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Appogee Goals: Goals Configuration

In this article: 

Configuring Appogee Goals 

    Creation & Approval

    Goal Visibility

    Tasks

    Auto Lock/Archive


Appogee Goals is available as a standalone item or as part of our Appogee HR Success package. If you have Appogee Goals standalone, the menu on the left will detail all aspects of Goals. If you have Appogee HR Success, you will have a Goals item in your first level menu, and Goals specific items in the second level menu. 


Some specific configuration is required to control the default sharing of information in Appogee Goals and who in the organisation is able to do what. Users with the HR Manager role have access to the Goals Configuration menu. 


You'll likely complete the configuration as part of your set up of Appogee Goals, however it's possible to make changes to this when you need. 


Configuring Appogee Goals


A lot of the permissions and sharing can be managed within each Goal - the author or owner of a Goal has access to manage this. However there are some Organisation wide configuration options to consider. 


Go to Process Config > Goals Configuration. You'll see config is split into 4 sections - Creation & Approval Goal Visibility, Tasks and Auto Lock/Archive.


Creation & Approval

It's possible to determine which user roles can create and approve Goals in Appogee Goals. There are various combinations you can have of these, and they're split into Goal types. Company Goals, Team Goals and Personal Goals. 



If a Goal has multiple Required Approvers, they will all need to approve the Goal before it changes status. There needs to be at least one Required approver for each Goal Type - Company, Team & Personal. Additional appovers can optionally be selected when the Goal is being submitted for approval.


Goal Visibility

Goals visibility is set up at the point of creating a Goal and can be changed using the Share button of a Goal. The Goal Visibility section of the Goals Configuration page allows you to determine the Visibility of Goals for non-collaborators. Users with the Goal Manager role will have visibility of all Goals. 



Tasks

Tasks are associated with Goals and provide additional support for how you are going to achieve your Key Results. They are often short term in nature and can take the form of a to do list. Task progress does not affect Key Result progress. Use this page to establish which Goal Types have the ability to add tasks. You can also set up Task statuses here and enable custom task types. 



Auto Lock/Archive

Goals can be locked, once a Goal is locked you cannot make any changes to it, but it will still be visible on the Goals pages and Dashboard widgets. Goals can also be archived when they are no longer in use. These Goals will no longer be visible in the Goals pages. 


Use this page to set the number of days after the Goals have expired for it to be automatically locked and archived. 



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