We’re thrilled to announce a new improvement in the Goals module! Admins now have greater control over department creation. Here’s what’s new:

Restrict Department Creation:

• Admins can now limit the ability to create departments via the Goals drawer.

Configurable Setting:

• This option can be easily managed under the Goals Setting tab in Settings.

Default Flexibility:

• By default, department creation is open to all employees, but with this new feature, admins can choose to restrict this capability to admins only.

We're excited to introduce Optional Text / Rating for Goals!

Flexibility in Mandatory Questions:

• Users can now choose either a rating or text response as optional, even if the question is marked as mandatory.

Enhanced Customization:

• This feature allows participants to focus on the response type that best suits their feedback style.

Improved Visibility & Access:

• Display tasks directly on the Peoplebox homepage, ensuring easy access and improved visibility without triggering notifications. This keeps team communication uninterrupted.

Streamlined & Transparent Task Management:

• Tasks remain accessible and discreet, minimizing disruptions and channel clutter, while maintaining transparency in task tracking for a more efficient review experience.

Introducing the ability to integrate goals with external sources directly during the goal creation process. This update streamlines goal tracking, enhances alignment, and reduces setup time.

Key Benefits:

• Immediate Integration: Connect external progress tracking tools while setting up your goals.
• Time Efficiency: Establish tracking from the beginning—no need for later adjustments.
• Improved Alignment: Maintain continuous alignment with external sources from the start.

Enable the 1-on-1 email summary feature to receive a detailed email with all notes sent to both participants after each session, keeping everything clear and organized. Here’s what this feature offers:

• Automated Summaries: Receive all session notes directly in your inbox for easy reference.
• Consistent Communication: Both participants have access to the same notes, ensuring alignment.
• Efficient Follow-Up: Refer back to key points to support timely and effective follow-up.

• Separate Review Sections: The Write Review phase is now organized with dedicated sections for Self, Peer, and Upward reviews. This makes it easier to focus on each phase and track progress clearly.
• Enhanced Progress Count: A new progress count appears alongside the progress bar, providing a quick snapshot of how many employees have completed the phases and how many have not for each phase and review type.

We’re excited to announce a much-anticipated enhancement to our goal-tracking system: Rolling Up Progress for All Progress Types. This feature enables users to roll up the progress of goals across all goal types—Numeric, Percentage, Currency, and Binary.

What's New?

• Roll up progress for all progress types, including Numeric, Percentage, Currency, and Binary goals.
• 2 new sections - Measure progress and Track progress to make it easier to add progress and tracking methodology.

• Set up milestone-based goals, with progress rolled up based on the defined progress tracking method.
• Customize how progress is tracked, either manually, via automatic rollup from child goals, or through a connected data source.

How does it work?

• Numeric Goals: Automatically roll up the numeric values of sub-goals (e.g., ARR growth goals).
• Percentage Goals: Aggregate progress as a weighted average, ideal for percentage-based goals like customer engagement.
• Currency Goals: Similar to numeric goals but tailored to financial metrics.
• Binary Goals: Track completion as either achieved or not, with child goals needing to be fully complete for the parent to be marked done.

Real-World Example

Take the example of increasing ARR: In the below example when the user checks in on the KRs the progress of the Objective gets updated automatically if Auto update by rolling up from the children option is selected.

Objective: Increase ARR from $1M to $2M

Key Results:

KR 1: Increase NA ARR from $400K to $800K

KR 2: Increase MENA ARR from $100K to $700K

We’ve introduced several updates to make managing links more efficient:

• Streamlined Link Editing & Deletion: Click on any link to access a menu with options to edit or delete it.

• Display of Link Comments: If a comment is associated with a link, it will now appear directly within the link menu, helping you easily track relevant discussions.

• Improved Auto linking Behavior: Auto-linking has been improved, text entered after a link will now continue as regular text without automatically linking.

Introducing Dynamic Participants and improved notification options to simplify review cycle management. This upgrade enhances participant engagement and ensures notifications efficiently reach the right people. Here’s what’s new:

• Two Options for Notifications:

1. Dynamic: Automatically sends to "Reviewees/Reviewers pending launch notification".
2. Static: Send to specific individuals (Reviewees, Reviewers, or Managers).

1. Dynamic Notifications: In dynamic notifications, the recipient list is automatically generated at the time the notification is triggered.
2. Static Notifications:

• Improved Participant Visibility in Independent Phases: For phases like goal selection, peer selection, and writing reviews, all participants are shown along with tooltips to provide clear guidance.

• Task-Based Visibility in Dependent Phases: For phases requiring dependency (e.g., goal approval, peer approval), participants are enabled or disabled based on task availability. For instance, if a manager has no goals to approve due to a reviewee not selecting any, a tooltip will display "No goals to approve."

We’re happy to announce an update to help you and your teams stay on top of your goals: the ability to filter goals is now live.

🚀 What's New?

Powerful Goal Filtering:

You asked, and we listened! You can quickly filter goals by goals cycle, status, check-in status and tags. Whether you need to find goals without a check-in or those needing immediate attention, you can now do it in a few clicks without combing through each goal manually.

Revamped Design

• We have made the design a lot cleaner for eas of use and brought all filters together in one place.
• Also, multiple cycles now come as a single view instead of 2 different views earlier.
• The goals summary now shows data as per the chosen goal cycles.

Filters include:

• Goal Status: See which goals are on track, behind, at risk, not started or closed.
• Tags: Filter by tags to zero in on specific goals or projects.
• Goal cycle: Filter by a goal cycle
• Check-in Status: Filter goals that have not been checked in quickly.
• Owners: Coming soon
• Goal Type: Coming soon
• Last Updated: Coming soon

🛠️ Where Can You Use Filters?

The new filtering capabilities are available across multiple pages:

• Company Goals

• My Goals
• Department Goals
• Individual Goals

As always, your feedback helps us make Peoplebox better. Try out the new filters and let us know what you think!