[Goal Management] Administrators with this permission can create and manage all goals for the company.
Creating Company Goals
You can create goals for your company. Company goals can only be created and managed by administrators.
Click [Create Goal] - [Company Goal] in the top right corner of the Goals screen.
Review the details in the goal creation form and fill in the information according to your goal.
Basic Goal Information
Goal Title: Enter the title of the goal.
Owner: Select the owner responsible for the goal. For company goals, the company is automatically selected.
Cycle: Select the cycle for the goal, or enter the corresponding period. If needed, you can manually enter a different period from the default cycle setting.
Parent Goal: If there is a parent goal, please select it. Only company-level goals can be selected.
Goal Description: Enter a description for the goal. Clicking the file icon in the bottom right of the input field allows you to attach reference files.
Goal Metric Settings
Update Method: Select how the goal will be updated.
Manual Entry: Manually enter the goal metric directly.
Average Achievement Rate: Automatically calculated based on the average achievement rate of sub-goals.
Sum of Values: Automatically calculated by adding up all sub-goals with the same unit of measurement.
Average of Values: Automatically calculated as the average of sub-goals with the same unit of measurement.
Unit of Measurement: Select the unit to measure the goal. You can set it as percentage, number, or amount (KRW, USD, JPY), and negative numbers or decimal values can also be entered.
Visibility Settings
Company goals can only be set to 'Visible to everyone'.
Creating Team Goals
You can directly create and manage goals at the team level.
Click [Create Goal] - [Team Goal] in the top right corner of the Goals screen.
Review the details in the goal creation form and fill in the information according to your goal.
Basic Goal Information
Goal Title: Enter the title of the goal.
Owner: Select the team responsible for the goal.
Team Manager: When you select the owner, the manager of the selected team is automatically selected. You can choose a different manager depending on the situation.
Participating Members: If there are members participating beyond the assigned owner, please add them. Multiple selections are possible, and participating members can update and edit the goal and receive notifications related to it.
Cycle: Select the cycle for the goal, or enter the corresponding period. If needed, you can manually enter a different period from the default cycle setting.
Parent Goal: If there is a parent goal, please select it. Only company-level or team-level goals can be selected. By default, the goals of the team corresponding to the owner are shown, and you can search to select a different goal.
Goal Description: Enter a description for the goal. Clicking the file icon in the bottom right of the input field allows you to attach reference files.
Goal Metric Settings
Update Method: Select how the goal will be updated.
Manual Entry: Manually enter the goal metric directly.
Average Achievement Rate: Automatically calculated based on the average achievement rate of sub-goals.
Sum of Values: Automatically calculated by adding up all sub-goals with the same unit of measurement.
Average of Values: Automatically calculated as the average of sub-goals with the same unit of measurement.
Unit of Measurement: Select the unit to measure the goal. You can set it as percentage, number, or amount (KRW, USD, JPY), and negative numbers or decimal values can also be entered.
Visibility Settings
Visible to everyone: Visible to all members of the company.
Visible to some: Visible to selected members only. Participating members, the manager of the owner team and participating members, and team members are included by default and cannot be changed. Additionally, you can directly add the parent or sub-teams of the owner's team, or individual members.
Creating Individual Goals
You can directly create and manage goals at the individual level.
Click [Create Goal] - [Individual Goal] in the top right corner of the Goals screen.
Review the details in the goal creation form and fill in the information according to your goal.
Basic Goal Information
Goal Title: Enter the title of the goal.
Owner: Select the owner responsible for the goal. Only individual members can be selected.
Participating Members: If there are members participating beyond the assigned owner, please add them. Multiple selections are possible, and participating members can update and edit the goal and receive notifications related to it.
Cycle: Select the cycle for the goal, or enter the corresponding period. If needed, you can manually enter a different period from the default cycle setting.
Parent Goal: If there is a parent goal, please select it.
Goal Description: Enter a description for the goal. Clicking the file icon in the bottom right of the input field allows you to attach reference files.
Goal Metric Settings
Update Method: Select how the goal will be updated.
Manual Entry: Manually enter the goal metric directly.
Average Achievement Rate: Automatically calculated based on the average achievement rate of sub-goals.
Sum of Values: Automatically calculated by adding up all sub-goals with the same unit of measurement.
Average of Values: Automatically calculated as the average of sub-goals with the same unit of measurement.
Unit of Measurement: Select the unit to measure the goal. You can set it as percentage, number, or amount (KRW, USD, JPY), and negative numbers or decimal values can also be entered.
Visibility Settings
Visible to everyone: Visible to all members of the company.
Visible to some: Visible to selected members only. Participating members, and the manager of the owner and participating members' team are included by default and cannot be changed. Additionally, you can directly add all members of the owner's team or individual members.
Editing and Deleting Goals
Administrators can edit and delete all goals in the company. You can manage goals individually or in bulk for convenience.
After selecting a goal, click the three-dot button in the top right corner.
You can change or unlink the connected parent goal.
Click [Edit Goal] to edit the details of the goal.
Click [Delete Goal] to delete it. Note that deleted goals cannot be restored, so please be careful.
Click [Add Goal] to create a new sub-goal or link an existing goal as a sub-goal.
On the Goals screen, hovering over a goal reveals a checkbox on the left, allowing you to select multiple goals for bulk editing and deletion.
You can bulk edit the start date, end date, team manager, and visibility settings.
Tip! You can quickly select multiple goals using the Shift key. Select the first goal, hold the Shift key, then check the last goal to select them all at once.
Creating Goal Drafts
When creating a goal, click [Save as Draft] at the bottom to save an upcoming goal as a draft.
Goals saved as drafts are only visible to the person who created them!
You can view saved goal drafts by clicking [Create Goal] - [Saved Goal Drafts] in the top right corner of the [Goals] screen.
On the [Saved Goal Drafts] screen, you can view all goals saved as drafts.
Click the three-dot button on the right to edit, duplicate, or delete a saved draft goal.
You can create additional draft goals by clicking [Add New Goal] on the [Saved Goal Drafts] screen.
You can link draft goals to each other in a parent-child relationship, or link them to already-created goals. If a team goal has already been created, try linking it to the team goal to create draft goals and prepare individual goals aligned with the team goal!
Once everything is ready, click the [Create Goal] button at the bottom to create the goals.
Duplicating Goals
If you want to create a new goal similar to an existing one, click the three-dot button on the right side of the goal and then click the [Duplicate] button to duplicate the existing goal.
When duplicating a goal, all data from the original goal is copied identically, except for the goal's metrics and status, sub-goals, and activity history.
Note that the duplicate feature is only available to administrators, the owner of the goal being duplicated, or the manager of the owner's team.
FAQ
Do members receive notifications when a goal is created/edited/deleted?
Do members receive notifications when a goal is created/edited/deleted?
When a goal is created, edited, or deleted, notifications are sent to members associated with the goal!
For company goals: No separate notifications are sent.
For team goals: Notifications are sent to the team manager, team members, and participating members.
For individual goals: Notifications are sent to the owner and participating members.
Please refer to the image below.
How are partially visible goals displayed to other members?
How are partially visible goals displayed to other members?
By default, you can only view goals that are within your visibility scope.
However, if a goal needs to be shown due to the goal hierarchy structure, or if there is a goal under a parent goal within your visibility scope that you cannot view, it will appear as [Private Goal] as shown in the image below, and you will not be able to view the details.
What is the maximum number of sub-goals that can be created?
What is the maximum number of sub-goals that can be created?
Including the top-level goal, up to 10 sub-goals can be created. This means you can create 9 sub-goals under a single goal. If you exceed 10, the + (Add) button will no longer be visible.
Can more than one owner be assigned to a goal?
Can more than one owner be assigned to a goal?
The owner can only be set to one team or one individual member. Please select one representative team or member responsible for the goal, and if there are additional members involved, add them as participating members!
I updated a sub-goal, but the parent goal's progress status has not changed.
I updated a sub-goal, but the parent goal's progress status has not changed.
If you updated a sub-goal but the parent goal's progress status has not changed, please check the following two things.
Check that the update method is set to an automatic calculation method (Average Achievement Rate, Sum of Values, Average of Values). This setting must be in place for the sub-goal's progress to be reflected in the parent goal.
Note that for Sum of Values / Average of Values, the calculation is based on sub-goals that share the same unit of measurement.
If there is no issue with the update method, check whether the parent goal's progress status is set to 'Completed'. If the progress status is completed (Achieved / Not Achieved / Cancelled), the progress status will not be updated even if sub-goals change.
Can goals be linked to performance reviews?
Can goals be linked to performance reviews?
When conducting a performance review, goals can be optionally linked through review item agreement. Please refer to the Review Item Settings Guide for more details!
What are the character limits for the goal title and description, and the file size limit for attachments?
What are the character limits for the goal title and description, and the file size limit for attachments?
The goal title can be up to 100 characters.
There is no separate character limit for the goal description.
The attachment file size limit for goals is 20MB.
Can draft goals be created even when goal creation approval is configured?
Can draft goals be created even when goal creation approval is configured?
Yes, it is possible. Since draft goals are not officially created (published) goals, no approval process is triggered when creating a draft goal. However, when you attempt to officially create the goals that were saved as drafts, an approval process will be triggered if goal creation approval has been configured.