Manager
      Back to home
      1. Help Center
      2. Goals and OKRs
      3. Manager

      Manage the Goals of employees

      Managers can manage any Goals of their Direct reports, Secondary team, and Entire team.

      Note: Managers can only manage the Secondary team if they are the Goal assigner.

      You can manage the following actions in a Goal:

      Note: Employees can also manage these actions in any Goals only if they are the Goal assigner.

      Navigate to Teams > Goals > My Team Goals.

          1.    Click the Filter Icon and select the required team from the drop-down menu.

      Note: By default, you can view My Team Goals.

      Manage    2.    Select an employee and select the Goal you want to manage.

      Manage as an manager-1

      Edit a Goal

      After a Goal is created, you can edit your direct report’s Goals and its Key Results as required.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to edit.
      2. Click the Overflow Menu at the top right and select Edit.
      3. In the Edit Goal Details window, make the necessary changes and click Save.
      Edit a Goal manager-1

      Lock or unlock a Goal

      You can lock or unlock your direct report’s Goal whenever required. However, you cannot change the Goal details if they are locked.

      Note: Admins can also lock or unlock any Goal in the organization.

      Navigate to Teams > Goals > My Team Goals.

      Lock a Goal

      1. Select an employee and select the Goal you want to lock.
      2. Click the Overflow Menu at the top right and select Lock.

      Unlock a Goal

      • Click the Overflow Menu at the top right and select Unlock.
      Lock and unlock a Goal manager-2

      Change the status of a Goal

      Archiving a Goal will remove the Goal from the active Goal list. Changing the status does not impact the progress of the Goal. It can be activated at any time.

      Note: Admins can also change any Goal status in the organization.

      Navigate to Teams > Goals > My Team Goals.

      Change the status to archive

      1. Select an employee and select the Goal you want to make archive.
      2. Click the Overflow Menu at the top right and select Archive.

      Change the status to active

      1. Click the Active drop-down menu and select On Hold.Change status of a Goal manager-1
      2. Click the Overflow Menu and select Active.Change status of a Goal manager1-1

      Manage weights for the Key Results

      Adding weights to Key Results ensures that each Key Result to the contributing Goal is given the appropriate attention and effort based on importance.

      Note: Admins can also add weights for any Goals in the organization.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to add weights.
      2. Click the Overflow Menu at the top right and select Manage Weights.
      3. In the Manage Weights window, select Enable Weights and add the weights for each Key Result.
        Or
        You can add the weight for one Key Result and click Distribute Remaining to equally distribute the remaining weights to other Key Results.
      4. Click Save.

      Note: 

      • You can only add weights if Key Results are added to the Goal.
      • The total weight distribution must be equal to 100%.

      Manage weights manager-1

      Reorder Goals and/or Key Results

      You can reorder the Goals and/or Key Results of your direct report if required.

      Navigate to Home > Goals > My Goals > Owned by Me.

      1. Select an employee and select the Goal you want to reorder.
      2. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right, and select Reorder Goals.
      3. In the Reorder Goals window, drag the Six Dots Group 6-2 Icon to rearrange the Goals and/or Key results as required and click SAVE.

      reorder-1

      Change the owner and/or assigner of a Goal

      You can reassign a Goal of your direct report to other employees in the organization. 

      Note: Admins can also reassign any Goal to other employees in the organization.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to change the owner and assigner.
      2. Click the Overflow Menu at the top right and select Change Owner.
      3. In the Change Owner / Assigner window, search and select the employee, and click Save.
      change owner manager-1

      View the hierarchy of a Goal

      Viewing the Goals and Key Results hierarchy helps you understand how your direct report’s Goals are aligned and contribute to other Goals in the organization.

      Note: Admins can also view any Goal hierarchy in the organization.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to view in the hierarchy.
      2. Click the Overflow Menu at the top right and select View Hierarchy.
      3. In the Hierarchy window, you can view the aligned and contributing Goals.
      view hierarchy manager-1

      Nudge Goal Owner

      The nudge is a reminder sent to the Goal owners to take action towards achieving their Goals.

      Note: Admins can also nudge any Goal owner in the organization.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to nudge.
      2. Click the Overflow Menu at the top right and select Nudge.
      3. In the NUDGE window, select the Goal owner, type your message, and click Nudge.
      nudge manager-1

      Request feedback about a Goal

      You can request feedback about a Goal of your direct reports from other employees in the organization. Learn more in Request and share feedback about a Goal.

      Share feedback about a Goal

      You can share feedback about a Goal that enables your direct reports to understand their strengths and areas of development of their Goals. Learn more in Request and share feedback about a Goal.

      Public praise of the Goal owner

      Public praise is a feature that allows you to give positive feedback to your team members for their work and contributions. Learn more in Publicly praise the Goal owner.

      Clone a Goal

      Cloning a Goal allows you to copy the Goal details and Key Results and edit them as required. 

      Note: Admins can also clone a Goal and assign it to other employees in the organization.

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to clone.
      2. Click the Overflow Menu at the top right and select Clone.
      3. In the Clone window, edit the Goal title if required and click the Drop-down menu to change the owner.

      Note: By default, the cloned Goal owner will be the Goal owner. You can assign it to the same or any other employee.

          4.    Click the Drop-down menu to set the Goal period and measurement type, and select Only                    the Goal.

      Note: If you select Goal with Key Results, all the Key Results associated with the Goal will be cloned.

          5.    Click Clone.

      clone manager-1

      Delete a Goal

      You can delete your direct report’s Goals if they are not required. 

      Note: Admins can also delete any Goals in the organization. 

      Navigate to Teams > Goals > My Team Goals.

      1. Select an employee and select the Goal you want to delete.
      2. Click the Overflow Menu at the top right and select Delete.

      Note: Deleting a Goal may impact the progress of dependent Goals, if any.

      Manage the Key Results

      You can manage any Key Results of your direct reports and perform the following actions:

      Navigate to Teams > Goals > My Team Goals.

      • Select an employee and select the Goal you want to manage the Key Results.
      Manage key result manager

      Edit a Key Result

      You can edit the Key Result's titles, owners, start and end dates, and measurement types whenever required.

      1. Click the Overflow Menu and select Edit.
      2. In the Edit Key Result Details windows, make the necessary changes and click Save.

      Change Owner/Assigner of a Key Result

      If a Key Result requires collaboration between multiple employees, then the Key Result owner and assigner can reassign the Key Result to other employees to foster communication and collaboration.

      1. Click the Overflow Menu and select Change Owner.
      2. In the Change Owner / Assigner window, search and select the user, and click Save.

      View the hierarchy of a Key Result

      Viewing the Key Results hierarchy helps you understand how the Key Results are aligned and contribute to the organization's Goals.

      1. Select the Key Result, click the Overflow Menu, and select View Hierarchy.
      2. In the Hierarchy window, you can view the Key Results aligned with the parent Goal.

      Convert a Key Result into a Goal

      You can convert an existing Key Result into a Goal.

      Note: You can convert a Key Result into a Goal only when the admin enables this feature.

      1. Click the Overflow Menu and select Convert to Goal & Cascade.
      2. Modify the Goal details, such as the Goal title, period, and measurement type, and click Save.