Cognition Knowledge Base

Assign/Remove Goals

Owned by Liesl Christle
Last updated: Mar 28, 2023 by Debra Jensen
3 min read

Assigning Goals to a Group of Users

Under the HR menu tab, select Goal Library. 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.

 

Assigning/Removing a Goal from a Single User

There may be times where you will need to remove a goal from a single user. These options may not be available to all users depending on the permissions set up. However, Enterprise Administrators always have this action available. See Goal Types for more information on these settings.

  1. Go to the HR menu tab and select User Performance

  2. Search for the user using their name or ID.

  3. To add a goal, click on the “Add New” button.

  4. Expand the goal that you want to remove and click on the Options button. Select Remove.

Assigning Goals by Position

Goals can be assigned automatically to users using Positions. Assigning goals by position will ensure that users who fit that criteria set by the position will automatically be assigned that goal. If a user no longer is part of that group you originally chose, the goal will get removed as it is no longer applicable to them.

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.

 

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