The owner of an existing goal can’t be changed after the goal has been created and saved. This applies to all goal types, including Individual, Department, and Company goals.
If you need to move a goal to another employee, you can duplicate the goal and assign the duplicate to the new owner:
- Duplicate the goal you want to reassign.
- When duplicating the goal, select the new employee as the owner.
- Create the duplicated goal for the new employee.
- Delete the original goal from the previous employee if it’s no longer needed.
Keep in mind: Previous check-ins, notes, and progress history aren’t carried over to the duplicated goal. If you need this information on the new goal, you’ll need to enter it manually.
If you need to move multiple goals, repeat this process for each goal individually. Bulk reassignment isn’t currently supported.