Goals (New)
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      3. Goals (New)

      Clone a Goal

      Cloning a goal allows users to copy the goal details and key results and edit as required. The cloned goals can be assigned to the same or any other users in the organization.

      In this article, we have covered how an employee, manager, and admin can clone a goal.

      Employee to Clone a Goal
      Manager to Clone a Goal
      Admin to Clone a Goal

      Employee to Clone a Goal

      Employees can clone their owned and assigned goals.

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

      Step 2: Click the Overflow Menu Master_Component-12.png Icon and select Clone on any goal.
      E2.png

      Step 3: The employee can clone the goal from the Clone window.

      Manager to Clone a Goal

      Managers can clone any goal of 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 Master_Component-12.png Icon and select Clone.
      M2.png

      Step 4: The manager can clone the goal from the Clone window.

      Admin to Clone a Goal

      Admins can clone goals owned by anyone in the organization, including individual and top level goals. They can clone an individual goal from the Goal Directory section.

      Step 1: Navigate to Admin > Goals > Top Level Goals to clone a top level goal OR

      Navigate to Admin > Goals > Goals Directory to clone an individual goal.

      Note: Here, we are demonstrating cloning the top level goal.

      Step 2: Click any goal.

      Step 3: Click the Overflow Menu Master_Component-12.png Icon and select Clone.
      A2.png

      Step 4: The admin can clone the goal from the Clone window.

      Clone a Goal

      • Edit the goal title as required, and from the "Change Owner" drop-down, search and select the user to assign the goal.
        clone_1.png
      • Select a predefined goal period from the "Goal Period" drop-down OR select "Custom" to set the goal start and end date.
        clone_2.png
      • From the "Measurement Type" drop-down, select "Percentage/Quantity/Milestone."
        Clone_3.png

        Notes:
        • When you select "Percentage," the goal progress can be measured based on the percentage (0 to 100). When a goal reaches 100 percent progress, it is marked as achieved.
        • Select "Quantity" to select a unit type, start value, and end value to achieve the goal, or select "Milestone" to mark the goal as completed once it is achieved.

      • Under "What should be cloned," select "Only the Goal" to clone only the goal OR select "Goal with Key Results" to clone the goal along with the key results.

      • Click Clone.
        Clone_4.png

      • Edit the goal details as necessary.

      • Hold and drag the key results to reorder them as required.
      • Click Publish to publish the goal.