Performance Settings

#Feature Descriptions

Goal Types– Defines the scope of performance goals — whether for an individual, a department, or the entire company. Each type can have distinct visibility and management rights.

Key Metrics– These are measurable values used to track progress toward goals, such as percentage completion, revenue targets, or units sold.

Notification Preferences-Configure whether owners of goals or objectives receive alerts about new or updated items to stay informed.

1:1 Meeting Roles and Visibility– Specify which roles can view or manage one-on-one meetings, ensuring privacy and proper access control.

Meeting Permissions– Determine which user roles are authorized to create/manage meetings and who can view meeting details, keeping meetings aligned with organizational policies.

Example

Track progress and align teams with strategic goals

#Goal Types Access Control

Goal TypeCan Be Viewed ByCan Be Managed ByActionIndividualOwnerOwnerEditDepartmentOwnerOwnerEditCompanyOwnerOwnerEdit

#Key Metrics Management

TypeActionPercentageEditRevenueEditUnitsEdit

#Notification Settings

When enabled, owners will receive notifications when an objective is created.

SettingOptions/DescriptionWho can create or manage meetingsChoose roles: Employee, Admin, Manager, etc.Who can view meetingsChoose roles: Employee, Admin, Manager, etc.