal
You create a goal (sometimes called an objective, OKR or key result) with the New goal wizard in Performance...
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Choose how a goal is measured
The Type of metric of a goal decides how its progress is measured: as an amount of money (Currency),...