Consolidated Management of Goals

Prior to this enhancement, before task completion, goals created in the goal planning section of a Performance Review Task were not visible on the My Goals page, Snapshot Goals, or in Reporting 2.0. Additionally if a user created a goal and the manager did not complete their review step, once the task expired, the goal did not appear on the My Goals page. Goals in Pending approval status were not visible in the goal planning section.

With this enhancement, before task completion:

  • Goals created in the Goal Planning section are visible in read only status on the My Goals page, Snapshot Goals, and in Reporting 2.0.
  • A new "In Review" status is added to identify goals currently being worked on in a goal planning section.
  • The View History tab now shows the modification history for goals created in a goal planning task.

If a Performance Review Task contains a goal planning steps that expires, the goals created in the review task are now moved to Draft status and the Performance Review Task Expiration-Goal Moved to Draft Status email is triggered if configured in Email Administration. These goals are now available on the My Goals page.

Goals in Pending Approval status are now visible in the goal planning section of a Performance Review Task. Approvers can now approve a goal from this page.

Considerations

The Performance Review Task Expiration-Goals Move to Draft Status email must be activated in Email Administration to trigger an email when goals created in the review task move to Draft status.

Implementation

This functionality is automatically enabled for all organizations using the Performance module.

Note: This enhancement impacts current and future performance review tasks.