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 Icon and select Clone on any goal.
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 Icon and select Clone.
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 Icon and select Clone.
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.
- Select a predefined goal period from the "Goal Period" drop-down OR select "Custom" to set the goal start and end date.
- From the "Measurement Type" drop-down, select "Percentage/Quantity/Milestone."
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.
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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.
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Click Clone.
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Edit the goal details as necessary.
- Hold and drag the key results to reorder them as required.
- Click Publish to publish the goal.