By default admins and Goal admins can duplicate Goals but admins can also enable this ability for People Managers, Managers of Managers and Department Heads.
Before you start
- The ability for People Managers, Managers of Managers and Department Heads to duplicate Goals can be enabled/disabled by navigating to Admin > Goals > Settings > Advanced and toggling duplication on/off.
- The employee who performed the duplicate action will receive an email following the completion of the task, confirming the success of the action or informing them of an error with the action.
Duplicate a goal
- Navigate to the Goals page.
- Search and select the desired goal.
- In the goal context panel, select More > Duplicate.
- In the Duplicate modal, select the following:
- New individual owners (Required)
- New goal cycle
- Start date
- Due date
- (Optional) Under Alignment, select the checkbox to choose to retain the same alignment with the selected goal's parent.
- (Optional) Under Duplicate supporting goals, select the checkbox next to the supporting goals to also duplicate those goals.
- Select Create [number] duplicate goal.
Who can duplicate which Goals?
- Company Goals: Only the Company Goal owners.
- Department Goals: Only the Department Goal owners.
- Public Individual Goals: Admins, Managers and Managers of Managers.
- Private Individual Goals: Admins, Managers and Managers of Managers of the direct/indirect reports.