How You Manage Goals Shared With You

You can see goals shared with you in the Goals Shared with Me section of your Goals page.

Your manager or your colleagues can share their goal with you if they think that you also need to achieve that objective. For example, if your manager has a performance goal to Increase sales for Quarter 3 by 15%, your manager might decide to share that goal with you.

Goals that your manager or organization owner shares with the organization are referred to as organization goals. These goals will also be part of your shared goals.

View Shared Goals

The shared goals in the Goals Shared with Me section of your Goals page are grouped appropriately in these subsections:

• HR Goals

• Manager Goals

• Colleagues Goals

• Organization Goals

By default, you can view these attributes for a shared goal:

• Goal name

• Goal description

• Name of person who shared the goal with you

• The date the goal was shared with you

You can view these additional attributes for organization goals that are part of your shared goals:

• Department of person who shared the goal with you

• Priority

• Target completion date

Your administrator can make these additional attributes visible for shared goals in Transaction Design Studio:

• Category

• Level

• Related link

• Start date

• Status

• Subtype

Sort Shared Goals

When many goals are shared with you, you might want to view the goals in a particular order. You can sort goals that you see in the Goals Shared with Me section based on these attributes:

• Name of the person who shared the goal

• Shared date

• Goal name

Add and Update Shared Goals

To include a shared goal in your goal plan, select the goals and then click Add as My Goal. You can then select any assigned goal plan for the review period. The goals that you added are no longer listed in the Goals Shared with Me section.

Note: If your administrator has enabled approvals, you will continue to see the selected goals in the Goals Shared with Me section until the approval is complete.

When you add a goal shared by your HR specialist, manager, or your organization owner, the added goal aligns automatically to the shared goal. This ensures that the added goal supports the original goal. But remember that the original goal doesn't reflect any change you make for the shared goal.

Remove Shared Goals

You might not want to include some goals shared by your manager or colleagues as part of your goal plan. You can remove such goals from the Goals Shared with Me section. But remember that your manager or colleague can share the goal with you again.

Note that you can't remove the organization goals that are present in the Goals Shared with Me section of your Goals page.