Managing your legacy goals

Users can access their goals by navigating to Develop > Goals. On your Goals page you can see all of the company goals and personal goals that have been assigned to you, and assign goals to yourself if required.

• Company goals: Company goals represent the aims of the organisation as a whole. Typically an administrator or HR manager would create them. They are structured as one or more hierarchical trees, allowing for high-level goals that can be broken down into sub goals. Company goals are visible across the organisation and assigned to individuals or groups to achieve.
• Personal goals: Personal goals represent more targeted, specific goals for an individual user to achieve. Personal goals are specific to the individual user they are created for, and do not form part of the overall site-wide hierarchy. Personal goals will be private between the user and their manager.

Permissions to add new goals for a user will be limited based on the role permissions assigned by the Site Administrator.

Company goals

Any company goals that the user has been assigned will be displayed. The table displays the following information about each goal:

• Name: The name of the goal which is also linked to display more information such as the settings and type fields related to the goal.
• Type: The goal type assigned to the goal. This determines the custom fields that are available for each goal.
• Status: The current status of the goal. Depending on the permissions set for the manager role, this may display either the current status of the goal or a dropdown box allowing the manager to update the status. The status options may differ from one goal to the next.
• Assigned via: A goal can be assigned to a user based on multiple conditions including their position, organisation, or audience membership. All of the reasons behind this goal assignment will be displayed, including assignments from previous organisations, positions or audiences that the user is no longer a part of.

The Show details button allows the user 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 users 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 set up.

In this section you can also assign a company goal to yourself.

Personal goals

Any personal goals that the user has been assigned will be displayed. The table displays the following information about each goal:

• Name: The name of the goal, which you can click to view more information about the goal.
• Type: The goal type assigned to the goal. This determines the custom fields that are available for each goal.
• Due: Shows the set due date for the goal. Note that this is for informational purposes only.
• Status: The current status of the goal. Depending on the permissions set for the manager role, this may display either the current status of the goal or a dropdown box allowing the manager to update the status. The status options may differ from one goal to the next.
• Assigned via: Shows whether the goal was created by the user themselves, or by their manager.

The Show details button allows the user to see more information about the goal, such as the description and any custom fields added as part of the goal type.

In this section you can also create a personal goal.