Managers can access the goals of their direct reports through the My Team option in the main navigation.
Click on the Goals link under a learner's name to access their goals page.
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 using the Add company goal button.
Select a goal or number of goals by clicking on each one. When the goals appear in the Items to add column, click the Save button. 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 drop down 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, click the Add personal goal button.
Enter the details for the goal:
Click the Save Changes button.
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.