Cascade Goals and Measurements to Multiple Employees

Managers can cascade goals and measurements to multiple employees at once in Trakstar Perform. This feature is useful when several employees are working toward the same objective, allowing you to assign goals and measurements efficiently without adding them individually.

Cascade Goals

Step 1: Open the Goals library

1. Log in to Trakstar Perform as a manager.
2. In the left navigation menu, expand Track Goals.

3. Select Goals.

   

The Goals page displays your goals library, where you can:

• View goals you've created.
• See which employees are assigned to each goal.
• Create new goals.

Step 2: Create a goal (Optional)

If the goal does not already exist:

1. Select Add Goal.
2. Enter a Name for the goal.
3. Enter a Description.
4. If multiple rating scales are available, select the appropriate Rating Scale.
5. Save the goal.

Step 3: Cascade the goal

1. Locate the goal you want to assign.
2. Select Cascade.

Step 4: Configure the cascade

On the cascade screen, configure where and to whom the goal should be assigned.

Choose the review section

Select the section where the goal should appear in each employee's review.

Depending on your organization's configuration, you may see one or multiple goal sections.

Filter employees

By default, your direct reports are displayed.

You can refine the employee list by:

• Direct reports
• Subordinates (employees who report to your direct reports)
• Review state (such as Goals and Notes)
• Groups
• Positions
• Additional available filters

Step 5: Assign the goal

1. Select the employees who should receive the goal.
2. Select Cascade.

After the process finishes, you'll return to the Goals page, where you can view everyone currently assigned to that goal.

Cascade Measurements

Measurements can also be cascaded to multiple employees.

Important: Measurements can only be cascaded to employees who already have the associated goal in their review.

Step 1: Open Current Measurements

1. Expand Track Goals in the left navigation menu.
2. Select Current Measurements.

Use the switcher in the upper-right corner to choose whether to display:

• Direct report measurements.
• Measurements for all subordinates.

Step 2: Select the measurement

1. Select the measurement you want to cascade.
2. In the dialog that appears, select Cascade.

You can also choose to view the employee's review from this window.

Step 3: Cascade the measurement

The measurement cascade screen functions similarly to goal cascading.

1. Configure the available filters.
2. Select the employees who should receive the measurement.
3. Select Cascade.

The measurement is added to each selected employee's review.

Important Considerations

• Measurements can only be cascaded to employees who already have the associated goal.
• Only measurements belonging to your direct reports can be cascaded.
• Measurements created for subordinates (employees who report to your direct reports) cannot be cascaded.
• Only an employee's direct manager can cascade that employee's measurements.

You can return to the Current Measurements page at any time to monitor measurement progress, including completion status, start dates, and other progress details.