User Acceptance Testing for Goals and Goals Check-In

After your Customer Success Manager has your instance of Reflektive up and running, along with the Goals Module enabled, we have a list of actions for your team to test out to ensure that everything is behaving the way it should.

Follow these steps to go test each user story test case (Individual Contributor, Manager and System Administrator):

  1. Follow the testing steps for each user story - start by logging into at www.reflektive.com/app. Click on the "Goals" tab, then go through the Action column below.
  2. Compare your results to the listed expected result (where applicable).
  3. Document your observed results if they were different than the expected result. You can either click on the checkboxes and then print out this page or, if you want a more detailed progress sheet you can work off your machine, please use the template below to track your results.
  4. Document whether or not the test passed or failed. Where there is a failure or additional question(s), contact your Onboarding Manager/Customer Success Manager.
Full_UAT_Guide_-_Goals.xlsx

After logging in, go through the relevant sections below:

Goals Home Page (Individual Contributors)

ACTION

STATUS

 1. Add a new goal.
  • Add goal title/objective
  • Add applicable key results
      • For each key result select a measure (checkbox, percentage, number or dollar amount)
    • Add a due date.
    • Select whether the goal will be public or private.
      • Public: Visible to all employees in the plugin and searchable in the web application.
      • Private: Visible only to your manager. Not searchable.
    • Select a goal category (if applicable).
  • Save

   Complete

 2. Update key result completion for at least one key result and save. Do the completion percentages for the objective and that key result update?

  Complete

 3. Archive a goal. This marks a goal complete.

  Complete

 4. Click the Active Goals dropdown and toggle over to Archived goals. Unarchive your goal.

  Complete

 5. I am able to edit my self check-in feedback after it has been submitted

  • Under Step 1: Fill Out Check-ins, click on the “Edit” button below the completed status next to your name
  • Edit responses to the survey questions
  • Click the “Submit” button at the bottom of the page

  Complete

 OPTIONAL. Align a public goal to another user’s public goal.

  Complete

 OPTIONAL. Comment on your goal with a status update.

  Complete

 OPTIONAL. Delete your goal. Note: This removes the goal completely.

  Complete

 OPTIONAL. Search for public goals using the search bar.

  Complete

Home (Managers and Admins)

ACTION

STATUS

 1. Scroll down, do you see all of your direct reports listed? Can you add goals on their behalf?

   Complete

 2. Add a new goal.

  • Add goal title/objective
  • Add applicable key results
      • For each key result select a measure (checkbox, percentage, number or dollar amount)
    • Add a due date.
    • Select whether the goal will be public or private.
      • Public: Visible to all employees in the plugin and searchable in the web application.
      • Private: Visible only to your manager. Not searchable.
    • Select a goal category (if applicable).
  • Save

  Complete

 3. Update key result completion for at least one key result and save. Do the completion percentages for the objective and that key result update?

  Complete

 4. Archive a goal. This marks a goal complete.

  Complete

 5. Click the Active Goals dropdown and toggle over to Archived goals. Unarchive your goal.

  Complete

 6. Cascade a goal to a direct report.

  Complete

 7. Update a goal for your direct report.

  Complete

 8. Add a Group Goal.

  • Enter a group name
  • Select group members
  • Add goal and description
  • Save

  Complete

 9. Add a Company Goal (a goal visible to all users)

  • Add goal and description
  • Save

  Complete

 OPTIONAL. Align a public goal to another user’s public goal.

  Complete

 OPTIONAL. Comment on your goal with a status update.

  Complete

 OPTIONAL. Delete your goal. Note: This removes the goal completely.

  Complete

 OPTIONAL. Search for public goals using the search bar.

  Complete

Dashboard (Managers and Admins)

ACTION

STATUS

 1. View goals metrics for your direct reports. Verify all of your direct reports are visible. You can also search for public goals for other departments/employees. 

  Complete

 2. Scroll down and view goal breakdowns for your direct reports (completion % and last update date)

  Complete

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