This one-pager contains all you need to know to get up and running with your new PeopleGoal account. The guide is suitable for all employees and team leads to help you understand the key areas of your PeopleGoal account, and how to create and manage your items.
Scroll down to follow the guide in sequence, or jump straight to:
These are some of the key terms everybody will come across when using PeopleGoal.
Every user has their own profile on PeopleGoal that is created using your email address. If you have more than one work email you'll only be able to log in with the email that is attached to your account - that will be the address where you receive your welcome invitation.
When you log in you'll be taken straight to your Dashboard.
The Dashboard is your homepage in PeopleGoal. It's the first page you see when you log in and it's the best place to go to get a summary of all your items in the account.
The Dashboard has tabs for different views, and all of your workspaces, apps and menus are in the lefthand navbar. Your user menu and notifications are in the top right corner.
The most important section is your Action List. These are all the tasks and actions you need to complete. Any time you become an item's current participant, that item will appear in your action list.
The You tab shows all of the items you own in every app. It's different from the Action list because it shows everything you own whether you're the current participant or not. So if you've created a goal and sent it to your manager for approval, the goal will be on their action list until it's sent back to you, and you can always find it in the You tab.
The Your Colleagues tab shows all the people you're connected to through the default Relationship - typically this is a line manager and your direct reports.
The News section shows a feed of all posts and schedules from your apps, workspaces and teams pages. They're quick links to important information.
Workspaces are categories or themes for the HR processes that are installed on your account. Think of them as folders for groups of similar processes. For example, in the Onboarding workspace you'll find different apps for Onboarding Checklists, Pre-Onboarding Checks and New Joiner Surveys. Three different processes, all sharing the theme of Employee Onboarding. Click on a Workspace to open it and view the apps it contains.
Apps are the most important part of PeopleGoal! An App is a process or workflow - whether that process is Performance Reviews, Development Plans, Engagement Surveys or completely custom apps designed by your account owners.
The real secret of the app design is how the process moves through States (stages in the workflow), with each state belonging to one Participant. You might be a participant in many states within one app, or the only participant in the whole workflow! Every time the form moves to a state where you're the participant, you'll be notified that you have a task you need to complete.
To explore your apps, open it up from the Workspace page or by hovering over the workspace in the lefthand menu and click an app name.
All of your apps are laid out in exactly the same way, so once you know how one app works you know them all! The Home tab shows posts and schedules set up by the app owners which are usually instructions and important deadlines in this process.
You can also Create Items from the homepage, which we'll cover in the next section.
The Your Items tab shows all of the items in which you're the main participant. So if you're the Goal Owner you'll be able to see all of your goals here, in any state of the workflow.
Note that sometimes you may have "limited visibility" of an item, and a message will pop up when you try to open it. This means the item is hidden from you in its current state and you'll only be able to view it when you're the participant once again.
The Your Colleagues tab will show your default relationship counterparts - just like it does on the Dashboard. So for Supervisors you'll see your team members listed here.
And finally you have the All Items tab. This shows all the active items in the app that you have permission to see. So for app owners or those with "Create and view" permissions you'll see all items, and for team leads you'll see a full list of all items owned by your direct reports.
On all of the views you can further filter the items in a few different ways.
The first is the Search filter. Click in this field to search by an item owner, for example to see all Reviews for one direct report.
Then you can select to view by Status. Click the "Any current status" drop-down and select another status flag, for example to only view Completed reviews.
And finally you can view by participant - to show only items in which you or a colleague is one kind of participant. For example, if an app owner wants to view all reviews for one Supervisor, you can select the Supervisor participant here, then filter by one user.
Items are the forms you create in each app, using the app template that's been designed and customized by your account owners. Your Quarterly OKRs are items created in the Objectives & Key Results app, or one of your vacation requests is an item in the Absence Management app.
Note: Permissions control what you can see and create within an app (and a workspace). Permissions are crucial to how apps are designed, but not vital for you to learn about to manage your own account. If you want to, get a more in-depth explanation of PeopleGoal Permissions here.
You can usually create items for yourself in any app. To do this:
Most of the time your workflow participants will be pre-populated for you. These participants may include your line manager as an approver, your HR/People Ops Lead as a development coach or even your colleagues as Peer Reviewers. You'll see their names and profile pictures in the workflow view at the top of your item.
In some cases you'll be required to select a participant to own a state. You'll know you need to do that when you see a placeholder image and a note to "Select Participant".
Now you've got your participants all lined up and you've filled out your item in the state you own. You have two options on the form: Save changes or Submit to next state.
Your item is now off to its next participant for them to fill out their piece. Most of the time you won't be able to edit your item after you've submitted it, so you can always Save changes instead and return to your draft when you're sure you're ready to submit.
All these actions apply to every single app in your PeopleGoal account. Once you've learned the key actions for one app, you now know them all! Head back to your Dashboard to track your items in progress and complete your Action List.