Note: This is a user-restricted feature. Only team manager users are able to convert personal goals to team goals. Goals are only available for Momentum plan customers.
When adding team-level goals to allow for more flexibility it is also possible to add personal employee goals from the same screen. If you find you have accidentally set a personal goal instead of a team goal, don't worry, you can quickly convert that personal goal.
Converting personal goals to team goals in Perform & Engage 365 on web
Converting personal goals to team goals in Perform & Engage 365 on Microsoft Teams
On web:
- On the 'My Team' tab select 'Goals'
- Your team goals are listed first, then below are personal goals for the members of your team (listed alphabetically)
- Find the employee with the personal goal you need to convert to a team goal and select the three-dot icon at the end of the row
- Select 'Convert to Team Goal' and confirm this action when prompted
- The goal will move up to sit under the 'Team' section of this page and the personal goal is now converted to a team goal
On Microsoft Teams:
- On the 'My Team' tab select 'Goals'
- Your team goals are listed first, then below are personal goals for the members of your team (listed alphabetically)
- Find the employee with the personal goal you need to convert to a team goal and select the three-dot icon at the end of the row
- Select 'Convert to Team Goal' and confirm this action when prompted
- The goal will move up to sit under the 'Team' section of this page and the personal goal is now converted to a team goal