What can I learn from this page?
How to create a team and team goals in Performance
Who is this guide for?
All goal creators and users
We know that not all teams follow a hierarchy structure or reflect the exact hierarchy listed in your employee database. Cross-functional teams may emerge and include individuals from different parts of the business. An agile team or working group may launch temporarily for the purpose of short-term or ongoing projects. Take for example a standard software delivery team, where members from different practices like design, engineering, and product management work toward a common goal.
For this reason, you can create Teams in the platform to support your teams no matter the organizational structure.
Create a Team
1. To create a team, navigate to the Home page on your navigation bar, scroll to the bottom tiles, click Cross-functional teams > Explore Teams
2. Click Create Teams to create a new team.
Add details to your team:
Team Description (optional)
Keep in mind, that whoever creates the team will be assigned Team Lead by default. Teams can have multiple Team Leads.
Edit, Archive, or Delete a Team
Team Leads can add and remove Team Members, edit team information, and create goals. Team Leads can archive or delete a team. Keep in mind, that archived teams can be restored, and deleted teams cannot be restored.
Archived teams are moved to the archived page, pictured below. To view archived teams, click Archived Teams in the upper right on the Teams page. The goals of archived teams remain viewable.
Roles within a Team
The Team Lead has the ability to create a team, add or remove Team Members from the team, and delete, archive, or restore the team. Additionally, the Team Lead can edit team information and create team goals. The Team Lead role can be held by multiple people on the team, and is assigned in one of these ways:
The user is creating a Team, in that case, they are automatically assigned as a Team Lead.
An existing Team Lead adds the user to a Team and as a Team Lead (Teams can have more than one lead.)
Team Members have the ability to view and create goals for the team.
Team Goal Owners
As the teams create goals, Team Leads and Team Members will be assigned as Goal Owners. Whoever creates the goal is designated as the Goal Owner by default. The Goal Owner can be modified at any time. Each goal can have multiple Goal Owners. Any Team Lead and Team Member can edit and update the progress of team goals, not just the Goal Owner.
View a Team
To view a team, navigate to the Home page on your navigation bar, scroll to the bottom tiles, click Cross-functional teams > Explore Teams
The My Teams section lists the teams you belong to. Just beneath it, the All Teams section shows you all the other teams that have been created by your organization.
Go to a team and click View to see Team Members and view their team goals.
Create Team Goals in Performance
Once a team has been created, any team members and team leads in that team can create and collaborate on team goals.
Click on Goals in the top navigation bar, click Create Goal > Team Goal.
If your team already has goals, click the Goals > Teams tab to view them.
You can now create goals from existing goals by selecting the goal of interest and pressing the copy option from the menu.
You can also create a goal from scratch by selecting the Create Goal option:
As you create a goal, add specifics:
Title: What is the main objective of the goal?
Add Description: Why is the goal important and what is the plan to achieve it?
Due Date: When should the goal be accomplished?
Team: Which Team should be accountable for managing the goal?
Priority: What is the priority level?
Alignment: Should the goal be aligned to a team goal, department goal, and/or company goal?
Key Results: What key results should be used to track and achieve the goal?
To add Key Results: once you click on + Add a New Key Result, a new key result can be added with the default values or more specific values
Number (from 0 - 9,999,999)
Decimal values cannot be entered
Edit Team Goals and Update Progress
Any member of a team has the ability to edit team goals and update progress, not just the Goal Owner. Learn how to update and track goal progress.
Team Goals Visibility:
Manager: Team goals are visible to managers in the dossier and individuals' profiles if their direct report is a Goal Owner and the visibility is set to Everyone.
Admin: Team goals are not visible to Admins in the dossier view. Team goals are visible to Admins in the individual profile view only if the individual is a goal owner and visibility is set to Everyone, or the Admin is a goal owner/ member of the team regardless of the visibility setting.