Quick Start Guide for Employees

This one-pager contains all you need to know to get up and running with your new PeopleGoal account. Our guide is created for employees who have no direct reports, to help you understand the key areas of your PeopleGoal profile and manage your own items.

Scroll down to follow the guide in sequence, or jump straight to:

• Logging In

• Workspaces

• Apps

• Items

• Dashboard

Logging In

Every employee has their own profile on PeopleGoal that is created using your email address. If you have more than one work email you'll only be able to log in with the email that is attached to your account - that will be the address where you receive your welcome invitation.

• You'll receive an email inviting you to join your account.
• Click the link in the email to set a password and log in for the first time.

• To log in in future, go to www.peoplegoal.com/sign-in and enter your email and password.
• Note for accounts with Single Sign-On enabled, you may be required to set a password the first time you log in. Every login after that will redirect you to your SSO portal and you won't be required to re-enter a password.

When you log in you'll be taken to your Dashboard - we'll come back to that! For now, click the Workspaces icon in the lefthand menu to get started.

Workspaces

Workspaces are categories or themes for the HR processes that are installed on your account. Think of them as folders for groups of similar processes. For example, in the Onboarding workspace you'll find different apps for Onboarding Checklists, Pre-Onboarding Checks and New Joiner Surveys. Three different processes, all sharing the theme of Employee Onboarding.

• Click on a Workspace to open it and view the apps it contains.
• Or, hover over a workspace icon in the lefthand menu to view a list of its apps.

Apps

Apps are the most important part of PeopleGoal! An App is a process or workflow - whether that process is Performance Reviews, Development Plans, Engagement Surveys or completely custom apps designed by your account owners.

The real secret of the app design is how the process moves through States (stages in the workflow), with each state belonging to one Participant.

You might be a participant in many states within one app, or the only participant in the whole workflow! Every time the form moves to a state where you're the participant, you'll be notified that you have a task you need to complete.

• Click on an app to open it up and start to create your items.

Items

Items are the forms you create in each app, using the app template that's been designed and customized by your account owners. Your Quarterly OKRs are items created in the Objectives & Key Results app, or one of your vacation requests is an item in the Absence Management app.

Note: Permissions control what you can see and create within an app (and a workspace). Permissions are crucial to how apps are designed, but not vital for you to learn about to manage your own profile. If you want to, get a more in-depth explanation of PeopleGoal Permissions here.

Create an item

You can usually create items for yourself in any app. To do this:

• Click the blue New item button.

• Select New Draft Item and your draft form will pop up with all the details you need to complete.

• You don't have to fill everything out all at once - scroll down to the end of the form and click Save draft to update your changes.
• You'll be taken to the full item view to continue your edits.

Select participants

Most of the time your workflow participants will be pre-populated for you. These participants may include your line manager as an approver, your HR/People Ops Lead as a development coach or even your colleagues as Peer Reviewers. You'll see their names and profile pictures in the workflow view at the top of your item.

In some cases you'll be required to select a participant to own a state. You'll know you need to do that when you see a placeholder image and a note to "Select Participant".

• Click on the participant placeholder, then click Select user.
• Search for any account users in the search bar and click their name to assign them.
• Click the blue Set participant button to save.

Submit an item to the next state

Now you've got your participants all lined up and you've filled out your item in the state you own. Time to submit it to the next state in the workflow!

• At the bottom of your form, click the blue Submit to next state button.
• We'll run checks to make sure you've filled out all the required fields. If not, you'll see a red error message. Click this message to jump to the portion of the form you still need to complete.
• Then come back to the end of the form and click Submit to next state.

Your item is now off to its next participant for them to fill out their piece. Most of the time you won't be able to edit your item after you've submitted it, so you can always Save changes instead and return to your draft when you're sure you're ready to submit.

Open an item

Any items you participate in will be shown on the app homepage.

• Click your app name to return to the homepage.
• On the left you'll see four different views: You, Your colleagues, Your teams and All items. Select whichever of these makes sense for your role as a participant in this app.
• Click the item name to open it up.

Note that sometimes you may have "limited visibility" of an item, and a message will pop up when you try to open it. This means the item is hidden from you in its current state and you'll only be able to view it when you're the participant once again.

All these actions apply to every single app in your PeopleGoal account. Once you've learned the key actions for one app, you now know them all! And the last place that ties it all together is your Dashboard.

Dashboard

The Dashboard is your homepage in PeopleGoal. It's the first page you see when you log in and it's the best place to go to get a summary of all your data in action.

The most important section is your To-do area. This has a list of all the tasks and actions you need to complete, as well as your most important items. Any time you become an item's participant, that item will appear in your to-do list.

• Click the tile to open the item and complete your section.
• Once you submit it to the next state, the item will automatically be marked as done in the To-do section.

Sometimes items are also created for you - by your line manager, HR or another participant. Those will also appear in your to-do list and you'll receive a notification that you have a task you need to complete.

Now that you've got the basics down you're well on your way to becoming a PeopleGoal expert. If you've still got some burning questions check out or FAQs or head over to our YouTube channel to learn more about your PeopleGoal account.