This is a guide for team leaders (approvers) who have received goal agreement requests from team members.
Approving Goal Agreement Requests
If a team member has requested a goal agreement, you can find it in [Home Feed] → [To-do] under [Tasks to Complete].
Click the task, review the goal agreement list, weights, and evaluation criteria sent by the team member, then proceed with [Reject] or [Confirm].
If you have different views on the evaluation criteria or goal weights, [Reject] and set up the goal agreement again through a one-on-one meeting with the team member.
FAQ
How does the team member get notified when I [Confirm] the goal agreement?
How does the team member get notified when I [Confirm] the goal agreement?
They can check that the goal has been confirmed via email and flex notifications.
How does the team member get notified when I [Reject] the goal agreement?
How does the team member get notified when I [Reject] the goal agreement?
They can check that the goal has been rejected via email and flex notifications.
The team member can click the rejected goal to request goal agreement approval again.
What should I do if the approver has left the company during the goal agreement process?
What should I do if the approver has left the company during the goal agreement process?
Goal agreement requests are sent to the team leader of the requester's organization.
If the team leader of the department has left and agreement is not possible, go to Goals - My Goal Agreement - select Goal Agreements Awaiting Confirmation, then you can change the approver.
