In Schoox, a cascaded goal is a goal that originates from a high-level Organizational Goal and is broken down and assigned down the hierarchy to either a lower organizational node or specific individual learners.
Cascading is limited to the goal's assignee(s) if they have the "View & Assign Goals" permission; not the creator. Only whoever the goal is assigned to can cascade it further.
In the left navigation, navigate to the Team Workspace.
When in the Team Workspace, select Goals and then select Organizational Goals.
Here, select the desired goal. Under the Cascaded tab, select Cascade goal.
The Cascaded tab of an organizational goal is where every goal cascaded from it lives. Each cascaded goal is listed with its thumbnail, goal title, and description, along with who cascaded it (the assignor), who it was cascaded to (an individual assignee, or the org node when it was cascaded to a unit), the start date, due date, assignment date, target value, and its progress shown as both a progress bar and a numeric score. A goal that runs continuously is marked with a Continuous tag.
You can show or hide the cascaded goals listed under an organizational goal, so you can expand the list when you want the detail and collapse it when you don't. Select a cascaded goal's title or thumbnail to open that goal's About tab.
If nothing has been cascaded from the goal yet, the tab shows an empty state — "Let's set some cascaded goals" — inviting you to start by creating or cascading one.
If you are an assignee of the organizational goal and you have the View & Assign Goals permission, you will see a Cascade Goal button on the Cascaded tab. Select it to open the Cascade Goal page.
The Cascade Goal page opens with the context of the goal you are cascading — its description, its due date (the due date of the parent goal), the current value, the target value, and the progress — so you always know what you are cascading before you choose who to cascade it to.
On the Cascade Goal page you choose whether to cascade to units or to individuals using two tabs:
- Above units/units of your org structure — lists the above units and units directly connected to your org node, one level below.
- Team members of your org structure — lists the learners directly connected to your org node who hold a job, one level below only. Only team members lower in the hierarchy than you are shown. A learner's name appears next to their job; select a learner's name to see their tooltip.
A learner who holds two or more jobs in your direct above unit or unit is listed once for each job, each time with a different job shown next to their name.
Each row on either tab shows the org node title (or the learner's name and job), along with the cascaded goal's title, target value, current value, and progress percentage where a goal has already been cascaded. Every row also offers actions:
- Cascade — shown on an org node or team member that does not have a cascaded goal yet. Select it to open the Create cascaded goal modal, pre-filled with the values from the original goal.
- Edit — shown on an org node or team member that already has a cascaded goal. Select it to open the Edit cascaded goal modal.
- Delete — shown on an org node or team member that already has a cascaded goal. Select it to see a confirmation with Delete and Cancel options.
- Send message — shown on an org node or team member that already has a cascaded goal. Select it to open the goal's team chat in a modal titled "Team chat - Goal's title", where the recipients dropdown includes an All option along with the assignee(s) of the cascaded goal.
To find who you want quickly, you can search the list. On the Above units/units of your org structure tab you can search for the org nodes you can cascade the goal to. On the Team members of your org structure tab you can search for users and filter them by their org criteria. If there are no org nodes below your structure, the units tab shows an empty state — "No org nodes" — and if there are no team members in your org node, the team members tab shows an empty state — "No team members".
Choose the desired (Above) Units or individuals and select the Cascade button:
Selecting Cascade opens the Create cascaded goal modal (or the Edit cascaded goal modal when editing an existing cascaded goal). Every field is pre-filled with the values from the original goal, and you can edit each one: goal title, starting value, current value, target value, description, pillar, areas, numeric or non-numeric, increasing or decreasing, goal duration, unit of measurement, start date, due date, and whether to include the goal in performance reviews.
When you cascade a goal to an org node of your structure, a message lets you know that the goal will be assigned to the managers of the selected org node.
Change the current and target value of the goal for the selected (Above) Unit/ Individual, modify the title if needed, and save.
Once you save, the cascaded goals appear under the parent goal on the Organizational Goals list, and you can return to them any time from the parent goal's Cascaded tab.
Please note that organizational goals are associated with organizational nodes (job and location). The goals are not associated with a specific individuals.
As an example:
Let's say that John Doe is a Unit Manager in the Unit "Thessaloniki" and John's supervisor assigns an organizational goal to the job John does at his location. The goal is connected with John's job and location, NOT John. If he leaves at some point in the future and if the goal should stay only with the assignees who match the assignment criteria, the goal will remain assigned to the next user assigned to the job of "Unit Manager" for the Unit "Thessaloniki".
Let's explore another example:
We will use the following Org structure for our example, where Greece is an Above Unit and Thessaloniki and Athens are Units:
The Head of Greece can create an Organizational goal and cascade it to the connected Units. Moreover, the Unit Managers can cascade it as well and assign different goals to their individuals, if needed. For this example, the result will be the following:
Once the individuals complete their goals and sub-goals, the original goal will be accomplished.
NOTE: The supervisor cannot be changed once the goal has been created.