Managers can access the goals of their direct reports.
There are two types of goals:
Permissions to add new goals for the learner will be limited based on the role permissions assigned by the site administrator.
Any company goals that the learner has been assigned will be displayed on their My Goals page which has the same layout as the goals page that the manager has access to.
Each goal will include:
The Show details button allows the manager to see more information about the goal, such as the description and any custom fields added as part of the goal type.
The View goal frameworks link gives managers view-only access to the Goal frameworks page. There, the manager can view the structure of the goals, details that have been entered for them as well as review the goal scales that have been setup.
A goal can be assigned specifically to the individual by following these steps:
To remove an item from the Items to add column, hover the mouse over the item and click the Delete icon that appears.
New individually assigned goals will appear with the Assigned via set to Individually by: [Name of user]. The goal status will be set to the default value.
To update the status, click on the Status dropdown and select the new value.
Personal goals are created by the learner or manager; they are specific to the individual learner and only visible to the learner and their manager as well as site administrators. Personal goals are created here rather than being selected from an existing list.
To create a personal goal for the learner:
The new personal goal will appear in the Personal goals section of the page.
Personal goals can be updated or deleted using the icons under the Edit column. Note that these will only be visible if the user has been assigned permission to take these actions.
Enter a title for the goal that will appear on the learner's My Goals page.
Enter any additional text required to describe the goal.
Select the scale that will be used to mark the learner's progress on the goal.
Enter the date by which the goal needs to be achieved. Note that this date does not trigger reminders or notifications; it is informational only.
The Totara Academy has a whole course dedicated to using Goals in Totara Learn.