Understanding goals in Frankli is important as they are built out across your company. Below are a few important points that will help you get started.
1. What makes a valid goal?
For a goal to be successfully created, it requires:
- 1 or more owners
- 1 or more key results
- A goal end date
- Visibility set (Public, Private)
Optional extras include:
- A key result end-date
- One or more tags
2. Who can create goals?
- All employees have the ability to create personal and department goals.
- As an employee, you can only create a department goal for the department you are in.
- A manager has the added ability to create personal goals for their direct reports.
- Goal Admins have the ability to create personal goals for anyone, department goals across all departments as well as company goals. (Super powers!)
2. Who can see/view goals?
- Department goals across all departments and all company goals are public in Frankli and can be seen by all active employees.
- Employees are able to see other employee's public goals directly from their public profile. Visibility is limited to only public goals.
- Managers can see all of their direct report's goals regardless of whether they're public or private. Private goals can only be seen by the goal owner and their manager.
- A Goal Admin can see all goals types created in Frankli by all people.
3. Who can be a goal owner?
- Any employee can become a goal owner
- All goals created in Frankli need to have at least one goal owner associated with it.
- Any personal or company level goals can have one to many goal owners.
- Department goals can only have people within the same department as goal owners.
4. Who can make changes to a goal?
- A goal owner has the ability to edit, update, archive, delete or mark a goal as complete.
5. Who can comment on a goal?
- Any active employee within your company who can see a particular goal, can add a comment to it. All comments are public.
6. Who can delete on a goal?
- A goal owner has the ability to delete a goal.
- Department goals cannot be deleted if a personal goal is aligned to it.
- Company goals cannot be deleted if a department goal is aligned to it.