How to assign the goal period to the employees?

Individually:

  • Go to Performance<<Performance Dashboard.
  • Select Goals and then choose the required goal period to be assigned.
  • Click on "Actions" in the top-right corner and select "Assign Goal Approvers"
  • Click on "+" next to the employee name to assign an approver from the drop-down available.

In Bulk:

  • Go to Performance<<Performance Dashboard.
  • Select on Goals and then choose the required goal period to be assigned.
  • Click on "Actions" on the top-right corner and select "Assign Goal Approvers"
  • Then select the employees
  • Then click on "Actions" and select "Bulk Assign Approvers"
  • You can also use an excel sheet to do so by selecting "Bulk Upload Approvers"

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