Accessing and managing a team member's goal plans

From the Planner, you can access your team members' individual goal plans to better follow up on the achievement of each of their goals.

To access a team member's goal plan, proceed as follows:

1. In the Planner, go to the Goals tab, presented in the following picture:

Goals tab

The tab includes a summary tile with the number of worker goals. There is also a tips panel that provides guidance to help you set impactful goals. You can go through the tips using the navigation arrows.

The goals table displays the following information:

• Owner – the owner of the goal

• Goal – the name of the goal

• Type – the goal type represented by an icon with the name displayed on hover

• Progress – the goal's published progress trail, in percentage. If the goal's plan has the Hide goal results until published setting enabled, this column always shows the last published value (see Creating a goal plan). Any draft progress or results only become visible once you open the goal.

• Tracking status – Completed, On track, At risk, or Blocked

• Priority – High, Medium, or Low

• Due date – the date at which the goal is due

• Weight – the percentage goal weight

• three-dot icon – quick access to the View, Edit goal details, and Delete options

2. From the Worker drop-down list above the table, select the team member whose goal you wish to inspect.

3. From the Goal plan drop-down list, select a goal plan available for the worker. Goals linked with the selected goal plan are displayed.

4. You can now see different sections depending on the options chosen while creating a goal plan. You can use a search bar to find a specific goal by its name.

5. Click the name of the goal to access its details or make any necessary updates.

6. You may also click the three-dot icon in the table to perform other available actions.

This is a tip message.

If there is no goal attached to the selected Goal plan, you can create a goal using the Create goal button located in the middle of the empty table. For more information, refer to Creating a goal for a team member.