This article will help you assign Goals to users individually and in bulk. It will also show you how to edit Goal assignments for users.
How to assign Goals individually and in bulk
1. Navigate to Admin > Performance > Assign and locate your user or select users in bulk. You can filter by Departments in the left-hand menu, under Organizational overview to narrow the user selection.
It's not supported to assign Goals to Teams.
2. In the assignment window, select the applicable sub-goals and main-goals.
Important: as sub-goals are evaluated, you must ensure to assign sub-goals otherwise you will not be able to evaluate the user based on the main-goal only.
3. It’s supported to customize the assignment specific to the user or users. You can edit the Weight and Target in the relevant columns. This will not impact the overall Goal's configuration or other users’ assignment.
The platform with adjust the Weight % to ensure that all main-goals and their sub-goals equal 100%, while your specified prioritization is preserved.
Save assignment to complete this step.
How to edit existing Goal assignment
4. To edit an assignment, follow the same steps above.
Locate your user or users and click the Assign icon to view their existing Goal assignment. Make your changes and click Save assignment.
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