Collaborative Objectives

Customer Success Updated by Customer Success

Adding Collaborators to Objectives

Collaborative objectives can help to enable the transparency and sharing of objectives between colleagues whilst also nurturing cross-departmental collaboration. When enabled via the Admin area:

  • 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:
  • This is a fully optional feature. To enable it, admins must turn this feature on from the Admin page (scroll down to the Objectives section > Allow users to collaborate on objectives > Yes).
  • The terms Collaborator(s) and Collaborative Objective(s) are configurable on Admin > Languages and System Terminology page.
  • 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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Personal Development Objective Options

Configuring the Objectives Library

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