Support Center

How does a Supervisor view and create a Goals Meeting Note?

Last Updated: Sep 23, 2015 10:35AM EST

Goals Meetings

Once logged in, click on the Roll Call tab.  Roll Call defaults to displaying Direct Reports only.  If you are looking to enter a goals meeting for someone assigned to one of your Groups, uncheck the the option “Direct Reports” check box and click the Filter button.  To see members of a particular Group you are a Group Viewer of, click Advanced Options, select the Group whose members you want to see and click the Filter button. 


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