Goals: How to set goals in Engage – Deel

A goal is a clear, actionable objective that can be set at the individual, team, or organizational level to ensure alignment and drive success. For instance, a team goal might be to increase customer satisfaction ratings by ten percent within six months.

This article explains how to set goals in Engage. For a step-by-step guide, please see our tutorial.

Before you begin

To successfully set a goal in Engage, you:

Must be an Engage admin.
Must have Engage enabled on the organization.
Must have Goals turned on under Engage.

Step 1. Set a goal in Engage

1. Go to Engage > Goals.

2. Click Create new goal.

You must first set up your departments and teams. Once this is done, upon creating a goal, you can select whether it is individual, company, team, or departmental.

After naming and describing the goal, select the goal type: individual, team, department, or company.

Owners and visibility—whether private or public (admins can always view private goals)—must be added.

The progress metrics can be manual or automatic progress updates. Clients can add cycles, start dates, and create tags for easy filtering.

3. Click Save.

create goal.png

Step 2. Add a sub-goal to a set parent goal

Once a goal is created, child or sub-goals can be added.

1. From the list of goals, use the ellipsis (three dots) by the preferred goal to add a sub-goal.

add subgoal.png

The details to fill out are the same as for creating a parent goal, and the parent goal will already be attached, but there's an option to detach using the detach button.

Goals that have subgoals within them will be preceded by an arrow icon to show it's expandable.

subgoal details.png

Next Steps

After successfully setting goals for an organization or the employees within it, there's now a need to launch a review cycle. Check out our article on How to Launch a Review Cycle on Deel.

Frequently Asked Questions

[ACCORDION] Can admins assign goals?

Yes, admins can assign any goal to any employee

[ACCORDION] Where can weights be assigned to subgoals?

When the parent goal progress is set to "automatic," locate the option to "edit weights" under the parent goal. From there, weights can be assigned to each subgoal. However, it's essential to add the subgoals first to complete this process.

[ACCORDION] Is it possible for a manager to view their team members' goals without being the owner?

Yes, both managers and admins can view the goals, but managers will be able to see only the goals of their own teams, even if they are not the owners.

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