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Table of Contents

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Approve Goals via Team Goals

  • Go to Performance > Goals and click on Team Goals.

  • Next, use the filter option to display Pending Approval goals only for a quicker search.

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  • Expand your direct-reports goals, by clicking on the arrow down button. Once you identify the Pending Approval goal, expand the Goal Options menu.

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  • To review the goals details, select Edit.

  • To approve the goal directly from the Team Goals page, select Approve.

  • A confirmation window will appear, select Yes to finish.

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Approve Goals via Inbox

Employees can create goals themselves, but you need to approve them before a goal becomes part of an employee’s performance plan. You’ll receive an email when the employee submits the goal for approval.

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Tip

The employee receives an email letting them know the goal has been approved. If you deny the goal, the employee will receive an email as well.

Approve Goals via Team Goals

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Next, use the filter option to display Pending Approval goals only for a quicker search.

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  • Expand your direct-reports goals, by clicking on the arrow down button. Once you identify the Pending Approval goal, expand the Goal Options menu.

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  • To review the goals details, select Edit.

  • To approve the goal directly from the Team Goals page, select Approve.

  • A confirmation window will appear, select Yes to finish.

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