Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try the Goal Weights article which shows this feature in the Classic user interface.
Contents
Overview
Managers can assign weights to the goals of their direct reports. Goal weights convey each goal's importance and priority within a business period. For instance, if a user has 3 goals, one may be worth 40%, the other 50%, and the last 10%, making up the required total of 100%. Goal weights can also allow organizations to include weights in their external goal completion calculations for compensation purposes.
Enable Goal Weights
You can enable goal weights by going to Admin → Program Management → Goals → Weights.
On this page, you also have the option to allow all employees to add their own Goal Weights.
Note: If you're a Super Admin, but don't see the Weights page, contact please your Program Architect or Customer Success Manager. They will need to grant access to this page on the backend. Once done, you'll be able to view the page and make updates going forward.
Adding Goal Weights
1. If Goal Weights are enabled for all users, these will now be visible as a column in the Goals view.
2. Click on the "Weights" field. A pop-up window will then allow you to edit each individual goal weight as required, displaying a warning in the bottom left if the total of the weight percentages is under or over 100%.
3. Enter the weights for each goal.
4. Click "Save". The updated percentages will now display on the individual goals.
FAQs
Can direct reports set their own goal weights?
Yes. If this option is enabled (Admin → Program Management → Goals → Weights), direct reports will be able to set their own weights.
Can I add goal weights to team goals?
Yes. If you are a member of a team that owns a goal, you or your manager can set a unique weight for the team-owned goal. However, each member of the team will have their own unique, unrelated weight for the team-owned goal.
Can I set a custom name for weights?
Yes. You can set a custom name by going to Admin → Platform Configuration → Branding → Naming.