Manage Shared and Dynamic Goals

The Manage Shared and Dynamic Goals page enables administrators or managers to edit shared and dynamic goals on behalf of the goal owner or goal manager. This page is only available when enabled via Navigation Tabs and Links.

Shared goals allow all assigned users to add comments to the shared goal, even if they are not the goal owner.

Note: It is not possible to remove a user from a shared goal.

To manage shared and dynamic goals, go to Performance > Manage Shared and Dynamic Goals. The location may vary depending on the settings in Navigation Tabs and Links.

Feature Description
1. Search Goals

You can search goals by:

  • Goal Date Range - Select the date range either using the drop-down or the From and To date selectors. This displays goals that overlap in any way with the selected date range. The From and To date selectors default to the default goal period.
  • Title - Enter the goal title. The character limit is 1000. The user can search using the full or partial goal title.
  • Goal Creator - Click the Created By field to search for goals by creator. The Select User pop-up enables users to search by Last Name, First Name, User ID, or Manager's Last Name.
  • Show Canceled - Select this option to include canceled goals in the display. This option is deselected by default.

The search filters work in combination and will return goals that match all selected search criteria when the Search button is clicked.

2. Goals Table

Goals are sorted by goal target date with the soonest target due date appearing first. Only the following types of goals appear on this page:

  • Company Goals
  • Shared Goals (OU or Team)
  • Individual Goals created for an OU or Team that are not dynamic
    • Individual goals created prior to the Spring 2012 release do not appear on this page, as they cannot be made dynamic retroactively.

The following information is displayed for each goal:

  • Title - The goal title. For shared goals, click the goal title to open the Manage Goals page for the goal.
  • Created - Displays the date on which the goal was created.
  • Created By - Displays the name of the user who created the goal.
  • Start Date - Displays the start date of the goal.
  • Target Date - Displays the current target date/due date for the goal.
3. Options

The following options are available in the Options column:

  • Edit - Edit the goal. Only shared goals or dynamic individual goals can be edited.
    • Shared Goals - The user is navigated to the Edit Goals page for the shared goal. The user can perform all actions to the goal that the goal manager or owner can. Changes impact all users that currently share the goal.
    • Dynamic Individual Goals - The user can edit team or OU goals that have been indicated as dynamic. The user is navigated to the Edit page for the corresponding goal.
  • Cancel - Cancel the goal. Only shared goals can be canceled. This cancels the goal for all users that have the goal.

Note: Shared and dynamic goals cannot be copied.