Goal Visibility

Prior to this enhancement, only a direct manager had access to an employee's goals from the Check-Ins Goals panel.

With this enhancement, Check-Ins participants can now view other participant's goals in the Check-Ins Goal Panel if they have the “View Goals” permission and can already access the employee's goals through other product areas, such as Snapshot view.

Starter Guide

Click here to view the Check-Ins Starter Guide.

How Does This Enhancement Benefit My Organization?

Indirect and functional managers with appropriate permission can now access a subordinate's goals in Check-Ins.

Implementation

This feature is available to clients who purchased the Performance or Career suites and is already using Check-Ins.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Create Grants ability for the user to create and update Check-Ins. The permission constraints determine with whom the user can create Check-In discussions. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Subordinates, User's Direct Reports, User's Self, User's Manager, User's Superiors, and Employee Relationship. Users who have constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who doesn’t belong to the constraints. However, they will still be able to view and update any Check-In that they are a participant of. This is an end user permission. Performance
View Goals

Grants ability to view own goals and (depending on role and settings) goals of others (manager's visible goals, direct subordinate's goals, company goals, division goals). This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.

Managers must have the Snapshot - Goals permission to view the Universal Profile - Snapshot page and the My Goals page for users within their permission constraints.

Performance