Goal - Assign to Your Team Overview

When creating a goal, managers and administrators with the appropriate permissions are able to create a goal and assign it to members of their team, to the entire organization, to an organizational unit (OU) or group, or to specific users. If the Assignment section is not available when creating a goal, then the goal is automatically assigned to the user who is creating the goal.

When editing agoal, the Assignment section is not available. However, users can edit the goal manager for goals which they created.

Administrator Note: A preference in Corporate Preferences determines whether the goal owner/assignee's Goal Preferences and Goal Configurations are applied in Universal Profile Snapshot, Goals, and Goal Rating steps within performance reviews. Shared goals respect the goal owner's preferences and configurations.

To create a goal, go to Performance > Goals. Then click the Create button.

To edit a goal, go to Performance > Goals. Click the Actions menu icon to the right of the appropriate goal and select Edit.

To assign the goal to your entire team or specific members of your team, select the Your Team option in the Assignment section. Once this goal is assigned, it will appear in the My Goals section of the My Goals page for all selected employees. This goal may also appear in each user's performance review.

Caution: If the goal is created as a shared goal, be aware that it is not possible to remove a user from a shared goal.

Your Team - Select Users

When you select the Your Team option, a list of your direct reports is displayed. Each user's photograph, name, and job title are displayed.

The manager who is creating the goal is listed as the first user in the table. This enables you to include yourself in the goal assignment.

To assign the goal to a user, select the checkbox to the left of the user's name.

Select the Direct and Indirect Reports option for a user to include the selected user's direct and indirect reports in the goal assignment.

  • Selecting this option only assigns the goal to direct and indirect reports for whom you have permission to assign a goal.
  • Selecting this option automatically selects the corresponding user. However, if you select the Direct and Indirect Reports option in the table header, then this selects all checkboxes within the column, but the user checkboxes are not automatically selected.
  • This option is only available if the corresponding user has at least one direct report.
  • This option is not available in the manager's row.

To quickly select all users on your team and each user's direct and indirect reports, select the checkbox to the left of the Name column and to the right of the Direct and Indirect Reports column in the table header. Unselecting these options unselects all users and direct reports in the table.

Options

In this section, determine whether the assignees will share the goal or each work independently towards completing the goal:

Create a separate goal for each user

If this option is selected, each user is assigned a separate copy of the goal, and each user is responsible for completing the goal independently. For example, if the goal is to have $1 million in sales and you assign it to five users, each user will have to earn $1 million in sales for a total of $5 million. In this case, each user will be the owner of their own goal, allowing them to edit the goal or report progress on it.

Once this goal is assigned, it will appear on the My Goals page for all selected employees where they can edit and manage it. This goal may also appear in their performance review.

  • Dynamic Assignment - This option is only available when creating a separate goal for each user, and it is only available for users who have permission to dynamically assign goals. When this option is selected, the goal is assigned to all selected users in the team, and the goal will also be assigned to any users who join the team between the goal start date and target/due date. Any users who join the team after the goal target/due date are not assigned the goal. Employees who are on the team but are excluded from the initial assignment are not assigned the goal as a result of the dynamic setting.
    • When the Dynamic Assignment option is not selected, the goal is only assigned to the selected users.
    • If a user is assigned a goal with the Dynamic Assignment option selected, and then leaves the team, the user continues to have the goal. The user is not dynamically removed from the goal.

All users will share this goal and its progress

This option is only available if the administrator has enabled the ability to create a shared goal.

If this option is selected, the assigned users share the goal, and each user's progress contributes to the progress of the shared goal. Shared goals allow all assigned users to add comments to the shared goal, even if they are not the goal owner. For example, if the goal is to have $1 million in sales, the selected users will work together to earn a total of $1 million.

  • Managed by - A shared goal must be managed by a single user, and this user is considered the goal owner. The manager can choose to be the goal owner or select one of the assigned users. Although each selected user will contribute to the goal, the goal owner is responsible for editing and updating the goal progress. For example, if Mary is the goal owner and Bob makes a sale towards the goal, Bob cannot enter that information on the goal. Only Mary can update the progress of the goal.

A team shared goal is not assigned dynamically. For example, if a user is assigned the goal and then leaves the team, they will continue to have the shared goal until they are removed from the goal. If a user joins the team, they will not inherit the shared goal and must be assigned by the manager.

Manager Goal Behavior

When a manager assigns a goal to members of their team and the manager is also selected in the assignment, the behavior that the manager experiences once the goal is approved depends on the goal configuration:

  • Separate Goal - If a separate goal is created for each user, then each selected employee receives the individual, independent goal.
  • Shared Goal - If the goal is a shared goal, two scenarios are possible:
    • Manager is selected as the goal owner:
      • The goal appears on the My Goals section of the My Goals page for the manager with an asterisk indicating it is a shared goal.
      • The goal can appear in the manager's performance reviews.
      • The manager can manage and edit the goal as the goal owner.
    • Manager is not selected as the goal owner:
      • The goal appears on the My Goals section of the My Goals page for the manager with an asterisk indicating it is a shared goal.
      • The goal will not appear in the manager's performance reviews. This is true for all users who are not the goal manager within shared goals.
      • The manager cannot manage and edit the goal.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: