Goal Co-Planners

Prior to this enhancement, if goal approvers and creators were not available for a period of time, no one else had permission to create or approve goals in their absence.

With this enhancement, administrators can grant goal creation and approval permissions to someone other than the manager/approver. These additional co-planners can create, view, and approve goals by being granted the following permissions:

  • Employee Goals - Approve
  • Employee Goals - Create
  • MyTeam Goals

Once the permissions and security roles are allowed, the co-planner will see the items on their Actions tab.

Once enabled, the options to manage goals appear on the co-planners on the My Team page:

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
Security Administration - Manage Grants ability to create, modify and constrain security roles within the portal, and assign users to those security roles. This permission can be constrained by OU, User's OU, User, and User Self and Subordinates. This is an administrator permission. Core Administration
Security Administration - Manage Grants ability to create, modify and constrain security roles within the portal, and assign users to those security roles. This permission can be constrained by OU, User's OU, User, and User Self and Subordinates. This is an administrator permission. Core Administration
Users - View Grants the ability to search for and view summary information about users in the portal via the Admin/Users screen. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. If multiple constraints are added, these constraints are considered OR statements. This is an administrator permission. Core 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
MyTeam Goals

Grants ability for manager (or others depending on constraints) to view, edit and manage progress of Goals for their direct and indirect reports via MyTeam and Talent Profile. This permission can be constrained by OU, User's OU, User's Direct Reports, User, Employee Relationships, and User Self and Subordinates. The permission constraints determine for which users the Goals tab is available when viewing a user in My Team.

Note: By design, for any My Team permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint.

Note: If this permission is constrained by Employee Relationships, assigned co-planners can create, view, and approve goals.

Performance