Display Goal Assignment Details

Prior to this enhancement, the goal assignment and sharing criteria used to assign a goal to a user were not available. Additionally, there was no information available about status changes when users are removed or re-added to an associated review task.

With this enhancement, goal assignment details now appear in the goals Modification History.

To view the modification history for a goal, go to Performance > Goals. From the Options drop-down, select View History.

Viewing Goal Details

Users can view assignment details, sharing details, and status changes for a specific goal.

Assignment - Users can see the criteria used to assign a goal to them.

Sharing - Users can view the criteria used for sharing a goal with them.

Status Changes - Users can view the status changes for goals created via review tasks and when a user is removed or re-added.

Implementation

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

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Create Employee Goals - Align

When creating a goal for users other than self or subordinates, this permission allows users to search for goals by user when aligning the goal with another user's goal. Users with this permission can only search for and align their goals with users who are within their permission constraints. If a user does not have this permission, then the Search field is not available within the Alignment pop-up. This permission works in conjunction with the Create Employee Goals permission. 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

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

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