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Appogee Goals: Set Up Guide

In this article:

Configuration

Teams

Add Employees


Appogee Goals enables an organisation to implement and maintain an OKR framework to ensure collaboration and alignment of effort across all teams. 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 or Goal Manager role have access to the configuration part of Appogee Goals. 


Before you set up Appogee Goals, it's a good idea to take a look at our articles on what OKRs are and how to use Appogee Goals.  These articles will help you get an understanding of the system and the methodology used, so you can be sure to set it up in a way that will work best within your organisation. 



Step 1: Configuration


You can set up Appogee Goals in a variety of ways, in order to get the most out of the product and to offer you the flexibility to roll out the OKR framework in a way which suits your organisation. There are 4 aspects of the configuration section: Creation & Approval; Goal Visibility; Key Results Formats and Tasks.


Go to Process Config. 



Creation & Approval

There are three different Goal Types within Apogee HR - Company, Team and Personal Goals. It's possible to define who has the ability to create and approve Goals by Goal Type. Goals need to have at least one required approver, with optional additional approvers. If additional approvers are configured, the user submitting the Goal for approval will have the opportunity to send it to them for approval as well as the required approver. 


Choose Approvers and Creators from a list of roles, or click the Add Employee button to grant access to specific individuals. 


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 allow additional functionality within a Goal, and allow employees to work actively towards their Key Results by creating and keeping track of a task list within the Goal. You can enable or disable the ability to create Tasks per Goal Type. Tasks need to have a status associated with them, you can use the example Project Status set, or create your own by clicking the +Add button. 


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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Step 2: Teams


Setting up Teams is the next logical step in setting up Appogee Goals. Your team structure will build the Org Chart feature and allows for the visibility and collaboration of Team Goals.  Every employee must belong to a Team, however it is possible to manage a Team you are not a member of. 



Take a look at the following articles to assist you with setting up your Teams:  Setting up and Editing Teams, Configuring your Org Chart and Deleting users & teams


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Step 3: Add Employees


There are 3 possible ways to add Employees into Appogee Goals - manually, by CSV or through one of our integrations. All of these give you the option to add your Employees to the correct teams and give them access to log into Appogee Goals. 


Manual Registration  

The Add Employee section of the left menu will take you through the manual registration of an individual user. It's a simple form split into three sections for you to work through. To complete this process, you will need the employee's Name, Team, Work Email Address and Start Date. This is a good way of adding users on an ad-hoc basis. 




CSV Upload

If you want to upload users in bulk, it's best to use the CSV upload, which will automate the process. Within the Add Employee section, there's a CSV upload option. For the CSV to work, just download the template, fill it out exactly as requested in the guide, and upload it to the system. 



Integration

It's also possible to add users associated with your domain through our integration options - G Suite, Office365, Xero and Hire by Google. You'll need to set up the integration first, before you can start adding users. For more information about the relevant integrations we provide, please see the following guides: Integrations


Adding a user through the integration will take you through a similar wizard to the manual registration. Further information can be found here: Adding users through Integration.


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