Team Member Information
Profile pulled from Almcoe directory
S.M.A.R.T. Framework Reference
OBJECTIVE: Goal setting is your chance to focus on your performance, shape your year, and help you and your manager identify meaningful goals and expectations. You and your manager will align on 3-5 MBOs using the SMART goal framework below.
| Objective | Description |
|---|---|
| Specific | Clearly state your goal — who, what, when, where, and why |
| Measurable | Ensure goal is measurable; tie to metrics and quantifiable targets when possible |
| Achievable | Ensure goal is achievable and realistic given available resources and constraints |
| Relevant | Goal should be relevant to your career/job and tied to the overall business strategy |
| Time-bound | Set a specific deadline or timeframe for completion |
Performance Updates
Log progress notes throughout the year
| Date | Performance Update |
|---|
Your Signature
Team Member Signature
✍️ Sign here with mouse or touch
—
Team Goal Review
Manager Workflow: Team members appear below once they submit their goals for review. Open a record, review their goals, draw your signature, and click Sign & Approve to complete the process. Both parties can then download the final signed PDF.
Analytics Dashboard
Goals by Department
| Department | Users | Total Goals | ✅ Done | 🔄 In Progress | ⭕ Not Started | % Complete | Progress |
|---|
All Team Members
| Name | Department | Goals | Done | In Progress | % Done | Status | Last Saved | Actions |
|---|
Admin Panel
Branding & Document Settings
What each field controls
Company / Brand Name — appears in nav bar and PDF footer
Browser & Nav Title — sets the browser tab title and top-of-page name
PDF Header Title — large centered heading on every PDF
PDF Sub-Header / Year Label — e.g. "GOAL SETTING: 2026" shown under PDF title and used in email reminders
Primary Color — accent color throughout the app
Footer Notice — signature disclaimer text on goals form and PDF
📧 Email Provider
✏️ Email Template
Available variables:
{{to_name}} recipient's full name ·
{{goal_list}} formatted list of upcoming goals ·
{{days_notice}} reminder window (e.g. 30) ·
{{company_name}} from branding ·
{{year_label}} e.g. GOAL SETTING: 2026
📤 Send Reminders
Scans all users for goals due within the configured window. Skips anyone whose record is already fully signed.
All Users
| Name | Role | Emp ID | Goals | Status | Last Saved | Actions |
|---|
📅 Performance Year Management
Current Year:
Use this section to start a new performance year. Starting a new year will:
• Update the document header to the new year
• Export a full CSV backup of all current goal records
• Clear all goal records so every team member starts fresh
• Signatures, progress, and updates from the old year are archived in the CSV
Use this section to start a new performance year. Starting a new year will:
• Update the document header to the new year
• Export a full CSV backup of all current goal records
• Clear all goal records so every team member starts fresh
• Signatures, progress, and updates from the old year are archived in the CSV
⚠️ This action cannot be undone. A CSV will be automatically downloaded before records are cleared. Make sure to save it.
📋 One-time Supabase setup for historical archive: Run this SQL once in your Supabase SQL Editor to enable Supabase-level archiving:
CREATE TABLE public.smart_goals_archive (
id uuid primary key default gen_random_uuid(),
original_user_id uuid,
performance_year text not null,
archived_at timestamptz default now(),
profile_snapshot jsonb,
record_snapshot jsonb not null
);
ALTER TABLE public.smart_goals_archive ENABLE ROW LEVEL SECURITY;
CREATE POLICY "admin_all" ON public.smart_goals_archive FOR ALL TO authenticated
USING (EXISTS (SELECT 1 FROM public.profiles WHERE id = auth.uid() AND (role = 'admin' OR is_admin = true)));🗑️ Delete a Single User's Goals
Find a user by email and delete their goals record. Useful for corrections or re-starts.