Note: You must have moderator access to close an objective for an individual when acting as an admin.
Once an individual has finished working on their objectives you may want to close these so that they can be archived as read-only records.
Go to the Admin Centre > People Tab > Filter and search for the individual or their line manager within the 'Specific employee' field and click search results.
Depending on your account configuration, you will need search for and 'view as' the individual (employees can close their own objectives) or as their line manager (only managers can close an objective).
If viewing as the individual:
Click on the individuals Objectives tab. This will take you to their Objectives page.
Click on the objective that needs closing to open up the objective as a pop-up.
At the bottom of the objective will be a check box that can be ticked to indicate that work has finished on it.
Ticking this box and clicking on the Save button will close off that objective and archive it.
If viewing as the line manager:
Click onto the line managers Team tab.
Find the employees profile and click onto the Objectives section. This will take you to their Objectives page.
Click on the objective that needs closing to open up the objective as a pop-up.
At the bottom of the objective will be a check box that can be ticked to indicate that work has finished on it.
Ticking this box and clicking on the Save button will close off that objective and archive it.
Note: You will only see the check box if you have permissions to close the objective. In most cases your manager will need to close off a completed or finished objective for you.
Where can you find an individuals archived or closed objectives?
You can access archived/closed objectives at anytime from the individuals Objectives tab.
All you need to do is click on Archived which will show all the closed objectives. Click again if you want to hide them.
Info: If you complete actions when viewing as someone else, these will be logged in the system to show that the tasks were completed by you in the 'view as' mode, ensuring all actions are accountable when using this tool.