View Goals - Team Goals

Use the Team Goals page to view a manager's direct reports, their overall goal progress, and their goal details. Based on the system configuration, managers can perform actions on their direct reports' goals, such as editing goals and updating goal progress.

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 access the Team Goals page, go to Performance > Goals. Then, click the Team Goals tab. If you have no direct reports or if you do not have permission to view your direct reports' goals, the Team Goals page is not available.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
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
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

Create Goal

Click the Create button. This option is only available if you have permission to create a goal. See Goals - Create/Edit.

Options

The following options are available in the Options drop-down menu:

  • Download Excel - Export all of the team goals for the selected time period to an Excel document. This option exports the goals within the selected time period for all team members, even if the user's card is not expanded.
  • Download PDF - Export the Team Goals page to a PDF document. This option only exports the goals that are currently displayed. If you have not expanded any direct reports to view their goals, then this option is not available because no goals are currently displayed. Similarly, if you expand one direct report, then only the goals of that direct report are included in the PDF.

Search and Filter Goals

Use the search filters to determine which goals are displayed.

Select a specific time period, then, click the Search button to update the display. All goals within the selected time frame display. The following date filters are available:

  • Goal Period - From the drop-down menu, select a defined date range.
  • Date Range - Using the Calendar tools, select a specific start date and end date.

Use the status filters to determine which goals are displayed. The following status filters are available:

  • Display Cancelled - Display goals that are cancelled. By default, cancelled goals are not displayed.Note: Cancelled goals do not count towards the user's overall completion percentage.
  • Hide Completed - Hide goals that are completed. By default, all active goals are displayed, including Completed goals. You can hide Completed goals so that the page only displays goals that are still in progress. This allows you to view goal progress that is not completed.Note: If all of a user's goals are Completed, then the user is not displayed when this option is selected.
  • Status - Display goals in a specific status. By default, goals in all active statuse are displayed. This allows you to view goals with a specific completion status, such as Behind Schedule.

Goal Summary

Each employee is displayed with their overall goal progress. Click the user's name to view their Universal Profile - Bio. See Universal Profile - Bio Overview.

  • To view a user's goals, click the Right arrow to the right of the user's overall goal progress. Goals in DRAFT status are not displayed.
  • To hide a goal's hierarchy, either click the goal title or the Down arrow .

Users are listed in alphabetical order by first name, then last name. The following information may be displayed for each goal:

  • Progress - Goal progress as a percentage. The color of the progress bar is determined by the goal status. Users may have the option to update goal progress using a progress slider. The goal progress is automatically saved as the progress slider is moved. The goal progress slider is only available if the following is true:
    • Administrators have enabled goal progress. If goal progress is not displayed, then users are not able to update goal progress.
    • Administrators prevented goal progress from exceeding 100%. If goal progress is allowed to exceed 100%, then goal progress is updated via a Progress field above the Description field.
    • The goal does not contain tasks or targets. If the goal contains tasks or targets, then goal progress is updated by updating the progress of the task or target.
    • The goal is not in Draft status.
  • Title - Name of the goal. If the goal is a shared goal, an asterisk appears before the title.
  • Status - Overall standing of the goal. This can be determined by goal, task, and target progress and can also factor in the amount of time remaining for completion. The status is also reflected in the progress color. For example, if a user has satisfied a goal, the status is Completed and the progress bar may be blue. The names, colors, and the criteria for each status can be modified by the system administrator.
  • Target Date - Date the goal is due.
  • Perspective - Which aspect of the company the goal relates.
  • Weight - Prioritizes goals and places additional value on certain goals.
  • Aligned To - Owner of the goal to which the direct report's goal is aligned. Only displays if the goal is aligned to another goal.
  • Owner - For shared goals, this displays the name of the goal owner.

Goals created in the Goal Planning section of a performance review are visible in read-only status.

  • Owner - For shared goals, this displays the name of the goal owner.

Note: For all fields except the Weight field, the field name is configurable by the administrator. As a result, fields may be named differently in your portal. Further, some fields can be configured to not display.

Lock Goal Results

Based on the configuration of the portal, a Lock icon may appear to the right of a direct report's goal. Managers can click this icon to lock or unlock the goal. The following statuses are available:

  • Locked - The goal is locked. Click this icon to unlock the goal. Users cannot update the goal progress or edit the goal. Managers may lock a goal at the end of the goal period or at the beginning of a review period. This prevents any miscommunication between the manager and employee. Note: This does not prevent users from advancing the goal.
  • Unlocked - The goal is unlocked. Click this icon to lock the goal. Users can update the goal progress and edit the goal.

Administrative Note: To disable the Lock Goal Results functionality, contact Global Customer Support.

Manage Goal

To update goal progress, add comments or attachments, or view goal details, click the goal title or click the right arrow to the right of the goal. A details drop-down opens. See Goals - Manage - Overview.

A manager cannot update a team member's goal if the goal is locked or if the goal is a shared goal and the manager is not the goal manager.

Goal Options

Managers may have access to the following options from the Options drop-down menu to the right of the goal:

  • Edit - Edit the user's goal. This option is only available if enabled by the system administrator and the goal is not locked. See Goals - Create/Edit.
    • Shared goals cannot be edited by anyone other than the goal owner.

  • Approve - Approve a goal. A confirmation pop-up opens to confirm the approval. This option is available if a goal is "Pending Approval".

  • Deny - Deny a goal. A confirmation pop-up opens to confirm the denial. This option is available if a goal is "Pending Approval".
  • Copy - Copy the user's goal. All of the goal details are copied to the new goal except for the Assignment, Alignment, Attachments, and Comments. Also, the Start Date and End Date are set to the default values. This option is only available if you have permission to create goals and the goal is not expired. Also, this option is not available if goals are locked. See Goals - Create/Edit.
  • Cancel - Cancel the user's goal. A confirmation pop-up opens to confirm the cancellation. This option is only available if enabled by the system administrator and if goals are not locked.
    • If cancellation approval is not required, then the goal's status becomes Canceled.
    • If cancellation approval is required, then the goal's status becomes Pending Cancellation Approval, and the Request Goal Approval email is triggered if it is enabled.
    • Shared goals cannot be canceled by anyone other than the goal owner.
  • Advance - Copy the details of the goal and set the Start Date and End Date to the next goal period for an expired goal. The goal progress is reset for the new goal. For example, if the expired goal had a start and end date of 01/01/15-12/31/15, once you advance the goal, the new start and end date will be 01/01/16-12/31/16 and the goal progress is set to zero. This action is intended to help save time creating goals for the new goal period if they are similar to the previous period. This option is only available if you have permission to create goals and the goal is expired. Also, this option is not available if goals are locked.
  • View History - View the history of the goal. The name of the user who updated the goal is included with the type of update and the date and time of the update. Also shows the modification history for goals created in a goal planning task. See View Goals - History.