Goals Configuration Overview

The Goals Configuration page allows you to customize the way goals appear in your portal as well as goal statuses. This page also allows you to customize the instructions users receive as they create their goals.

The Fields Administration section allows you to choose which fields are included in the goal process and which fields are required. You can set fields as read-only if necessary. You can also customize and localize the names of each field to suit your company's needs. For example, if you rename Goal to Objective, the word Objective will appear in place of Goal everywhere in the Goals module.

The Status Administration section allows you to customize four different goal statuses that will be used throughout goals. You can set the status name and color that will appear as well as the criteria that determines the status of a goal.

The Goal Creation Administration section allows you to set the instructions that will appear to users for each of the three sections of the goal creation process.

To modify Goals Configuration, go to Admin > Tools > Performance Management > Goals Configuration.

  1. Select the appropriate configurations in the following sections. Click the section links below to view detailed information about each configuration option, including consequences and best practices. Some sections are collapsed by default; click the arrow next to the section heading to expand it.
  2. Choose whether or not to overwrite custom settings for child Divisions.
  3. Click Submit.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.


The following information is available within this folder. Click a link to navigate directly to the appropriate topic: