In addition to the ability of managers and employees to interact about employee goals, PerformYard also allows a goal to be shared across multiple employees. This feature allows a goal assignee to add others to the goal, where they can participate in updating the goal, adding/completing checklist items and communicating about the goal. When you share a goal with someone, note that the other employee will not be able to mark the goal as complete or archive it.


To share a goal, navigate to that goal's details by selecting an active goal from the Goals page. You’ll see if anyone already shares the goal at the top.


Scroll down to Shared With to specifically see with whom the goal has been shared. 


 

To share with other employees, click the Pencil icon, and then start typing the name of the employee with whom you want to share. Select that person from the list and click Update.



Remove existing sharers by clicking the X to the right of their name.

 

Once a goal is shared, it will appear in each user's active goal list, annotated as one that either has been shared with you or that you have shared with another user.