Copy and assign a goal

The goal creator, assigner, or owner can create a copy of a goal (with or without its key results) and assign it to multiple employees at once.

Navigate to Apps > Goals.

1. Open the goal you want to manage.
2. Click the Overflow Menu at the top right of a goal.
3. Select Copy and Assign.

     4.   When you copy and assign a goal, select to:

• • Retain the original goal level, or
  • Change it to an individual goal for the assignee

     5.   When you copy a goal, define how the copied goals relate to the parent goal:

• • Align to copying goal: The copied goal is aligned under the parent goal.
  • Contribute to copying goal: The copied goal is aligned and marked as a contributor, so its progress impacts the parent goal.
  • No option selected: The copied goal is independent, without alignment or contribution to the parent goal.

     6.   Select the employees and click Assign.

The system creates a copy of the goal for each selected employee based on the options you selected.