Overview
As an administrator or manager, you can easily track when employees create or make updates to their goals. This article outlines how to view goal creation and update details, what information is included, and how notification settings work.
Tracking Goals via Intelligence Reports
You can verify the timeline of an employee's goal activity using the Intelligence Report.
Steps to Access Goal Timelines
- Navigate to the Intelligence > Report.
- Select the Goal > All Goals Report
- Filter by the employee's name or department to locate their goals.
- Review the timestamp by adding the fields Created at and Updated at.
Add the Fields 'Created at' and 'Updated at' as highlighted in the screenshot
View the timestamp as displayed below
Important Things to Note
- Latest Updates Only: The Intelligence Report displays the initial creation timestamp and the most recent update timestamp. It does not display a full version history or track the total number of individual edits made over time.
- Manager Email Notifications: Whenever an employee creates, edits, or deletes a goal, their direct manager automatically receives a real-time email notification summarizing the change.
Frequently Asked Questions (FAQ)
Can I see how many times an employee edited a goal?
No. The system only captures the timestamp of the latest modification, not the total edit count or revision history.
What actions trigger a manager notification?
Managers receive an automated email notification when an employee:
- Creates a new goal
- Edits an existing goal
- Deletes a goal