As a user with permission to create and assign goals, you also have the option to later manage these goals.
Navigation
Personal Goals
In the left navigation, make sure you are in the Learner Workspace.
When in the Learner Workspace, select Development and then select Goals.
The Team Workspace Goals listing
In the Team Workspace, Goals are organized into two listing pages, each showing goals rather than a list of people. Select Goals in the Team Workspace, then choose the page you need:
- Team Member Goals — the personal and team goals you supervise or created but are not the assignee of. If a goal is assigned to you, it appears under the Learner Workspace instead (Development > Goals), even if you also created it.
- Organizational Goals — organizational goals and cascaded goals. You see a goal here if you are its creator, its supervisor, or one of its assignees.
Anyone who can see a goal on the Team Member Goals page can fully manage and edit it. On the Organizational Goals page, creators and supervisors can always manage and edit a goal; an assignee can edit a goal's core fields — title, description, dates, pillar, and numeric settings — only when the goal's owner has allowed the assigned employee to edit it.
Open, Completed, and Archived tabs
Both the Team Member Goals page and the Organizational Goals page group goals into three tabs, so you always see goals at the stage you care about:
- Open — goals still in progress.
- Completed — goals that have been completed.
- Archived — goals that have been archived.
Each tab shows only the goals you have permission to see. If a tab has no goals, a short message tells you so — for example, the Open tab invites you to create your first goal when there aren't any yet.
Sorting each tab
Each tab opens with a sensible default order and lets you re-sort the list:
- Open — sorted by due date, oldest first, so the goals due soonest (or most overdue) appear at the top. Goals with no due date are sorted last, by their assigned date. You can also sort by assigned date or alphabetically, in either direction.
- Completed — sorted by completed date. You can also sort by assigned date, due date, or alphabetically, in either direction.
- Archived — sorted by assigned date, newest first, so the most recently assigned goals appear at the top. You can also sort by due date or alphabetically, in either direction.
Filtering the listing
Within any tab, you can narrow the list to find a specific goal faster. The available filters depend on which page you are on.
On the Team Member Goals page, you can filter by:
- Pillar and area (available only when pillars are enabled in your academy settings)
- Goal type
- By job
- Assignee
- Creator
On the Organizational Goals page, you can filter by:
- Pillar and area (available only when pillars are enabled in your academy settings)
- Organizational filters
- Assignee
- Creator
What each goal card shows
Each goal appears as a card so you can read its status at a glance without opening it. A card shows:
- A thumbnail
- A goal-type tag — Personal or Team on the Team Member Goals page, Organizational on the Organizational Goals page
- The goal title
- Progress — a progress bar together with a numeric score
- Goal details — the creation (assignment) date, the due date and start date if set, who the goal is by and who it is assigned to, the target value, and tags such as "Continuous", "Weighted", or "Cascaded" where they apply
Select a goal's title to open its detail page. From the card itself, and where you have permission, you can also select Edit to change the goal, or update the goal's current value to record progress without leaving the listing.
Tracking and Managing Personal Goals as a Manager
In the Team Workspace, under Goals > Team Member Goals, you will be able to view your team members' personal goals. Filter by assignee on the left.
Then you can track how they are progressing.
If the individual is on your team, you will also be able to edit the individual's personal goals, as well as archive and delete the goal, if needed.
Note: When managing goals, if the selected pillar is configured as a weighted pillar, the goal cannot be excluded from Performance Reviews. In this case, the "This Goal can be included in Performance Reviews" option will be automatically enabled and greyed out, indicating that it cannot be modified.
Related Articles:
Goal Types