How do I use the Goals page as a manager?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Jun 14, 2019
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The Goals page helps you manage and view your team goals. Employees can align their personal goals to the team goals you create. You can also view company goals on the Goals page.

Note: Personal goals that an employee has marked as private are not visible to managers and cannot be aligned with company or team goals.

View Global Navigation

  View Global Navigation

In the My Team navigation menu, click the Goals link.

View Goals Page

  View Goals Page

The Active tab displays all of your employee's active goals [1]. The Completed tab displays all of your employee's completed goals [2].

To view team goals, click the Team Goals tab [3]. To view company goals, click the Company Goals tab [4].

View the employee's name and number of goals [5]. View the goal, goal due date, subtasks, and if the goal has been assigned by you [6].

To delete a goal you have assigned, click the Delete icon [7].

To add a note to an employee's goal, click the Add Note link [8].

To assign a team goal, click the Assign Goal button [9].

 

View Team Goals

  View Team Goals

To view team goals, click the Team Goals tab [1]. 

The Active tab displays all of your active team goals [2]. The Archived/Completed tab displays all of your completed team goals [3].

To edit, archive, complete, or delete the team goal, click the Options icon [4].

To view team goal details, click the title of the goal [5]. 

View Team Goal Details

  View Team Goal Details

In the Team Goal Details page, you can see which personal goals have been aligned to the team goal. Use the arrows to navigate between goals [1].

To assign a goal that that will automatically be aligned with the selected team goal, click the Assign Goal button and add the goal details [2].

View Company Goals

  View Company Goals

To view company goals, click the Company Goals tab [1]. 

To view company goal details, click the title of the goal [2]. 

View Company Goal Details

  View Company Goal Details

In the Company Goal Details page, you can see which personal goals have been aligned to the company goal. Use the arrows to navigate between goals [1].

To assign a goal that that will automatically be aligned with the selected company goal, click the Assign Goal button and add the goal details [2].

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