How to Set Goals in ActivTrak

To create alignment, encourage a healthy work-life balance, and set clear expectations, goals can be set at the account level as well as for specific teams within Insights. 

Progress toward goals is reflected in several Insights dashboards, so it's important to customize goals for the needs of the organization and each team. Watch our training below and read this article for additional details on:

• How to set goals for teams
• How to set account-level goals
• How to handle goal-setting for part-time workers

Who can set goals?

By default, Admins and Configurators have the ability to set goals for their Viewable Groups. This setting can be enabled for Power Users and Viewers at the individual user level.

To enable this permission, navigate to Settings > Access > App Access, locate the user whose permissions you want to change, and click the value in the 'Viewable Groups' column. From the 'Viewable Groups' dialog box, check or uncheck the 'Set Goals' box next to the group(s) for which the user can set goals.

How to set goals for teams

Note: Depending on your plan, you may only be able to set goals at the account level. Learn how to set account-level goals here.

1) Navigate to Insights > Benchmarks & Goals 

2) Use the Metric filter to select the type of goal you want to set:

Productive Hrs / Day, Focused Hrs / Day, or Collaboration Hrs / Day

3) Use the Team filter to select the team you want to set a goal for

4) Enter the goal (in hours) in the Goal field.

Note: Goals can be set in half-hour increments and must be a minimum of 0.5 hours.

Tip: Need help determining appropriate goals for your teams? View aggregate data for ActivTrak's customer base in our Benchmarks Guide. This can also be found by clicking the 'External Benchmarks' button in the top right corner of the Benchmarks & Goals dashboard.

5) Set the goal by hitting the return key or clicking anywhere outside of the Goal field. A banner will appear at the top of the screen with a message that confirms the goal has been set. To set goals for other metrics and/or teams, repeat the steps above.

NOTE: If a user belongs to more than one team, the user will be assigned the goal of the team with the highest value for Productive Hrs/Day. If the goal value happens to be the same, then the highest value for Focused Hrs/Day is used for tie-breaking purposes.

How to set account-level goals

Productivity goals can be set for all teams in your ActivTrak account (including existing and future teams) via one easy setting. 

To access this setting, navigate to Insights > Configuration and scroll to Account-Level Goals under Metrics, as shown in the image below.

NOTE: Changes to goals (both at the team and account level) will not be reflected until the next data load (data updates once per day).

How to handle goal-setting for part-time workers

Many organizations have part-time employees or contractors who work fewer hours than their full-time team members, so team-level goals do not reflect their expected productivity. To ensure part-time workers are measured against the appropriate goals, follow the instructions below.

1. Create 2 Groups and assign a Productive Hrs/Day Goal to each group based on the expected number of working hours:
   
   • 1 Group that includes all full-time employees
   • 1 Group that includes all part-time workers
2. Create a Group for each team in your organization (or the subset of teams that are monitored in your ActivTrak account). These Groups should include all full-time and part-time workers within each team.
3. Set a goal for each team-based Group that reflects the lowest common denominator — the lowest goal for anyone on the team.*
   • If a team includes part-time workers, the team's Productive Hrs/Day goal should match the goal for the Part-Time Workers Group you created in Step 1.

* Users who are members of more than one Group are measured against the highest goal for any Group they belong to. When the team goal is set to the lowest common denominator, full-time employees will be measured against the higher goal of the Full-Time Employees Group.

Example:

Progress against goals is reflected in the following dashboards:

• Executive Summary
• Team Comparison - Productivity
• Activity Breakdown 
• Work Efficiency 
• Personal Insights

Learn more:

• Benchmarks & Goals
• ActivTrak Benchmarks Guide
• How to Use Benchmarks to Assess Your Team's Productivity
• Insights Overview
• Roles and Permissions for Access to Your ActivTrak Account
• Contact Support