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  • Click the Snapshot tab at the top of the page to view the Snapshot page. This page allows you to easily access your performance plan, completed task PDFs, or separate documents previously uploaded to the Snapshot page. You can click the View Team button here to see the same information on this page for any of your direct reports as well.

  • Another way you can access your Direct Report or Indirect Reports Goals, is by searching their name in the top right search bar. If they are in your upline, you should be able to click on their name and access their Snapshot where you can view Documents, Goals, and Reviews.

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The documents tile on the Snapshot page will not show any documents attached to individual goals. Those documents can be found within the goal to which those documents are attached.

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Looking at Goals: As a Supervisor for Direct Reports

There are a few ways to view your Direct Reports Goals.

  1. Profile & Snapshot

Looking at Goals: As a Supervisor for Indirect Reports