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Client Information Needed to Create an Account

Basic organizational information:

  • Company name
  • Website domain address
  • Company logo

Details to add users into the account (basic org chart):

  • Name
  • Email address
  • Job title
  • Department
  • Direct manager
  • User profile image (bonus – user themselves can add this later)

Desired period cadence

  • Will their periods be quarterly, 4-month, 6-month periods?
  • What is the start date of the first period?

It is advised to have this information on hand before you start creating the client’s environment in Goal Management. If so, this process would take less than 10 minutes to fully complete (depending on the number or users you will add).