Goal Approval Request Enhancements

Prior to this enhancement, when a change is made on an approved goal and sent again for approval, the approver can’t see the change until they approve the goal again. This can be confusing because the goal is now approved, and the approver may be unaware of updates or which goal includes the update.

With this enhancement, when approvers select the goal approval link in the Request Goal Approval email, the Universal Profile Requests tab opens and displays pending goals and the option to View History for the selected goal before approving.

How Does this Enhancement Benefit My Organization?

Users who select the link in the Request Goal Approval email are now directed to the pre-filtered Universal Profile Requests tab to review goals, instead of the Pending Goals page in Manage Subordinates.

Considerations

Request Goal Approval email must be set up in Email Administration and email must include the GOAL.APPROVAL.LINK tag.

Implementation

This functionality is automatically enabled for all organizations.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Employee Goals - Create Allow user to Create Goals for other employees (other than self and subordinates). The constraints on this permission determine with which employees a user can align their goals. This permission can be constrained by OU, User's OU, and User. This is an administrator permission. Performance - Administration
Goals - Create

Grants ability for user to create goals for self, direct reports, and indirect reports only. Any constraint on this permission is operating as an "AND" function. This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.

Performance
Goals - Dynamic Assignment Option Grants ability to specify a goal as dynamically assigned, when assigning the goal to a population of users. If a goal is dynamically assigned, users who later meet the criteria will receive the goal. Performance
Request Items - View Allows user to access the Requests tab on the Universal Profile > Actions tab. This permission cannot be constrained. Universal Profile