🎯 Who Can Create Which Types of Goals?

For an employee to create a goal, they must be added as a participant in the corresponding goal period.

🧍‍♂️ EMPLOYEE

(If the user is not a manager or group manager)

✅ Can only create individual goals.

📍 Path: Business Goals > Create Objectives

✍️ In the “Who is this goal for?” field, the employee will only see themselves.

👨‍💼 MANAGER

✅ Can create individual goals for themselves (just like employees).
✅ Can also create individual goals for their direct reports.

📍 How:
Navigate to My Team > Business Goals tab.
Select the relevant period, then scroll to the employee list at the bottom of the page.
Click the three dots (⋯) next to the employee’s name → Add Goal for Employee.

⚠️ Note:
If the Goal Approval Mechanism is activated, the manager cannot create goals on behalf of employees.

👥 GROUP MANAGER

✅ Can create group goals for the group(s) they manage.

📍 How:
Go to Business Goals > Create Objectives

In the “Who is this goal for?” field, select Group, then choose the group they manage.

🏢 SYSTEM ADMINISTRATOR

✅ Can create company goals
✅ Can create group goals
✅ Can create individual goals

📍 How:
Go to Business Goals > Add Goal.
In the “Who is this goal for?” field, the following options will appear:

• Company
  
  

• Group
  
  

• Individual

The system administrator can add goals under any of these categories.