Interested in seeing your own objectives and those of your direct reports? How about knowing what objectives are at risk or are showing as behind this quarter? Use the 'All objectives' page to get an idea of how objectives are going across the board. These filters give you the ability to nail down objectives based on your chosen criteria. Keep reading for more information about searching for objectives using the 'All objectives' page + filters.
Success Center article 🗒: Understanding Objectives: All objectives
What are my options within each filter?
- By your org- options include 'My objectives', 'My direct reports' objectives', and/or 'My hierarchy's objectives'; ie "I want to see my direct reports' objectives, their direct reports' objectives, all the way down." If you do not have direct reports, some of these options will not appear for you.
- By groups- options include all objectives owned by people in the selected group; ie "I want to see all objectives owned by someone in 'Sales'."
- By owners- options include all people with public objectives or people whose private objectives you can view; ie "I want to see all objectives owned by Dwight Schrute."
- By direct reports- options include all of your direct reports' teams; ie if I am above Michael Scott and "I want to see all objectives owned by Michael Scott's direct reports." If you do not have direct reports, this option will not appear for you.
- By hierarchy- options include all of your direct reports' hierarchies; ie if I am above Michael Scott and "I want to see all objectives owned by Michael Scott's hierarchy." If you do not have direct reports, this option will not appear for you.
The 'Objective owners' filter is where you are going to go when you want to pull objectives for a specific person, team, or group. This filter allows you to select more than one option, in case you want to view multiple people's or multiple group's objectives. Alternatively, if you would like to see everyone's objectives, you can leave this filter blank.
Some common use cases of this filter: 1️⃣ "I want to see all objectives that I own AND objectives owned by my direct reports." You would select the filters 'My objectives' and 'My direct reports'. 2️⃣ "I am two levels above Dwight Schrute, and I want to see all objectives owned by his hierarchy." You would select the filter 'Dwight Schrute's hierarchy'. 3️⃣ "I want to see all objectives owned by anyone below me." The 'My hierarchy' option will show the objectives for your direct reports, their direct reports, and so on all the way down the hierarchy. 4️⃣ "I want to see all objectives owned by Pam Beesly, Andy Bernard, and Angela Martin." You would select these three people under the 'By owners' section of this filter.
- By type-options include 'Company-wide', 'Department' (and any other 'Group type'), 'Individual', and 'Self-development'; ie "I want to see all Department and Individual objectives that match my other selected filters."
- By department- options include all departments with objectives; ie "I want to see all department objectives that match my other selected filters." Remember that departments do not have members, which means this filter will not show you all objectives that are owned by members of the Sales group. Use the People filter>>> Groups>>> Sales to see this information.
Success Center article 🗒: Create a group type
The "Objective type" filter will enable you to look up objectives categorized as company-wide, department (or any group type), individual, and self-development. If you want to only look at one or a few departments (group types) at a time, you can select the specific department(s) to find all objectives that are assigned to that department.
Some common use cases of this filter: 1️⃣ "What are the Customer Success department objectives?" 2️⃣ "How many of our employees have self-development objectives?" 3️⃣ "I want to see all company-wide objectives and all Leadership department objectives."
- On track- this filter shows all objectives that match the other selected filters and whose last update was marked as "on track".
- Behind- this filter shows all objectives that match the other selected filters and whose last update was marked as "behind".
- At-risk- this filter shows all objectives that match the other selected filters and whose last update was marked as "at-risk".
- this filter shows all objectives that match the other selected filters and have not yet been given a status. If the objective owner has not submitted a 15Five since the objective was created or has simply not given the objective a status, it would fall into this filter.
The "Objective status" filter option will give you the opportunity to find objectives that are marked as on track, behind, at risk, or given no status. This is the green, yellow, red option that employees select when they are filling out their 15Five check-in or updating an objective; this search is based on the last updated status.
- All alignment- this filter shows all objectives that match the other selected filters, regardless of alignment.
- Aligned- this filter shows all objectives that match the other selected filters and are aligned with a parent or child objective.
- Unaligned- this filter shows all objectives that match the other selected filters, and are not aligned with a parent or child objective.
The "Alignment" filter allows you to see what objectives are aligned. What does it mean to be aligned? Either the objective is a parent objective or the objective has child objectives. Our research and the science behind objectives says that employees value being able to see how their individual actions roll-up to the company-wide objectives, so this filter will enable you to see what objectives are not aligned and take any needed action.
Start and End dates
Want to do a retrospective of the performance of last quarter’s objectives? Try filtering to that quarter’s dates. Objectives starting on or after the start date and ending on or before the end date. You can also filter using one of the two dates to find objectives starting on or after the start date OR to find objectives ending on or before the end date.
- Current: this filter option shows all objectives whose due date has not yet passed; ie another term for current might be 'active' or 'present'. If a date range is selected, current objectives are objectives who are open (not closed) AND fall within the date range selected.
- Open: this filter option shows all objectives that are open, ie have not been closed; ie "I want to see all objectives that have not been closed or archived."
- Past due: this filter option shows all objectives whose due date is in the past.
- Closed: this filter option shows all objectives that have been closed.
- Archived: this filter option shows all objectives that have been archived.
- Future: this filter option shows all objectives whose start date is in the future.
Searching by "Objective state" enables you to see all current, open, past due, closed, archived, and future objectives. If you would like to see all objectives regardless of state, feel free to leave this filter blank. Leaving this filter blank will likely yield a high number of objectives.
Some common use cases of this filter: 1️⃣ "What objectives are coming up next quarter?" Set the dates to match the start and end of next quarter. 2️⃣ "How did our company do last quarter on objectives?" Set the dates to match last quarter's dates. 3️⃣ What objectives are hanging out and need some action taken? Choose the option 'Open' to see what objectives have not been closed or archived + all current objectives given the date range selected.
Tags are first enabled and created by account admins via the 'Objectives configurations' page. Tags can be added to an objective(s) during the creation or editing process. Once enabled, created, and added to objectives, you can search based on tag or tags.
Examples of tags: Churn, Cross-functional, Development, Level 1 Priority, Level 2 Priority, Level 3 Priority, and any other theme that your company would like to track with regards to Objectives
If you would like to reset your filters and start a new search from scratch, simply select the 'Reset to default' button, and the default settings "Current" and "Company-wide" will be restored. The button is located in the top right of your Filters section.