Transferring Goals between Users

Objective

After completing this lesson, you will be able to transfer a goal between users.

Goal Transfer between Users

As an administrator, you may transfer an existing goal from one user to another. For example, if one person leaves a team and a new person joins, you may want to transfer goals from the person leaving to the one coming in to take their place.

This screenshot shows the Goal Transfer screen.

This goal transfer feature will transfer the goals from one person to another. The goals would be associated with the same goal template as the one from which they had been transferred. For example, transferring a goal from one employee’s Goal Plan will place it on the new employee’s Goal Plan. Once the goal is transferred from one employee to another, the previous goal owner will no longer see it in their plan.

The Goal Transfer can be enabled within Manage Permission Roles→Administrator Permissions→Manage User→Goal Transfer.

This screenshot shows the Manage User permission settings and highlights the Goal Transfer permission.

Caution

IMPORTANT: The Transfer Goal Between Users admin tool respects Role-Based Permissions for transferring one user’s goals to another. You will only be able to transfer goals between users who are in your Target Population.

Transfer a Goal

Business Example

In this exercise, you transfer a goal from one user to another.

ExerciseStart Exercise

Steps

Navigate to Transfer Goal Between Users from the Action Search.
In the Transfer from Employee field, type admin). In the Transfer to Employee field, enter the name of a different user. You can use Marcia Barista (mbarista).
Choose Find Goals. Verify there are several goals from different goals plans that are likely to be transferred. Select the 3 existing goals from the 2019 Goal Plan for KTE Associates template.
Choose Transfer.
A confirmation message 3 goal(s) successfully transferred should display.
To proxy into the account of the user you transferred the goal to (Marcia Barista), from the name menu, choose Proxy Now.
Select Manage My Goals and verify you can now see these goals in their Goal Plan.
Select one of your new goal cards to drill down into the Goal Details.
On the goal details, locate the Goal Audit section and select View Audit History option.
Verify the Audit History shows that the goal was transferred from Emily Clark.

Summary

Administrators with the right permissions can transfer an existing goal from one user to another (for example, if one person leaves a team and another person joins).
Goal Transfer can be enabled within Manage Permission Roles→Administrator Permissions→Manage User→Goal Transfer.
Once a goal is transferred from one employee to another, the previous goal owner will no longer see it in their goal plan.

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