How a user can set an approver while creating a new Goal in Profit.co?

Profit.co provides users an option to set an approver who approves the newly created Goal by the user.

Why this feature?

• Setting an approver ensures that goals are reviewed and validated by the appropriate person, ensuring alignment and accountability across teams.
• Assigning an approver, creates a clear ownership structure, making it easier to track goal progress and ensure timely approvals for goal alignment.

Step 1

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

Under the Approval Flow section enable the toggle “Allow employees to define their own approvers.”

Note: Only Super Users can enable the toggle for the Profit users to set their own approvers for Goals.

Step 2

While creating a new Goal the Profit users can set their own Approvers and Submit for Approval.

Note: The approver can check-in the Pending Approval Goals menu and approve the Goal. After the approval, the user can make progress towards the goal.

Related Answer Post

To learn more about the approval flow for Goals, click here.