People's goals in bob presents a summary of the goal progress of all of the people you are allowed to see in your company, look up individual employees's goals, and manage people's goals in bulk. This area of bob is great for managers and admins who are managing other people, but a company may also open wider permissions if they wish to allow everyone to see everyone's goals.

Note: Access to this capability is managed by your company's HR admin. If you do not have access and believe you should, reach out to them.

How to set viewing preferences for People's goals

You may set up your viewing preferences of what goals to view, what employee information you'd like to see in the people's table in People's Goals, and search for specific employees right from People's Goals in bob.

To set up your viewing preferences, click on and use the following filters.

  1. Press the Talent area in the main menu

  2. Click on People's Goals

  3. Filter by Date range:
    a. Preset range:
    i. Choose the desired period from the list
    Note: "Next year" in bob means the January of the next calendar year
    ii. Click Apply
    b. Date range
    i. Click the radio button to the left of Date range
    ii. Click on the field below Start date to select the beginning of your desired date range from the calendar
    c. Click on the field below End date to select the end of your desired date range from the calendar
    d. Click Apply

  4. Filter by goal Status:
    a. Tick the box to the left of all goal statuses you wish to see
    b. Click Apply

  5. Filter by goal Visibility:
    a. Tick the box to the left of the goal's visibility type(s) you wish to see
    b. Click Apply

  6. Filter by Tags:
    a. Tick the box to the left of the tag(s) you wish to see
    b. Click Apply

  7. Filter by conditions:
    a. Click on Advanced on the right-hand part of the filters
    b. To add a condition: press + Add condition and select the desired values in each of the dropdowns from left to right
    c. To remove a condition: hover over it and click the trash icon that appears to the right of the condition
    d. To edit a condition: select the desired values in each of the dropdowns from left to right

PG_filters.gif

Tip: When using condition field dropdowns (e.g. when selecting Participants), you can use conditions like "same as viewer", "is manager", and “by Group”

8. To choose which employee fields you'd like to see next to each person in the people table, use the Column picker.
a. Press the Talent area in the main menu
b. Click on People's Goals

c. Click on the Column picker at the top right of the people table

d. Scroll or search for the field(s) that you'd like to see

e. Tick the boxes next to each field

f. Click Apply

PG_columnpicker.gif

How to view a specific person's goals

You may also view a particular person's goals from People's Goals. To do this, follow these steps:

  1. Press the Talent area in the main menu

  2. Click on People's Goals

  3. Scroll or search for a specific person to locate them in the people's table
    a. To search for someone, click on the search icon at the top right of the people table
    b. Enter a person's name in the search field

  4. Click on the person's name. You will be prompted to see their My Goals view as per the permissions set by them and the company

PG_searchandview.gif

Need more help? If you're unsure about anything please send us a message through the chat icon below. You can also check the following articles that may help:

Did this answer your question?