Accessing and managing a team member's goal plans

From the Planner, you can access the individual goal plans of your team members and open each of their goals to follow up on its details and progress.

At the top of the Goals tab, a summary tile shows the number of goals of the selected team member, as illustrated in the following picture:

Goals tab

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

Below, the goals of the team member in the respective goal plan are displayed in the following groups:

• Action required: goals pending your approval, which you can approve or reject directly from the table. For more information, refer to Approving a goal.

• Individual goals: goals owned by your team member and on which they need to work

• One group for each organizational goal type, named after the goal type

Each group presents the following information:

• Goal – the name of the goal, displayed as a clickable link that opens the goal

• Owner – the owner of the goal, shown as a small avatar followed by the owner's name

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

• Progress – the published progress of the goal, 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 Reopen, View, Edit goal details, and Delete options, available based on the goal status and your permissions

If goal weighting is enabled in the goal plan, the Total row under each group shows the total weight of the listed goals.

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

1. From the Workers drop-down list above the goals table, select the team member whose goal you want to see.

2. From the Goal plan drop-down list, select a goal plan available for the team member. The goals linked with the selected goal plan are displayed. To find a specific goal, enter its name in the search bar.

3. Click the name of a goal to open its Goal overview page, described below.

4. You can 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.

Goal overview page

The Goal overview page displays the details of a published goal. The sections that you see depend on the configuration of the goal type:

The side panel of the page shows the Details of the goal (status and due date), its Participants (creator and owner), and the Goal chat, where you can discuss the goal.

The three-dot icon at the top right of the page gives access to other actions, such as Edit goal details, Reopen, Generate PDF, Copy goal, or Delete, which depend on the status of the goal and on your permissions.

Progress trail

If you are the owner of the goal or the manager of its owner, you can use the drop-down list at the top left of the goal page to switch between Goal overview and Progress trail.

The Progress trail view includes the Audit trail of the goal, which records each step of its lifecycle, such as its creation, approval, or completion, and every update to its content. For organizational goals, it also records changes to the population and to individual participants.

Each entry shows who did what and when, as well as details such as the previous and new values or the comment added on approval or rejection.