Assign a goal to a team member

Managers can assign goals to their team members.

To assign a goal to a team member, follow these steps:

Go to Develop > Team.
Click Goals under the desired user's name.
Click either Add company goal or Add personal goal depending on the type of goal you wish to add.
From the dropdown menu select the framework you wish to assign goals from.
Select the goals you wish to assign.
Click Save.

You can now set the status of the goals, or remove a goal using the cross icon (
).

If you want users to be able to manage (edit, update or delete) their personal goals that have been assigned by their manager you should ensure that the Learner role has the totara/hierarchy:managemanagerassignedgoal capability. Note that this capability isn't assigned to any roles by default.

Course badge The Totara Academy has a whole course dedicated to using Goals in Totara Learn. Here you can learn more on how to use goals, see best practice, and give it a go yourself.

Join the Totara Community for more resources to help you get the most out of Totara.