Change Owner/Assigner of a Goal

If a goal requires collaboration between multiple users, the goal owner/assigner can reassign the goal to any other user who is better equipped to lead the effort and facilitate communication and collaboration.

Changing the goal owner can also provide an opportunity for career development by allowing someone else to take on new challenges and responsibilities.

In this article, we have covered how can an employee, manager, and admin change the owner/assigner of a goal.

Employee to Change Owner/Assigner of a Goal
Manager to Change Owner/Assigner of a Goal
Admin to Change Owner/Assigner of a Goal

Employee to Change Owner/Assigner of a Goal

Employees can change the owner/assigner of any goal which is owned and assigned by them. 

Step 1: Navigate to Home > Goals > My Goals > Owned by Me.

Step 2: Click the Overflow Menu   Icon and select Change Owner on any goal.

Step 3: The employee can change the goal owner/assigner from the Change Owner/Assigner window.

Manager to Change Owner/Assigner of a Goal

Managers can change the owner/assigner of any goal owned by their direct reports. 

Step 1: Navigate to Teams > Goals > My Team Goals.

Step 2: Select an employee and click any goal.

Step 3: Click the Overflow Menu   Icon and select Change Owner.
Step 4: The manager can change the goal owner/assigner from the Change Owner/Assigner window.

Admin to Change Owner/Assigner of a Goal

Admin can change the owner/assigner of any goal in the organization, including individual and top level goals. Admin can change the owner/assigner of an individual goal from the Goal Directory section.

Step 1: Navigate to Admin > Goals > Top Level Goals to change the owner/assigner of a top level goal OR Navigate to Admin > Goals > Goals Directory to change the owner/assigner of an individual goal.

Note: Here, we are demonstrating changing the owner/assigner of the top level goal.

Step 2: Click any goal.

Step 3: Click the Overflow Menu   Icon and select Change Owner.
Step 4: The admin can change the goal owner/assigner from the Change Owner/Assigner window.

Change the Owner/Assigner of the Goal

Search and select the goal owner/assigner and click Save.