How to restrict users from creating Goals within a specific time period?

Profit.co provides an option to set restrictions for the users who create Goals on a specific time period.

Why this feature?

• Restricting goal creation during specific time periods helps ensure that goals are set only during designated planning cycles, maintaining alignment with organizational timelines.
• Limiting goal creation ensures that employees focus on executing current goals instead of creating new ones during critical periods, avoiding unnecessary disruptions.

Step 1 

Navigate to Settings → Performance → Goals from the left navigation panel.

Under the General category click on “Show Advance Options”.

Under the Goal Cadence, enable the “Restrict Goal to specific timeframe” toggle and set the days for restricting the Profit Users to create Goals. 

For instance, if we set 10 days for the Window Starts, the Profit User can start 10 days before the new Quarter to create a new Goal. Also at the same time, if we set 20 days for the Window Ends, the Profit User can’t create new Goals after 20 days from the beginning of a New Quarter.

Note: If the Profit user wants to create Goals within the specific time frame the normal approval process will be followed.If the Profit User wants to create a new Goal beyond the timeframe, they will not have access to create new goals.

Step 2

Under the Windows extensions section, Add approvers to People who can extend the window.

The approvers will be added as shown below,

Note: The user needs to get approval to create a new goal after the Extension Period. Now the user will have access to create Goals.

Related Answer Post

To learn the process of creating new Goals, click here.