Using Team Goals in Goal Management

Objective

After completing this lesson, you will be able to use Team Goals in Goal Management.

Team Goals Management

To create a new Team Goal, choose the Manage Team Goals button in your Goal Plan.

This screenshot shows the 'Manage Team Goals button in a Goal Plan.

Within the Manage Team Goals page, you can use the Assign Goal button to assign already created team goals to team members. By selecting the Create Goal button, a new team goal can be created, or source team goals can be copied from the user's goal plans to create new team goals. You can select the Create Now link to open the Goal Creation Options page for Manage Team Goals.

This screenshot shows the Manage Team Goals page and highlights the Create Goal and Assign Goal buttons.

From the Goal Creation Options page, there are different methods that can be used to create team goals.

  • Generate: There is a text field where an end user can input what they want to achieve and use Generative AI to create a new goal. This option is only available if:
    • Assisted Performance Goals is enabled in AI Services Administration.
    • The user has Assisted Performance Goals permission granted in User Permissions→AI Access.
    • The user has Manage Team Goals and Create Team Goals permissions granted in User Permissions→Goals.
  • Create from Scratch: This option will allow end users to create a goal with blank goal form. AI is also present to assist (if AI capabilities are enabled).
  • Copy from Goal Plan: This option will allow a user to select Team Goals from previous goal plan templates to copy to the current goal plan.
This screenshot shows the 'Goal Creation Options' on Manage Team Goals, including writing goals with AI, Create from Scratch, and Copy from Goal Plan.

The Create Team Goal menu will allow users to add details about their goals, just like personal goals. However, there is no option to change the Visibility; it will appear greyed out since the Team Goals will always have Public visibility and cannot be set to Private like the personal goals.

This screenshot shows the 'Create Team Goal' screen.

The next step will be to select Assign Team Goal to assign the goal to other employees (assignees). These might be the manager’s direct reports or other employees beyond the hierarchy (depending on the role’s target population in RBP).

From My Team: This tab will display the direct reporting hierarchy of the Team Goal owner.

Via Search: This tab will allow Advanced Search to locate other possible assignees. You can use Department, Job Code, or Division, among other search options available.

This screenshot shows the Select Assignees step to assign a team goal.

In the second step (optional), the goal can be edited before it is assigned.

Finally, the goal is created and assigned. Further actions (depending on the permissions assigned to the role) will be available:

  • Edit Goal
  • Delete Goal
  • Assign/Unassign Goal: Additional assignees can be added or removed.
  • Share Ownership: The Team Goal can be shared/unshared with other managers who would be co-owners of the goal. Depending on the permissions, co-owners might also be able to delete the goal.
This screenshot shows the actions menu available for Manage Team Goals.

Create and Assign a Team Goal as a Manager

Business Example

In this exercise, you will navigate as a manager to Manage Team Goals and create and assign a Team Goal for your direct reports in the organization.

ExerciseStart Exercise

Steps

  1. Log into the instance as an administrator, and, on the user profile, select Proxy Now.

  2. Proxy as Marcus Hoff, one of the managers in the organization.

  3. Select the quick action Manage My Goals in your Home Page.

  4. In the goal plan dropdown selection (beside the Goal Plan name), select your [Current Year] Goal Plan [Your Initials].

  5. Verify you can see those two goals you created in a previous exercise.

  6. On the top-right corner, you will see some action buttons. Select the Manage Team Goals button (it may be hidden but you can display it selecting this …).

  7. Select Create Team Goal, adding the following details:

    Hint

    You can try using Generative AI to assist on the goal creation. Type the goal name on the input field and select Generate.
    • Name: Conduct 100% of annual performance reviews on time
    • Category: Internal Business Processes
    • Metric: Performance review completion rate
    • Weight: 15%
    • % Complete: 50%
    • Status: On Track
    • Milestones
      • Milestone 1 Description: Review Meeting Q1
      • Milestone 1 Due Date: 03/31/20XX
      • Milestone 2 Description: Review Meeting Q2
      • Milestone 2 Due Date: 06/30/20XX

  8. Select Save.

  9. In the Goal Card, select the actions and locate Assign Goal option.

  10. Select the first 4 direct reports (Anita Burns, Gordon Silvers, Hannah Summers and Harry Wilson).

  11. Scroll down and select Next.

  12. Select Next again, and choose Assign.

Summary

  • On the Manage Team Goals page, you can use the Assign Goal button to assign already created team goals to team members, or the Create Goal button to open the Goal Creation Options page.
  • When Team Goals are created, users can add details like personal goals; however, there is no option to change visibility, as all Team Goals have public visibility.
  • When a user selects to Assign Team Goal, they select assignees and edit the goal if applicable.

Learning

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