Administrators and managers have the ability to assign the same goal to multiple, different people. While these goals are not linked together, they allow for easy goal development where many individuals have the same objective. To create one of these goals, you’ll use the same Create Goal button as if you were creating one for yourself or a single individual. Then when you get to the assignment section, select Assign goal to multiple employees.

On the next page, you'll see a list of everyone for whom you have permission to create a goal depending on your role:

  • If you are a manager, this will include every employee that reports to you or up to you via the chain of command.
  • If you are a group admin for a group set such that group admins have access to goals, this will include everyone in the group.
  • If you are a administrator/billing administrator, this will include all employees.


Check the box to the left of each employee you want to assign the goal. This screen may have multiple pages depending on how many employees there are where you have this permission. You can search for individuals in the search box at the top or select multiple individuals by group (or all), again depending on your permission. Check the Show only selected employees box after you have made some selections to see just those selected employees.

Click Done Selecting in the lower right after you have made your selection. The Assignment box will now display how many people you had selected:


Once you are satisfied with the goal, click Create GoalA box will appear in the lower left directing you to a list of those goals if necessary; otherwise you can create more goals or return to your goal list.