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View Goals in a Review Context Panel

Hang Tran
  • Updated

How to use the context panel to view goals in a review cycle

While writing a review, reviewers can access previous 1:1 meetings. Reviewers can utilize this information to help provide additional context and examples to their responses.

This article covers the following topics:

Before you start

Private goals are only visible to the reviewers who have the correct permissions assigned to view the responses. For more information, check out the Review Visibility section outlined in this article.

Entering the review cycle

You can enter your review cycle from your Home page or from the People navigation bar.

Entering your review via the Homepage: 

Step 1: Navigate to your Home page. 
 
Step 2: Select on Perform your reviews task. 
 
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Entering your review via the People page:
 
Step 1: Navigate to the People page.
 
Step 2: Select your name at the top to be taken to your Profile.
 
Step 3: Select the Reviews tab and select the review cycle.
 
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Using the reviews context panel

Step 1: Select the name of your reviewee from the left-hand panel. On the right-hand side, the context panel will become visible. 

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Step 2: Select on the drop-down menu and select Goals.

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This context panel serves as a guide for reviewers to fully evaluate their reviewees on incomplete or complete goals and allow them to include suggestions for what they hope to see in the following months.

Note: Within the context panel, goals are ordered ascending by the due date and will only display up to 20 goals. 

Visibility

Private goals are only visible to the reviewers who have the correct permissions assigned to view the responses. This includes:

  • Managers of the reviewer can view public and private goals when reviewing their direct reports
  • Managers of Managers can view public and private goals when reviewing their indirect reports
  • Custom relationships (Dotted-line managers), if configured, can view public and private goals for reviewers they have been granted Goals visibility into when reviewing those reviewees
  • Peers and direct reports will only see public goals

Please note: Private goals will only be visible to reviewers who have visibility into the reviewee's goals via a role or relationship. 

 

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