Only company administrators on the platform will be able to set up the company cycle, to learn more about it click here.
Step 01
Go to Settings > Cycle Settings menu.
Step 02
In order to start creating a new cycle, click on + CYCLE.
Step 03
Follow the steps below to set up the cycle:
Cycle Name: Enter the name of the cycle;
Base Period: Set the base period for this cycle, in other words, the year in which the cycle will occur;
Cycle Start: Set the start of the cycle;
Cycle end: Set the end of the cycle;
Situation: Choose whether the cycle’s status is open or closed;
Open: The cycle will be available for selection when creating goals.
Closed: The cycle will not be available for selection during the creation of
goals.
Active: Choose whether the cycle will be active or inactive. Inactivating a cycle will disable users from viewing it.
Window: At +WINDOW you can choose which fields will be available when creating key results/indicators and create time windows in the cycle. Click here to learn how to create windows.
To finish, click Save.
You will see all open cycles when you go to the Cycle Settings page. You can see the start date, end date, the number of linked goals, and how many goals are already completed.
At the top of the page, you can filter by name, status (active or inactive), or by open and closed cycles.
And that's it!
Our team is always available to answer your questions and help you solve your problems!