This Getting Started guide will get any user up and running with apps, items and your PeopleGoal account. Learn how to set up your account, create a workspace and apps, and get your team started with a PeopleGoal Account.
For more advanced features and functionality, head over to the Becoming a Pro guide. Account owners can go to the Administration and Account Management guide to update account settings, create new relationships and manage teams.
PeopleGoal is a custom workflow builder for HR processes. PeopleGoal apps are powerful forms that incorporate multiple participants. But we're not your traditional, static form builder! PeopleGoal apps move through many states via custom triggers and actions. This allows you to easily execute complex HR processses that require input from lots of people.
Our apps can do (almost) anything! Whether you're looking for a performance review with multiple managers, an employee engagement survey that's adaptible to your industry standards, or an absence management portal; we've got you covered with a huge store of ready-to-go templates. You're also free to adapt the app templates and design your very own processes from scratch. Every organization's HR needs are unique, and we're as configurable as possible to reflect that.
These are some of the key terms everybody will come across when using PeopleGoal.
Apps are your processes / workflows - the core functionality of your account. In Performance Management for example, you'll have individual apps for reviews, one-to-one meetings, 360 feedback and OKRs/SMART goals. Or in our Development example below, you see apps for Training Approval, Development Plans and Career Development One-to-Ones. An app has a template for the form you want to complete which is completely customizable.
Items are an instance of an app created by a user. The performance review for employee Jane Smith is an item created in the Reviews app, or your Q1 objectives will be individual items created in the OKRs app.
Workspaces are the containers for all of your apps. Think of it as the topic or category for all of the apps within a workspace, like Performance Management or Employee Engagement.
States are stages in the app workflow. Every item can move through many states, with each state's participant being responsible for completing the form in that state and sending it on to the next state.
Permissions control the visibility of items, apps and workspaces. You'll see permissions like "create only", "create and edit" or "view only". Permissions can be configured right down to the app level, so you can have different workspace and app permissions.
Relationships are a link between two users - like Manager/Direct Report, Supervisor/Employee or Mentor/Team Member. You can have many relationships on PeopleGoal, meaning you're not limited to the traditional employee/line manager views.
Teams are groups of users. You can belong to many teams, and teams can connect to one another to build out a matrix organizational structure that reflects your actual working groups, not just a strict organizational hierarchy.
Got it? Let's get you started with creating your PeopleGoal account.