View Only Access for Goals

Prior to this enhancement, users with access to another person's public goals had view and edit rights.

With this enhancement, on the Universal Profile Snapshot page, view and edit rights to others’ public goals is controlled independently. Public goals are goals that have the “Allow other users to see and align” option selected.

Note: If a user or manager unchecks the “Allow other users to see and align” option, the user will see the goals in snapshot goals but the manager will not.

Implementation

This functionality is automatically enabled for all organizations using the Performance module.

Permissions

The following new permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY

Snapshot Goals - Manage

Enables user to manage their own goals, and others public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot Goals - View

Enables user to view their own goals, and others’ public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Note: "Snapshot Goals - Manage" was previously named "Snapshot - Goals."

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Company Goals - Create Grants access to create goals that appear to all users as "company goals." This permission cannot be constrained. This is an administrator permission. Performance - Administration
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.

Performance