Customize competencies, answers, questions, rating scales, definitions, and multi-level approvals. Review goal achievement and year-round feedback posts. All data is auto-saved by keystroke.

Use posts to capture important conversations, make private performance notes for later reference, or track 1-to-1 meetings. Posts can be made in GoalSpan, from email, or through Slack. Share posts with any employee, group, or company-wide. Use tags for simple categorization and search. All posts tagged to employees are included in the review. Add attachments or like posts to promote social encouragement.

Track all changes and view these changes by attribute. See key results with milestones and tasks. Improve accountability with progress notes and achievement. Customize goal/OKR and milestone labels, weighting, progress, and types. Link goals/OKRs and share corporate objectives to align workforce activity. Implement incentive compensation based on goal/OKR achievement.

Customize questions, ratings, participants, due dates, and recipients. Create surveys for all your needs, such as anonymous leadership feedback, peer reviews, organizational health, strategic planning, employee engagement, experience, and internal NPS (net promoter score).

Anonymous or open 360 with all participant groups averaged for a simplified view. Customize 360 forms, or chose sample question sets through our template builder. Real-time data available dynamically as survey results come in.

Display pending or completed performance ratings to calibrate and ensure consistency. View average ratings by employee, manager, job title, department, division, or location. Filter by category, competency, core values, or goal achievement.

Get notified of goal changes, new feedback, and performance management tasks. Receive reminders for all pending goal and milestone due dates and incomplete tasks. Notifications are emailed to users and display inside GoalSpan. Admins can view and manage a digest of all email notifications.

Setup custom approvers and assign multiple managers to work on the same review. Our Recall feature allows employees to easily retrieve self-assessments and goal plans for editing. Individuals can view workflow for each task, and admins can manage tasks compliance with views of participant workflows.

Customize acknowledgment language and track receipt of documents. Easily create acknowledgements for onboarding, handbooks, policies, and more. Manage compliance with high level reporting.

Determine gaps that lead to employee departure. Customize departure questions around internal culture. Look at exit interview data corporately to quickly find trends. Capture key qualitative and quantitative information. View collective departure data from the entire year.

Assign multiple admins and apply restricted access where needed. Use ala carte settings like goal admin, user preview, template editor, and compensation. Globally add or remove specific GoalSpan modules. Set global conditions for goal edits, adding goals, linkage, weight, progress, tasks, and goal/milestone labels.

In one convenient place store employee data for basic information, settings, and more. View reporting structures of your organization, get a quick glance into how your business is structured, clarify roles and responsibilities, see how to allocate resources best, and give staff insight into promotion channels.

Our drag-drop template builder lets you customize your content to fit all your needs. Use our suggested content to help you create templates. Evaluate goals, compare ratings, and view performance levels.

Align employee activities with strategic objectives. Gain full transparency of goals with progress and potential risk visibility. Keep goals up to date, track changes, and make frequent progress notes.