In this article, we'll explain how Administrators can create, amend, or archive Objectives for a User in Perform. This helps administrators efficiently manage their systems without the need to contact Kallidus Support for individual User changes.
For bulk actions involving many Users, please contact Support to discuss how they can assist with the process.
This article includes:
- How to create an Objective for a User
- How to amend an Objective for a User
- How to archive an Objective for a User
How to create an Objective for a User
- Select View everyone from the Perform administration menu:
- Navigate to the User
- Select Check objectives:
- Select New objective:
- Add in the details for the objective
- Set a Due date
- Select Save changes
How to amend an Objective for a User
- Follow steps 1 - 3 from 'How to create an objective for a User' section above
- Find the objective that needs to be amended
- Select Edit:
-
Make the changes that are required (to the objective title, description or the due date):
- Select Save changes
How to archive an Objective for a User
- Follow steps 1 - 3 from 'How to create an objective for a User' section earlier in this article
- Select the archive icon, and the objective is archived:
Archived objectives are still visible and are found in the Archived tab area.
Get deeper learning in The Academy
See how individual and global objectives are created and managed, and get an overview of the review process for managers and their team - including best practice advice, and hints and tips from the Kallidus team.
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