Managers and admins may view, create, edit, check in, and close goals on behalf of other individual people.

To begin:

  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. Search for someone by clicking on the search icon at the top right of the people table, then enter the 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.

  5. Use the instructions in the following help articles to learn how to:

    1. Review a person's goals

    2. Check in on a person's goal progress

    3. Close and reopen a person's goal

    4. Edit and delete a person's goal

Notes:

  • You must have the permissions to view, create, edit, check in, and close on behalf of other people. If you believe you need permissions, reach out to your HR admin

  • The person you're acting on behalf of will receive notifications of the actions taken via bob and via email

Need more help? If you're unsure about anything please send us a message through the chat icon below. You may also find the following articles helpful for conducting actions in bulk from People's Goals:

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