By default Objective cycles apply to all active users in a Small Improvements account. Once you create a cycle and open it up to your team, anyone can start populating their goals.
But depending on how your organization manages the goal setting process, it might be useful for you craft specific Objective cycles solely for the use of certain teams or departments. Much as you do when creating a Review or 360 cycle in our platform, where you need to pick participants first.
Many companies find this process useful as they can get tactical with cycle structure and guideposts, tailoring the cycle settings to perfectly fit a team's workflow.
Because of this, we've built a Beta feature which allows the HR Admin of an account do restrict Objective cycles to designated participants.
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Once the feature has been enabled for your account, restricting an Objective cycle to participants is an easy process. When an HR Admin goes to create a new cycle (From either their Adminstration screen or from the "Company View"), the first section of the cycle set-up screen will include a new section:
Here you can either choose "All Staff", keeping the cycle open just as in the default version. Below is an example.
Or you can choose "Selected Staff", which opens up a user picker which displays a variety of ways to sort your team and pick the desired participants for a restricted cycle.
Watch this gif for an example:
Just remember: If you do not select yourself (the admin) as a participant- You can review the cycle from your company overview screen, but you can't create your own objectives within this particular cycle.
End user workflow
For your team, the objective creating experience is no different from a standard cycle. The key difference is that only the participants in a restricted cycle will see the cycle option when they click any of the "+Create Objective" buttons located throughout the platform.
In naming the cycle, we recommend referencing the team/department working in it. Not only will it be clearer to the team/department that this is "their" objective cycle. Below is an example.
But it will also be easier for you as an Admin when you are referencing multiple Objective cycles on your cycle adminstration screen.
Cycle Management and changing participants
From the cycle adminstration screen, you can also quickly review which participants are included in a restricted cycle. It is also super easy to make any adjustments to who has access, without needing to edit the cycle settings.
Where to edit employees in the cycle:
Below is a gif showing this process in action: