After the Admin has configured the Custom Role, specific permissions can be granted to “Goals."
These permissions can be for specific subsets, as well as one global permission to create Company Goals!
The permissions that can be granted:
1) Permission to view private Goals
This permission allows role owners to view the public and private Goals of the employee subset the Admin has set.
2) Permission to edit Goals
This permission allows role owners to edit the public and private Goals of the employee subset the Admin has set.
3) Permission to create company goals
As this is a global permission, it will affect the entire employee experience, as Company Goals are visible to everyone in your Org by navigating to the "Company" tab.
4) Permission to manage goal cycles
This is also a global permission. It will allow you to create and manage goal cycles for your entire organization.
What does this permission look like to the person with the custom role?
The employee given this Custom Role will see an Admin page at the bottom of their discovery navigation. Entering the Admin page, will take the role owner back into the Goals page under the Status reporting.
The employees-specific role owner can also see the private goals for their group within the Goals Page.
As a reminder, these permissions only apply to the subset of employees that the admin has selected for the role owner. The role member(s) will not have access to other employees' private information that falls outside of this subset.