How You Share Performance Goals
You can share performance goals with your team members or your colleagues. To share goals, select the Share action for a goal on your Goals page.
The people you share your goal with can add a copy of the shared goal to their goal plan. For example, as a manager, you might want your team member to know about the goals for overseas assignment but would like the team member to decide whether or not to add the goals.
As a manager, you can share your goals with your direct reports, dotted-line reports, or selected persons. By default, all team members are selected when you try to share a goal as a manager. As an employee, you can share your goals with colleagues you select. You can also share tasks that are associated with goals. A notification is sent to the people you share the goal with.
You can identify goals that you have shared with others by their Shared label.
Shared Attributes
These attributes of the original goal are shared with the recipient:
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Goal name
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Goal details including start date, target completion date, category, level, and description
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Measurement attributes including name, unit of measure, target type, and target value
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Target outcome attributes including name, description, and source
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Tasks attributes including name, type, priority, start date, and related link
Profile options determine if you can add target outcomes and tasks to a goal. You set up profile options in the Setup and Maintenance work area. Goal plan settings determine which key goal fields of an added goal you can change. When you share a goal, you can decide further whether to share tasks, if enabled.
Sharing Goals when a Worker or Manager Transfers
When an employee or manager transfers and that person is no longer a direct report of the manager, the goal is still available to the employee in the Goals Shared with Me section of the employee's Goals page.