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How to add, delete or edit Goal Tags

  • August 10, 2023
  • 0 replies
  • 457 views

The option to manage goal tags is defined by the relevant permission (Manage tags). .
Go to:

  • From the top left, click Bob products
  • Select Talent 
  • You will find in the left menu the option Goals
  • Select People’s Goals (the same can be done through Company or Department goals)
  • Click on an employee from the list to see their goals
  • Click on one of their goals
  • Click on the 3 dots at the right of the form you want to change
  • Select the More dropdown menu
  • Then, select Edit
  • Under Additional Details, click on Edit List

Enable the relevant permission (company level) through:

  • From the top left, click Bob products
  • Select System Settings 
  • Click, in the left menu list, on the Account dropdown menu at the bottom
  • Then, select Permission groups
  • Choose the permission group you want to edit (you can see here the distinction between the default groups and how to manage permission groups)
  • In the Features tab, go to Goals
  • Select Edit at the top right, to be able to change the permissions
  • Tick the Manage tags permissions to allow editing it 
  • Save

 

Last edited on June 20th, 2024