Audience: managers
Add a Goal to a Direct Report
Use these steps to add goals to one or more employees.
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From the menu, go to Team > Team Performance > Add Goal to Employee
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Choose Create a New Goal or Copy Existing Goal
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In Assign To, enter one or more employee names.
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Complete the required goal details.
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To allow the employee to edit the goal, leave Editable selected.
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Clear the checkbox if the goal should not be editable.
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Choose Add to enter another goal, if needed, or click Submit to finish.
Manager: View Team Goals
Follow these steps to view team goals for the entire team:
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From the menu, go to Team > Team Performance
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Under Actions, select My Team’s Goals.
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Enter your Supervisory Organization and choose View by to Worker
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Click OK to view results.
- You can export the table to Excel or use the expand icon (double arrows) to enlarge the table view.
Supporting resources: