User actions in Goals

Actions

Employee

Manager

Admin

Configure Goals Settings

✅

(If admin enables)

✅

(If admin enables)

✅

Create a Top Level Goal

❌

❌

✅

Import Goals

✅

(If admin enables)

✅

(If admin enables)

✅

Manage widgets

✅

(If admin enables)

✅

(If admin enables)

✅

Nudge Business Unit and Department admins without Goals

❌

❌

✅

View and export the Goals report from the dashboard

❌

✅

✅

Create a Goal

✅

✅

✅

Filter Goals

✅

✅

✅

Follow and unfollow a Goal

✅

✅

✅

Update a Goal

✅

✅

✅

View Goals and their details

✅

✅

✅

Edit a Goal

✅

✅

✅

(if admin is the Goal owner or assigner)

Lock and unlock a Goal

✅

✅

✅

Change the status of a Goal

✅

✅

✅

Manage weights for the Key Results

✅

✅

✅

Change the owner and assigner of a Goal

✅

✅

✅

View the hierarchy of a Goal

✅

✅

✅

Nudge Goal Owner

✅

(if an employee is the Goal assigner) 

✅

✅

Request feedback about a Goal

✅

✅

✅

Share feedback about a Goal

✅

(if an employee is the Goal assigner)

✅

✅

Public praise of the Goal owner

✅

(if an employee is the Goal assigner)

✅

✅

Clone a Goal

✅

✅

✅

Delete a Goal

✅

✅

✅

Edit a Key Result

✅

✅

✅

Change Owner/Assigner of a Key Result

✅

✅

✅

Convert a Key Result into a Goal

✅

✅

✅