Under the HR menu tab, select User Goals. Click on More Options in the upper right corner and select Assign/Remove Goals.
From the Function field you can select ‘Assign’ or ‘Remove’ from the dropdown.
To Assign - make sure ‘Assign’ is denoted in the Function field. Upload a user list with the Employee IDs of the associates you wish to assign goals to. Then select a Goal from the Goal field by scrolling or typing into the filter box for quicker results.
To Remove - make sure ‘Remove’ is denoted in the Function field. By default, any Goals that have activity will NOT be removed; by selecting the Remove Goals with Activity checkbox, you are allowing Goals with activity to be removed from those users. Next, Upload a user list with the Employee IDs of the associates you want to remove goals from. Then select a Goal from the Goal field by scrolling or typing into the filter box for quicker results.
Note: To assign multiple goals to the same user list, click Add a Goal. Once you have selected all of your goals, click the Assign button.
Note: To assign multiple goals to the same user list, click Add a Goal. Once you have selected all of your goals, click the Assign button.
There may be times where you will need to remove a goal from a single user.
Go to the Learning Management menu tab and select User Goals
Search for the user using their name or ID.
Expand the goal that you wan to remove and click on the options button. Select Remove.
Goals can be assigned automatically to users using Positions. To do this, navigate to Goal Administration and the ‘Positions’ tab. Use the type ahead drop down to add Positions.
Goals are assigned (or removed) nightly up to the Auto-Assign Cutoff Date. After the Auto-Assign Cutoff Date, user Goals will be no longer added or removed. The Auto-Assign Cutoff Date is set at the Goal Type level. Users will have goals removed if:
The position is removed from the Goal
The user falls out of the position
The position is deactivated
NOTE: Goals added to users using a user list upload or by added manually on the My/User Goals pages will never be removed automatically.