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Adding Collaborators to Objectives (Optional Feature)

Customer Success Updated by Customer Success

Adding Collaborators to Objectives

Collaborative objectives can help to enable the transparency and sharing of objectives between colleagues while also nurturing cross-departmental collaboration. This is an optional feature that must be enabled by your HR team. If enabled:

  • Employees and managers can add their colleagues, within their team and across departments, to their Performance Objectives as 'Collaborators'.
  • These collaborators have full visibility on the objective details and statuses, as well as being able to add actions and comments.
  • Collaborators access Collaborative Objectives on a new tab on the Objectives page.

 How it works:

  • Once enabled, employees will see a new Add Collaborator button when adding or editing their Performance Objectives. Clicking on this button enables them to search for and add collaborators to an individual deliverable. 

Notifications and permissions: 

  • Collaborators are alerted by email that they have been added as a collaborator to an objective, with a link to that objective.
  • Being a collaborator enables you to comment on the objective or assign yourself and action from this objective. The objective owner can assign an action to any collaborator.
  • Collaborators can remove themselves as collaborators at any time.
  • If employees have not been added as a collaborator on any objective, then they won't see a Collaborative Objectives tab on their Objectives page.
  • Since managers can edit their team member's objectives, managers can also add and remove collaborators on their team member's objectives.

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