Small Improvements Integrations

Triggers when a new goal is created by a specific person. Goals will need to be public, or you'll need permission as part of the management chain.

Triggers when a praise is given for a certain person.

Add meeting notes to the next 1:1 with your direct reports. If you don't have an upcoming meeting with a direct report, one will be created today or on the date you enter.

Creates a new goal for you.

Creates new goals for multiple managers' direct reports. Only an admin have permission to create and delete goals.

Adds one or more people as reviewees to a feedback cycle in Small Improvements by creating their feedback requests. Requires a cycle and Small Improvements user id(s).

Add meeting notes to a 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.

Finds 1:1 meetings between two people in Small Improvements, including talking points and meeting notes.

Find goals by person

Find a person by their name, email, or user id.

Finds reviews in Small Improvements for a selected person (you or a direct report): review cycles, full self and manager review text, and ratings. Optional start/end dates limit which cycles are included.

Add a talking point to the next 1:1 with your direct reports. If you don't have an upcoming meeting with a direct report, one will be created today or on the date you enter.

Add a comment to a goal(s).

Creates new goals for your direct reports. Only a manager have permission to create and delete goals.

Add an action item to the next 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.

Add a talking point to the next 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.

Finds Anytime Feedback and Feedback Cycle data for a user.

Finds comments and updates on goals in a goal cycle. Optionally filter by user and by a single goal.

Finds public praise a chosen person received in Small Improvements for a date range.