Enforce Goal Policies

Prior to this enhancement, when creating goals, users did not know the minimum number of required goals in a review period.

With this enhancement, administrators can configure, a minimum and maximum number of required goals for a Division, and a total weight limit for goals.

The system now displays the message on My Goals page for the minimum number of required goals. Additionally, the system now enforces the maximum number of goals limit and total weight limit via Review tasks.

Users can see these requirements on the My Goals page.

If any of these limits are exceeded, error messages appear:


  • Neither Reviewees nor Reviewers of a Review task will be able to breach the configured weight and maximum goal limit via a Review task​.
  • This feature works best when the following Corporate Preference option is enabled: Goals preferences and configuration respect the goal owner’s OU. Changes made to this setting affects all goals.


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


The following existing permissions apply to this functionality:

Goal Preferences - Manage Grants ability to manage Goal Preferences, where various goal features can be enabled or disabled according to the needs of the organization. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration
Company Goals - Create Grants access to create goals that appear to all users as "company goals." This permission cannot be constrained. This is an administrator permission. Performance - Administration
View Goals

Grants ability to view own goals and (depending on role and settings) goals of others (manager's visible goals, direct subordinate's goals, company goals, division goals). This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.