- First, navigate to the Goals module. Under "My Goals," you can view the visibility of the goals. For this example, in "Custom Goals 1," both the parent goal and its key results have the custom visibility setting enabled, except for KR 1.2.
- For "Custom Goals 2," the custom visibility setting is enabled only for KR 2.1.
- Now, go to the homepage and include your goals in the review cycle by selecting the "Define Goals" option.
- For key results with custom visibility settings enabled, you won’t be able to add them to the review cycle. The “Add Goal” button will be disabled on the define goals page for these hidden goals. If you hover over them, a message will appear saying: “You can’t include this goal because the manager doesn’t have visibility for it.” This ensures that only visible goals are included in the review cycle.
- You can include the key results that do not have custom visibility settings enabled.
- If a parent goal (Objective) is hidden but its child goals (Key Results) are visible, the system will prompt a modal before allowing inclusion. The message will read: “The manager doesn’t have visibility for the parent goal. Are you sure you want to include it?”
- Click "Submit" after adding weightage to the goals/key results to finalize and save your selections.
- Once the goal selection phase is launched, the reviewee's manager can approve the goals directly from the homepage by clicking the "Approve Goals" button.
- As a manager, you cannot access the parent goal if its custom visibility is not enabled. Even if the child goals (Key Results) of the parent goal have the custom visibility enabled, the tool restricts access to the parent goal for the manager.
Exceptions: Managers who are admins, creators, or owners of a custom goal can still view and access goals that have custom visibility settings enabled.
