Objectives
Set, align, and track objectives with practical guidance for admins, managers, and employees.
6 articles
- Manage, update and create objectives (with AI)Learn how to view, manage, and create objectives in Performance Leader. This comprehensive guide covers updating objectives, using quick update tools, collaboration features, AI-powered discovery, and creating objectives with Compass…
- Create and update objective templatesThis guide covers creating custom templates, adding input fields, managing alignments, and customising objective forms for different roles and teams.
- Create and update objective alignmentConfigure objective visibility settings, set up access permissions, and create custom alignments for different user groups in your firm.
- Manage objective alignment access and visibilityControl which users can see specific alignment areas based on their roles, ensuring relevant goal-setting options for different positions in your firm.
- Archive or delete objective alignmentsThis guide covers managing alignments, understanding deletion restrictions, and archiving unused alignments for administrators.
- Objectives reporting and analyticsThis guide covers objectives reporting and analytics, which includes engagement metrics, activity trends, quality analysis, and alignment reporting to help you monitor objective-setting across your firm.