It is now easier than ever to edit Objectives on multiple or all of your Employees’ Plans.
- Company administrators, Supervisors, and Employees can all access BalancedResults. However, only Administrators can edit Objectives en masse.
- Editing an Objective will override the current title and/or description.
- Objectives can only be edited on Draft and Active Plans.
- Looking for something else? Learn how to:
- In BalancedResults, click Plans, then click Objectives.
- Using the search feature, type the name of the Objective you want to edit. This will allow you to see all of the Employees with that Objective.
You can also scroll through each Employee Plan to locate the Objectives you wish to edit. -
Once you’ve located the Objective you want to edit, you can update it on specific Employee Plans by selecting the checkbox next to each one, or edit it en masse across all shown plans by clicking the Select All checkbox at the top of the table.
- Next, click the Admin Actions button at the top of your screen. From the drop-down menu that appears, select Edit Objectives.
- A modal titled “Mass Edit Objectives” will appear. Title and Description fields are provided where you can type or paste new Objective content.
To copy content from another Objective:- Minimize the modal using the trigger in the top right corner.
- Find the title/description you wish to use, then copy that text.
- Reopen the modal from the bottom center of your browser window.
- Paste the content you copied into the appropriate field.
- Minimize the modal using the trigger in the top right corner.
- Once you have completed those steps, click Submit to apply those edits to the Objectives you selected.
