This article is intended for managers.
Objectives play a central role in performance assessment. To facilitate cooperation and transparency in this exercise, it is now possible to track the history of changes made to employees' objectives.
- 🔐 Who has access to an employee's goal history?
- 🎯 What objectives are involved?
- 👀 Where can I find the history?
- 📇 What information is available?
As a manager, you can access your employees' objectives at any time.
To do this, go to My Team and click on the Ongoing Objectives for the employee in question.
You will be able to modify current objectives, or create new ones. To know more about how creating and completing objectifs, please read this article : Complete and assess an objective.
You can also import one or more goals from one employee to another.
💡 Note: When a review cycle is active to evaluate the current objectives, then you will find the same objectives in the review cycle and the Objectives tab. By modifying the goals in the active review cycle, they will be modified in the same way in the Objectives tab.
🔐 Who has access to an employee's goal history?
All users with access to the objectives concerned can view the history:
- the employee,
- direct or indirect managers,
- administrators with rights to the employee concerned.
🎯 What objectives are involved?
This new feature is only available for objectives created after the deployment date ➡️ so only objectives already published on or after September 17 are affected.
Draft Objectives
Draft objectives are never included in the history, so that managers can adjust their preparation before publication.
⚠️ Warning : If a manager publishes, un-publishes and then re-publishes an objective, all changes made prior to the last publication will be absent from the history.
👀 Where can I find the history?
The history can be accessed from any tab with published objectives, i.e. from an objective definition and/or reviewee review, or from the employee's profile and the “Objectives” tab by clicking on “View history”.
📇 What information is available?
You'll find a line for each modification with details of the modification in question, such as :
- the date and time the objective was created,
- the date and time the objective was modified,
- the author of the objective creation or modification (employee, manager, admin or Elevo Support),
- the modification in question (title, description, due date, weight, completion or KPI's),
- the before/after comparison for each modification (excluding KPI's).
💡 Note : In a review shared by both parties containing objectives, the history accessible from this review does not show the modifications that have taken place since the sharing (which locked the said objectives). To see the complete history since sharing, it will be necessary to access it from the profile.